Odaily星球日报讯 本周早些时候发布的乐观美国通胀数据恢复了机构对 BTC 长期看涨的信心，但近期价格回调的担忧仍未消除。 据 CME 期权交易数据的分析，近期反弹的可能性依然较小。周三美国 CPI 数据低于预期后，短期价外看跌期权的隐含波动率高于看涨期权，表明投资者对近期下行风险持谨慎态度。尽管如此，长期期权的隐含波动率较为平稳，显示出机构对比特币长期前景的乐观态度。（CoinDesk）

Odaily星球日报讯 本周早些时候发布的乐观美国通胀数据恢复了机构对 BTC 长期看涨的信心，但近期价格回调的担忧仍未消除。据 CME 期权交易数据的分析，近期反弹的可能性依然较小。周三美国 CPI 数据低于预期后，短期价外看跌期权的隐含波动率高于看涨期权，表明投资者对近期下行风险持谨慎态度。尽管如此，长期期权的隐含波动率较为平稳，显示出机构对比特币长期前景的乐观态度。（CoinDesk）

分析：期权数据显示，机构对比特币长期前景信心恢复

Odaily Odaily News: Optimistic US inflation data released earlier this week restored institutional confidence in the long-term bullishness of BTC, but concerns about a recent price correction have not been eliminated. According to analysis of CME options trading data, the possibility of a rebound in the near term is still small. After the US CPI data on Wednesday was lower than expected, the implied volatility of short-term out-of-the-money put options was higher than that of call options, indicating that investors are cautious about the near-term downside risks. Despite this, the implied volatility of long-term options is relatively stable, showing that institutions are optimistic about the long-term prospects of Bitcoin. (CoinDesk)

Odaily Odaily News: Optimistic US inflation data released earlier this week restored institutional confidence in BTC&#39;s long-term bullishness, but concerns about a recent price correction have not been eliminated. According to analysis of CME options trading data, the possibility of a rebound in the near term is still small. After the US CPI data on Wednesday was lower than expected, the implied volatility of short-term out-of-the-money put options was higher than that of call options, indicating that investors are cautious about the near-term downside risks. Despite this, the implied volatility of long-term options is relatively stable, showing that institutions are optimistic about the long-term prospects of Bitcoin. (CoinDesk)

Analysis: Options data shows that institutional confidence in Bitcoin's long-term prospects has recovered

Odaily Odaily reported that the cryptocurrency market rebounded after the release of CPI data on Wednesday. Analysts at Bitfinex said: "After the news that CPI was below 3.4% in April and core CPI was 3.6%, we saw Bitcoin prices rise by about 2.5%, which is in line with expectations." It also said that investors believe that weak inflation data is a shift in a bullish mechanism because it marks the first decline in CPI inflation in the past three months, and it comes after the Federal Reserve announced its intention to reduce quantitative tightening. The analyst added: "In the past two months, the CPI has formed a local top, so this is seen as data that is favorable for risky assets, but it has the opposite effect." However, they emphasized that the inflation rate is still above 3%, and on Tuesday, PPI inflation data showed a third consecutive month of increase. "Although the decline in inflation data is good news, investors will have to wait and see whether the Federal Reserve thinks this is positive enough news to cut interest rates." (The Block)

Analyst: Investors see weak inflation data as a shift in bullish regime, but still need to wait and see the Fed's stance

This issue covers various aspects of the Bitcoin market, including ETF liquidity, the impact of difficulty cuts on miner economics, the classification of asset managers, Bitcoin price and hash rate declines, etc. The recent launch of spot ETFs has changed the trend of traders reducing long positions, but the difficulty cut may lead to a decline in hash rate and affect miner income. The stability of Bitcoin prices and the release of the April Consumer Price Index will be watched by investors. The stock and bond markets performed well, and gold and oil prices also rose.
Original title: Research Weekly – Futures D...

NYDIG: Futures data highlights trader positioning

Yesterday (15MAY24), important economic data was released. After three consecutive inflation data exceeded expectations in the past few days, the US CPI index was roughly in line with expectations. In terms of digital currency, boosted by the weakening US economic data, the price of BTC rose all the way to break through the 66,000 mark, attracting a carnival in the community.