Glassnode称比特币流动性正在枯竭，短期持有者转为负值
Glassnode 11 月 11 日报告显示稳定币供应收缩，美国现货比特币 ETF 出现净赎回，Coinbase 折价扩大，同时大额钱包开始累计。
娜奥米·约翰逊867
options：最新新闻与分析
Options are derivative contracts that give the right, but not the obligation, to buy or sell Bitcoin at a set price. Recent reports show rising open interest, a bullish tilt in call contracts and new data‑lag rules from Deribit. These developments affect liquidity, hedging and price‑movement expectations.
关键事实
- Open Interest
- Bitcoin options open interest around 440,000 BTC ($33 bn) with calls 55.7% to puts 44.3% (Nov 2026)
- Liquidity
- Stablecoin supply fell $14.2 bn in 30 days, marking the fastest decline since June 2022 (Nov 2026)
- Expiry Gap
- $2.7 bn of Bitcoin options expire five hours before US jobs data, creating a hedge gap (Nov 2026)
- Data Delay
- Deribit will publish open‑interest data eight hours behind real‑time starting Nov 10 (Nov 2026)
- Volatility Outlook
- 30‑day realized volatility 33.7, below Deribit forward‑looking DVOL index of 40 (Nov 2026)
options 最新动态
问答
What is the current bias in Bitcoin options markets?
Calls outnumber puts, indicating a bullish bias despite upcoming data releases.
How will Deribit’s data lag affect traders?
Public open‑interest figures will be eight hours old, so leverage and max‑pain calculations will reflect outdated positions.
Why is the upcoming options expiry significant?
Around $2.7 bn of contracts settle before the US payroll report, leaving a five‑hour period without options‑based protection.