Matrixport released a daily chart analysis saying that the price of gold has repeatedly reached new highs, achieving nearly 80% excess returns over bitcoin in the past year, and the stage performance is quite outstanding. In this round of the market, excess returns are more concentrated in traditional hedging assets such as gold, corresponding to falling interest rates, lower inflation, and market expectations that the Federal Reserve will turn more dovish in 2026.
Matrixport发布每日图表分析称,黄金价格屡创新高,过去一年相对比特币取得近 80% 的超额收益,阶段性表现相当突出。 在本轮行情中,超额收益更多集中在黄金等传统对冲资产上,背后对应利率回落、通胀走低,以及市场对美联储在 2026 年转向更鸽派的预期升温...
Matrixport released a chart saying that since late August, the option skewness of BTC and ETH has been in a negative range. The market has long dominated the pricing of downside protection. The implied volatility of put options is relatively higher, and the overall sentiment is cautious. Horizontal comparison, the skewness of BTC is generally weaker than that of ETH. In mid-November, the skewness deepened, reflecting the market pressure stage, the demand for put options has increased significant...
Matrixport 发布图表称,自 8 月下旬以来,BTC 与 ETH 的期权偏度持续处于负值区间,市场对下行保护的定价长期占优,看跌期权隐含波动率相对更高,整体情绪偏谨慎。横向比较,BTC 的偏度普遍弱于 ETH。11 月中旬偏度下探加深,反映市场承压阶段,看跌期权需求明显上升,避险情绪升温。近期偏度虽有回升,但仍处于负值区间,期权市场的定...
According to the Federal Reserve, U.S. bank deposits were 18.519 trillion dollars last week, compared with 18.484 trillion dollars the week before.
On December 19, according to the Hong Kong Economic Times, Xu Zhengyu, Secretary for Financial Services and the Treasury of Hong Kong, said at the event on Friday (19th) that as of the end of September this year, 36 applications for stablecoin licenses from various industries have been received. It is expected that some licenses will be issued early next year. Priority will be given to sound reserve management, price stability and anti-money laundering measures. He pointed out that the relevant ...
According to TheBlock, Coinbase has filed lawsuits against the states of Michigan, Illinois, and Connecticut, arguing that prediction markets should be exclusively regulated by the Commodity Futures Trading Commission (CFTC) rather than state gaming regulators. The move comes on the heels of Coinbase's announcement of a partnership with the CFTC-regulated Kalshi platform, which plans to enter the prediction market space in January 2026. Paul Grewal, Coinbase's chief legal officer, said state int...
Federal Reserve: In the week ended December 17, the Fed's reserve balance fell to $2.93 trillion, down $40.10 billion from the previous week. The level hit its lowest level since December 3 this year.
US Treasury data showed that Japan's holdings of US Treasuries rose to $1.20 trillion in October from $1.189 trillion in September, while China's holdings fell to $688.70 billion in October from $700.50 billion in September.
Solana 财库公司 Forward Industries(FWDI)宣布通过 Superstate 的 Opening Bell 平台在 Solana 区块链上发行其经美国证监会注册的股票,成为可直接在 DeFi 中使用的上市公司股权。该公司持有约680万枚 SOL,净资产约8.32亿美元,规模超过其后排名的三家 Solana 数字资产金库总和。代币化的 FWDI 采用 Solana 的 SPL 标准,可在 Solana DeFi 生态中广泛集成,并已支持作为 Kamino 借贷协议的抵...