QCP 最新报告指出，随着美国大选临近，特朗普在预测市场的领先优势扩大，关键摇摆州的民调也向共和党倾斜，市场开始对特朗普胜选进行定价。特朗普支持提高关税和减税政策，推动美元走强，美国国债收益率上升。在其更为支持加密货币的立场下，比特币的价格也随之上涨。目前比特币期货市场的未平仓合约达到 405 亿美元。市场预计 2024 年将降息 1.5 次，而即将公布的非农数据和大选结果将对市场预期产生重大影响...

<div>QCP 最新报告指出，随着美国大选临近，特朗普在预测市场的领先优势扩大，关键摇摆州的民调也向共和党倾斜，市场开始对特朗普胜选进行定价。特朗普支持提高关税和减税政策，推动美元走强，美国国债收益率上升。在其更为支持加密货币的立场下，比特币的价格也随之上涨。目前比特币期货市场的未平仓合约达到 405 亿美元。市场预计 2024 年将降息 1.5 次，而即将公布的非农数据和大选结果将对市场预期产生重大影响。<br><br></div>

QCP Capital：特朗普胜选预期推高比特币价格，市场聚焦非农数据

According to the latest QCP report, as the US election approaches, Trump's lead in the prediction market has expanded, and polls in key swing states are also leaning towards the Republican Party, causing the market to start pricing in a Trump victory. Trump's support for higher tariffs and tax cuts has driven the US dollar to strengthen and US Treasury yields to rise. Under his more supportive stance on cryptocurrencies, the price of Bitcoin has also risen. The current open interest in the Bitcoin futures market has reached $40.5 billion. The market expects a 1.5 rate cut in 2024, and the upcoming non-farm payroll data and election results will have a significant impact on market expectations.

The latest QCP report indicates that as the US election approaches, Trump's lead in the prediction market has expanded, and polls in key swing states are also leaning towards the Republican Party, and the market has begun to price in a Trump victory. Trump's support for higher tariffs and tax cuts has driven the US dollar to strengthen and US Treasury yields to rise. Under his more supportive stance on cryptocurrencies, the price of Bitcoin has also risen accordingly. The current open interest in the Bitcoin futures market has reached $40.5 billion. The market expects a 1.5 rate cut in 2024, and the upcoming non-farm payroll data and election results will have a significant impact on market expectations.

QCP Capital: Expectations of Trump's victory push up Bitcoin prices, and the market focuses on non-agricultural data

The latest QCP report indicates that the short-term implied volatility reached a peak at the expiration on election day, with a difference of 10 percentage points compared to the previous expiration date, although Bitcoin is currently about 8% lower than its historical high, the demand for call options exceeds that of put options. At the same time, the S&P 500 index hit a new all-time high, and 20% of companies are about to release their earnings reports. The options market is inclined to protect through the purchase of put options, and it is expected that the index will fluctuate 1.8% on November 6th after the election. The correlation between cryptocurrencies and stocks has reached a historical high of 0.83, which may indicate...

QCP: Short-term implied volatility peaks on Election Day expiration, crypto markets still biased bullish

With only two weeks left until the US election, the scales of victory seem to be tilting towards Trump. On Polymarket, Trump's probability of winning has risen to the highest level of 64.5%, leading Harris by nearly 30 percentage points. In recent days, Goldman Sachs, JPMorgan Chase, Deutsche Bank, and others have also collectively spoken out, and the "smart money" on Wall Street has started to go "all in" on the "Trump trade".

The "Trump trade" refers to a series of investment operations that investors undertake based on their expectations of Trump's policies, usually including <short> long-term government bonds, <long> cryptocurrencies, and investing in higher-risk stocks such as small-cap...

Trump's election is gaining momentum. Here is a quick overview of the relevant favorable targets

In the crypto market, the explosive growth of MEME coins has always attracted countless investors to try their luck, and the emergence of Moonshot has made this field even hotter. Relying on its simple operation, fiat currency deposit function, platform selection, and the ability to accurately capture the popular meme coins on the chain, Moonshot has quickly become the crypto god in the hearts of young people in Europe and the United States. It is called the "on-chain mini Binance" not only because it provides users with a convenient trading method, but also because it breaks the "last mile" bottleneck in the crypto market, allowing outsiders to easily participate.
This article will explore in depth...