QCP 资本指出，虽然美国大选是 BTC 和加密货币的下一个关键催化剂，但市场仍不确定 BTC 在大选后将走向何方。大选临近到期的期权交易价格比其他到期期权高出 10%。由于每个人都关注选举，民意调查或任何一位候选人的竞选叙事的任何变化都将在现货价格中放大。在美国交易时段，该交易台对 3 月 28 日远期期权的买盘大量涌入，600 份合约的执行价为 120k。这表明，乐观的、持远期观点的买家正在此...

<div>QCP 资本指出，虽然美国大选是 BTC 和加密货币的下一个关键催化剂，但市场仍不确定 BTC 在大选后将走向何方。大选临近到期的期权交易价格比其他到期期权高出 10%。由于每个人都关注选举，民意调查或任何一位候选人的竞选叙事的任何变化都将在现货价格中放大。在美国交易时段，该交易台对 3 月 28 日远期期权的买盘大量涌入，600 份合约的执行价为 120k。这表明，乐观的、持远期观点的买家正在此轮反弹中回归。<br><br></div>

​QCP 资本：美国大选是 BTC 和加密货币的下一个关键催化剂

QCP Capital pointed out that although the US election is the next key catalyst for BTC and cryptocurrencies, the market is still uncertain about the direction of BTC after the election. The option trading price near the election deadline is 10% higher than other expiration options. As everyone is focused on the election, any changes in opinion polls or the campaign narrative of any candidate will be amplified in the spot price. During the US trading session, this trading desk saw a large influx of buy orders for the March 28 forward options, with 600 contracts at a strike price of 120k. This indicates that optimistic, long-term buyers are...

The QCP Capital pointed out that although the US election is the next key catalyst for BTC and cryptocurrencies, the market is still uncertain about the direction of BTC after the election. The option trading prices near the election expiration are 10% higher than other expiration options. As everyone is focused on the election, any changes in opinion polls or the campaign narrative of any candidate will be amplified in the spot price. During the US trading session, the trading desk saw a large influx of buy orders for the March 28 forward options, with 600 contracts at a strike price of 120k. This indicates that optimistic, long-term buyers are returning in this rebound.

QCP Capital: US election is the next key catalyst for BTC and cryptocurrencies

QCP Capital's latest report points out that BTC remains above $65,000 and has broken through $67,000, despite the US stock market declining due to the corporate earnings season, especially the expectation of slowing chip demand caused by ASML's report, which led to a decline in semiconductor stocks such as NVDA and AMD. The report indicates that as the probability of Trump's victory increases, the market expects his crypto policy to be more friendly than Harris, further strengthening the positive correlation between crypto assets and Trump's victory. QCP expects that as central banks around the world enter...

QCP Capital: Trump's victory expectations increase, BTC breaks through 67K, and the market outlook is optimistic

The past ten years, the average return of Bitcoin in the second half of October has been twice that of the first half.

The options market shows a bullish bias for the November and December expiration dates.

The US presidential election has the greatest impact on Dogecoin and Cardano ADA.

With less than three weeks to go until the US presidential election, traders are positioning themselves for the situation after November 5 and how the new government will address factors affecting the financial markets (...)

How high can BTC go after the US election?

Here is the English translation:

1.7 key points and 34 charts - a16z takes you through the state of the crypto industry in 2024
Two years ago, when we released our first annual crypto state of the industry report, the world looked very different than it does today. Crypto was not a priority on policymakers' agendas. Bitcoin and Ethereum exchange-traded products (ETPs) had not yet been approved by the U.S. Securities and Exchange Commission (SEC). Ethereum had not yet transitioned to the energy-minimizing POS. Layer 2 networks aimed at increasing capacity and lowering transaction costs were largely dormant - with transaction costs on these networks higher than they are today...