Odaily星球日报讯 据 Greeks.live 分析师 Adam 于 X 发文表示，BTC 和 ETH 上涨趋势有所停滞，但各主要期限的隐含波动率 IV 仍在持续上涨，正如我们昨天提到的，IV 对市场的反应一向是相对滞后的。 BTC 期权大宗交易超过一半的交易量来自主动买进看涨期权，而 ETH 超一半的普通交易量来自于主动买进看涨期权，现在看涨力量明显强于空头，但情绪较为平静，尚未进入 Fomo 阶段。

分析：当前看涨力量明显强于空头，但尚未进入FOMO阶段

Odaily Odaily News According to Greeks.live analyst Adam YuX, the upward trend of BTC and ETH has stagnated, but the implied volatility IV of major maturities is still rising. As we mentioned yesterday, IV has always been relatively slow to respond to the market. More than half of the trading volume of BTC option block trades comes from active purchases of call options, while more than half of ETH&#39;s ordinary trading volume comes from active purchases of call options. Now the bullish force is obviously stronger than the bearish force, but the sentiment is relatively calm and has not yet entered the Fomo stage.

Analysis: The current bullish force is obviously stronger than the bearish force, but it has not yet entered the FOMO stage

In the past day, the price of BTC has been rising steadily, breaking through $66,000 at one point, and the daily inflow of spot ETFs reached $422 million. From the perspective of volatility, the mid- and long-term IV levels have been significantly raised in the past 24 hours, and the trend of the BTC term IV Curve flattening is more obvious.

SignalPlus Volatility Column (20240717): IV goes higher and flat

The accumulation of momentum still needs to be generated in the shock and re-convergence, and patience is a good strategy.
Written by: Metrics Ventures
Inventory and comments on the overall market situation and market trends
The past month's market situation has been tormenting for most holders. The repeated convergence of volatility and the formation of a resonant downward trend in asset prices, and in early July, under the stimulation of various external selling pressures and , the contract holdings on a single day fell by nearly the same amount as FTX on the same day. As of the time the author wrote this month's report, the market stabilized on the basis of Friday's macro data and formed an inertial rebound on Saturday. ...

Metrics Ventures Market Observation: New momentum will be born in the shock

Odaily Odaily News According to data released by Deribit officials: Today's largest BTC option transaction, a user purchased 65,000 call options and put options at the end of August, totaling 463 BTC, and paid a premium of 4.587 million US dollars. It said that the user was long volatility and expected that before the delivery at the end of August, the market would fluctuate greatly due to the game of interest rate cuts, and the price would be less than 56,000 or greater than 77,000 to make a profit.