QCP: 시장은 단기적으로 ETH에 관심이 쏠리면서 12월까지 BTC가 횡보할 것으로 예상하는 듯합니다. 하지만 마이클 세일러는 더 많은 BTC를 매수할 것을 암시했습니다. 마이크로스트래티지의 매수는 확실히 BTC의 선거 후 돌파를 촉진했으므로 시장은 또 다른 매수로 BTC가 6자리로 올라갈지 지켜보고 있을 것입니다.
https://t.me/QCPbroadcast/1368
QCP Asia Colour - 25 November 24
Crypto dipped lower yesterday as more than 100m worth of BTC and ETH positions were liquidated across exchanges. However, both are still trading comfortably above their key support levels (95k and 3200).
Even with the retracement over the weekend, backend vols remain relatively elevated. The market seems to be expecting BTC to trade sideways until December as attention shifts towards ETH in the near term. ETH risk reversals remain heavily skewed in favor of frontend Calls, while BTC Calls seem to be more bid only from 27DEC24 onwards, driven by the potential impact of Trump's pro-crypto policies which are only likely to take effect later next year.
As we mentioned last week, there could be a gradual rotation from BTC to ETH and other alts if BTC keeps rejecting 100k. In fact we are already starting to see this play out as BTC dominance dropped from 62% to 59% over the past week.
Despite consistently strong spot ETF inflows and impressive IBIT options skewed in favor of Calls…
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