SignalPlus波动率专栏(20240522)：明日决议ETF

Odaily星球日报2024-05-22 tarihinde yayınlandı2024-05-22 tarihinde güncellendi

Özet

数字货币方面，随着以太坊现货ETF决议日期逐渐靠近，ETH整体IV水平再度走高，价格也顺利突破3700关口。

昨日（21 MAY）据金十报道，美联储理事沃勒称，未来三至五个月的通胀疲软数据将能让美联储考虑年底降息，眼下无需加息。美联储副主席巴尔也重申需要再更长时间内维持高利率。十年期美债收益率五天来首次收跌，一度下探至 4.40% ，今日已收复大半失地，现报 4.437% 。美三大股指集体收涨，标普和纳指分别上涨 0.26% /0.2% ，再度达到历史新高。

SignalPlus波动率专栏(20240522)：明日决议ETF

Source: SignalPlus, Economic Calendar

SignalPlus波动率专栏(20240522)：明日决议ETF

Source: Investing

数字货币方面，随着以太坊现货 ETF 决议日期逐渐靠近，ETH 整体 IV 水平再度走高，价格也顺利突破 3700 关口，比特币价格稍显疲弱，币价调整回到 70000 美元附近。

SignalPlus波动率专栏(20240522)：明日决议ETF

Source: Deribit （截至 22 MAY 16: 00 UTC+ 8）

SignalPlus波动率专栏(20240522)：明日决议ETF

Source: SignalPlus

交易方面，BTC 主要以看涨策略为主，其中 31 MAY 77000 vs 81000 Call Spread 单腿成交数量接近 1400 BTC，成为昨日焦点。ETH 方面，币价的大幅上行引起了大量止损和止盈下单，其中 31 MAY 3000-C 买回止损约 19500 ETH， 28 JUN 24 3600-C 卖出止盈约 18000 ETH，为昨日最为显著的减仓点位；大宗平台成交火热，主要有 6 月的看涨 Call Spread，五月底 Long 3400 Put，Wing 上对看涨期权的卖出以及对看跌期权的买入解释了昨日 ETH 的 Vol Skew 在上行行情中整体出现明显下跌的情况。

SignalPlus波动率专栏(20240522)：明日决议ETF

Source: SignalPlus

SignalPlus波动率专栏(20240522)：明日决议ETF

Data Source: Deribit， ETH 交易总体分布

SignalPlus波动率专栏(20240522)：明日决议ETF

Data Source: Deribit，BTC 交易总体分布

SignalPlus波动率专栏(20240522)：明日决议ETF

Source: Deribit Block Trade

SignalPlus波动率专栏(20240522)：明日决议ETF

Source: Deribit Block Trade

SignalPlus波动率专栏(20240522)：明日决议ETF

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