观点:加密市场和美股的关联程度或许会持续升高
According to a post on X by Adam, a macro researcher at Greeks.live, as the market rebounds, BTC's GEX is concentrated at $60,000. The previously scattered GEX combination has become concentrated, primarily in current-week and current-month options. The biggest macro event this week is SpaceX's listing on June 12. As the world's largest IPO, the liquidity impact on the U.S. stock market is worth noting.
Recently, volatility in the U.S. stock market has been high, exerting significant pressure on cryptocurrencies. A large number of crypto market investors have been pouring into the U.S. stock market recently, and the correlation between the crypto market and the U.S. stock market may continue to increase. The IV of options expiring this week has risen significantly, and the proportion of block trades has also been increasing. Investors are positioning defensively in the near term, and there is strong demand for short-term call options.
