SignalPlus波动率专栏(20240621):跌跌不休

Odaily星球日报Pubblicato 2024-06-21Pubblicato ultima volta 2024-06-21

Introduzione

昨日宏观方面,美国上周初请失业金人数略超预期(23.5万)录得23.8万人,BTC现货ETF连续数日大量流出,币价延续跌势,下破64800美元支撑位。

SignalPlus波动率专栏(20240621):跌跌不休

SignalPlus波动率专栏(20240621):跌跌不休

昨日(20 JUN)宏观方面,美国上周初请失业金人数略超预期(23.5 万)录得 23.8 万人,同时 5 月新屋开工量下降 5.5% ,为四年来最低水平。美债收益率维持小幅震荡行情收跌,三大股指涨跌分化,标普和纳指分别下跌 0.25% 和 0.79% ,道指收涨 0.77% 。

SignalPlus波动率专栏(20240621):跌跌不休

Source: Farside Investors

数字货币方面,BTC 现货 ETF 连续数日大量流出,币价延续跌势,下破 64800 美元支撑位,当前围绕在 64000 附近震荡。期权市场情绪不佳,BTC 六月底显著地出现买 put 卖 call 的 Long Risky Flow,ETH 七月底同样也反映出强烈的看涨期权卖压,带动市场整体的 Vol Skew 向下移动。与此同时,隐含波动率水平也在下降,BTC/ETH 分别走低了 3% /7% 左右,从过去三个月的数据上看,BTC ATM IV 已经接近历史最低点。

SignalPlus波动率专栏(20240621):跌跌不休

Source: Deribit (截至 21 JUN 16: 00 UTC+ 8)

SignalPlus波动率专栏(20240621):跌跌不休

SignalPlus波动率专栏(20240621):跌跌不休

Source: SignalPlus,IV 整体水平下跌,BTC 降至历史低点

SignalPlus波动率专栏(20240621):跌跌不休

Source: SignalPlus,受日内交易影响,中前端 Vol Skew 垮塌,远期微升

SignalPlus波动率专栏(20240621):跌跌不休

SignalPlus波动率专栏(20240621):跌跌不休

Data Source: Deribit, ETH 交易总体分布

SignalPlus波动率专栏(20240621):跌跌不休

SignalPlus波动率专栏(20240621):跌跌不休

Data Source: Deribit,BTC 交易总体分布;28 JUN 24 Risky Flow

SignalPlus波动率专栏(20240621):跌跌不休

SignalPlus波动率专栏(20240621):跌跌不休

Source: Deribit Block Trade

SignalPlus波动率专栏(20240621):跌跌不休

Source: Deribit Block Trade

SignalPlus波动率专栏(20240621):跌跌不休

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://d1x7dwosqaosdj.cloudfront.net/images/2024-06-21/4410aefa68c6367ea94a8b85bcb8730b

Letture associate

GPT Designs GPT

OpenAI has unveiled its first custom AI chip, Jalapeño, a move signaling a strategic shift beyond being a mere model company. While many see it as a challenge to NVIDIA, its core aim is to control the entire intelligent production pipeline—from models and chips to data centers and energy. The key driver is the evolving competitive landscape: model advantages are shrinking, while the computational gap in areas like cost-per-token, system throughput, and energy efficiency is becoming the true long-term barrier. Jalapeño is primarily an inference chip, targeting the massive and growing "inference tax"—the daily operational cost of generating tokens for services like ChatGPT and APIs. By designing its own hardware optimized for its specific workloads and future product roadmaps (even using AI to aid the chip design process), OpenAI aims to drastically reduce token generation costs and improve system efficiency. This creates a potential flywheel: better models help design better chips, which lower costs for running next-generation models, supporting more users and products, which in turn provides more data to refine future chips. The strategy mirrors Apple’s integrated approach, building a closed loop where hardware, software, and applications are co-optimized. In the long term, OpenAI is not trying to become the next NVIDIA (a supplier of "shovels" to all AI companies) but to own and operate the entire "mine"—selling the end product of intelligence itself. This move marks OpenAI's ambition to evolve from creating the smartest models to controlling the foundational infrastructure of AI production.

marsbit8 min fa

GPT Designs GPT

marsbit8 min fa

Ethereum Foundation Interim Executive Director Speaks Out: What Is Our Mission?

The Ethereum Foundation's core mission is to ensure Ethereum remains a truly permissionless, censorship-resistant, private, and open infrastructure for large-scale, sovereign coordination. The article clarifies the EF's focus and dismisses irrelevant objectives, such as pursuing institutional popularity or short-term speculation. Its core work centers on eliminating systemic weaknesses. This involves fortifying Ethereum across multiple layers—protocol, access, user, and institutional—against exploitation, control, or surveillance. Key initiatives include minimizing harmful MEV and preventing privileged control over transaction flow, making unconditional privacy a foundational default, ensuring staking remains permissionless and decentralized, and strengthening user-facing access points to uphold autonomy. Concurrently, the EF aims to seize strategic opportunities. These include leading the transition to post-quantum cryptography, achieving a fully verifiable protocol stack, establishing Ethereum as private digital cash, integrating user-owned AI agents with personal wallets, and demonstrating that trusted-neutral infrastructure can competitively handle disintermediated coordination at an institutional scale. The article also addresses recent organizational changes, stating that personnel departures were due to strategic realignment, role fit, or natural evolution. It clarifies the approach to spin-outs, emphasizing that external funding will be provided only for work critical to the EF's mission that reduces Ethereum's dependency without creating new risks or mission drift. Ultimately, the EF is committed to building an enduring, neutral system that reshapes global coordination, focusing relentlessly on the principles of censorship resistance, openness, privacy, and sovereignty (CROP).

链捕手50 min fa

Ethereum Foundation Interim Executive Director Speaks Out: What Is Our Mission?

链捕手50 min fa

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