Report: Gemini-DCG feud could be 2023 'market bottom event'
2023-01-08 03:25
Odaily星球日报讯 根据Arcane Research的报告,尽管仍存在一些不确定性,但整个市场似乎正在趋于稳定。所有的目光都集中在<span class="font">DCG</span>针对Gemini Earn产品用户追债的下一步行动上,这可能会进一步加剧价格的下行走势。 如果DCG进入破产程序,可能会被迫清算其资产(比如出售G<span class="font">BTC</span>、<span class="font">ETH</span>E等头寸),有可能会启动Reg M,从而使交易者能够以资产净值赎回<span class="font">灰度</span>信托份额。Reg M将导致大规模套利策略,即出售加密现货而不是购买灰度信托份额。如果这种情况发生,加密市场可能会进一步下跌。然而,从长远来看,市场最终将消除这一影响,并逐渐成为“潜在的市场底部事件”。 此外,数据表明,BTC的7天波动率跌至0.7%,达到两年半以来的最低点。30天波动率也遵循类似趋势,目前徘徊在1.4%附近,与去年11月初<span class="font">FTX</span>崩盘前短暂触及的水平相吻合。事实上,自2019年2月以来,该数字仅出现过七次下降。Arcane表示,这些低波动期很少会持续很长时间。因此,波动率压缩期之后往往会出现剧烈波动,即使在市场低迷时也是如此。(Cryptopotato)
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