Odaily星球日报讯 Deribit 数据显示，名义价值约 12.86 亿美元 BTC 期权和 4.7 亿美元 ETH 期权合约将于周五（7 月 19 日）到期交割；其中 BTC 的最大痛点价格为 61000 美元，ETH 的最大痛点价格为 3100 美元。

名义价值约17.56亿美元BTC和ETH期权将于周五到期交割

Odaily Odaily reported that Deribit data showed that BTC options with a nominal value of approximately US$1.286 billion and ETH options contracts with a nominal value of US$470 million will expire and be delivered on Friday (July 19); among them, the maximum pain point price of BTC is US$61,000, and the maximum pain point price of ETH is US$3,100.

BTC and ETH options with a notional value of approximately $1.756 billion will expire on Friday

Odaily Odaily reported that BlackRock officially updated the spot Bitcoin ETF data and showed that as of July 15, IBIT's market value returned to above US$20 billion, reaching US$20,224,466,745.68, and its holdings rose to 318,120.3577 bitcoins.

BlackRock IBIT's market value returned to above $20 billion, with holdings exceeding 318,100 BTC as of July 15

1/N BTC will not rebound to the previous high
Please think about what the general environment was when BTC reached the ATH twice before?
1) Strong and continuous ETF buying, real money (Figure 1)
2) Peak liquidity (February-end of March) (Figure 2)
3) Excessive market expectations of interest rate cuts, as high as 180bp at the beginning of the year (Figure 3)
What is the current environment? You will find that even none of these conditions can be met now. Let's dive in together.
2/N
For ETF buying, please refer to Figure 1. The "marginal purchasing power" is actually much lower than at the beginning of the year. How to understand? If you put...

From the perspective of three environmental conditions, why Bitcoin's rebound this time cannot break through the previous high

Trump talked about the Federal Reserve, inflation, tax cuts, tariffs, Taiwan, and his relationship with CEOs.
Written by: Nancy, Joshua, Mario, Brad, Gregory Cote
Source: Bloomberg Businessweek
Translated by: DeThings
Editor's note: On June 25, two days before the first presidential debate in 2024 and about two weeks before an attempted assassination, Bloomberg Businessweek interviewed former US President Donald Trump at Mar-a-Lago in Palm Beach, Florida. In a discussion focused on business and the global economy, Trump talked about the Federal Reserve, inflation, tax cuts, tariffs...