SignalPlus波动率专栏(20240619)：SEC结束对以太坊调查

Odaily星球日报Published on 2024-06-19Last updated on 2024-06-19

Abstract

昨日（18 JUN）被市场称为“恐怖数据”的美国5月零售销售月率录得低于预期的0.1% ，同时前值从0%被下修至-0.2% 。数字货币方面，过去一日市场的焦点集中在以太坊身上。

SignalPlus波动率专栏(20240619)：SEC结束对以太坊调查

SignalPlus波动率专栏(20240619)：SEC结束对以太坊调查

昨日（18 JUN）被市场称为“恐怖数据”的美国 5 月零售销售月率录得低于预期的 0.1% ，同时前值从 0% 被下修至-0.2% 。数据公布后，美债收益率小幅下降，回吐昨日涨幅，三大股指收盘微涨。另一方面，美联储多位官员发表讲话，均表达了需要“再过几个月”亦或是“几个季度”才能看到支持降息的数据相关的保守观点。

SignalPlus波动率专栏(20240619)：SEC结束对以太坊调查

Source: SignalPlus, Economic Calendar

数字货币方面，过去一日市场的焦点集中在以太坊身上。首先要提及的是 SEC 结束对以太坊 2.0 区块链生态系统的调查，以太坊开发上 Consensys 在推特上发文称：“SEC 执法部门已通知我们，将结束对以太坊 2.0 的调查。这意味着 SEC 不会指控以太坊的销售是证券交易。” 市场视之为一道重要利好，推动以太币价格反弹，日内上涨超过 3.+%。

另外，彭博 ETF 分析师 James Seyffart 发文表示以太坊现货可能在 7 月 4 号之前推出，再度吸引到了交易员的下注。值得一提的是，加密货币分析师 Lark Davis 指出，Glassnode 数据显示 ETH 交易所余额已达到 8 年来的最低点，目前只有 10% 的 ETH 在交易所流通。同时他也指出，若未来两周以太坊现货 ETF 开始交易，大量机构资金将涌入市场，一场大规模的供应冲击即将到来。

SignalPlus波动率专栏(20240619)：SEC结束对以太坊调查

Source: TradingView，ETH 价格与 BTC 价格走势对比

期权方面，受宏观消息影响，ETH 期权隐含波动率曲线走平走高，整体达到 65% 左右。大宗看涨期权交易火热，较为代表的有远期 27 SEP 24-4000-C 共计 30500 张买入，以及 28 JUN 24-4000-C 单笔 7000 张的买入建仓，当周看涨期权也受价格上涨提振而大受散户欢迎，推动微笑曲线整体朝看涨期权倾斜。

SignalPlus波动率专栏(20240619)：SEC结束对以太坊调查

Source: Deribit （截至 19 JUN 16: 00 UTC+ 8）

SignalPlus波动率专栏(20240619)：SEC结束对以太坊调查

Source: SignalPlus，ETH IV 水平显著上涨

SignalPlus波动率专栏(20240619)：SEC结束对以太坊调查

Source: SignalPlus, ETH Vol Skew 向看涨期权倾斜

SignalPlus波动率专栏(20240619)：SEC结束对以太坊调查

Data Source: Deribit， ETH 交易总体分布

SignalPlus波动率专栏(20240619)：SEC结束对以太坊调查

Data Source: Deribit，BTC 交易总体分布

SignalPlus波动率专栏(20240619)：SEC结束对以太坊调查

Source: Deribit Block Trade

SignalPlus波动率专栏(20240619)：SEC结束对以太坊调查

Source: Deribit Block Trade

SignalPlus波动率专栏(20240619)：SEC结束对以太坊调查

您可在 ChatGPT 4.0 的 Plugin Store 搜索 SignalPlus ，获取实时加密资讯。如果想即时收到我们的更新，欢迎关注我们的推特账号@SignalPlus_Web3 ，或者加入我们的微信群（添加小助手微信：SignalPlus 123）、Telegram 群以及 Discord 社群，和更多朋友一起交流互动。SignalPlus Official Website：https://www.signalplus.com

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