比特币跌至约81,400美元，亚洲芯片股下挫，期权交易员寻求下行保护
Bitcoin drops to $81,400 as Asian chip stocks tumble, options traders seek downside protection
Bitcoin fell to about $81,400 on Tuesday, down 0.5% since midnight UTC, despite an inflow of $526.6 million into a U.S. spot Bitcoin ETF on Monday, the largest single-day inflow in nearly a month. South Korea's Kospi index fell 3.73% to its lowest close since April 7. SK Hynix and Samsung Electronics fell, and worries about AI spending dragged down chip stocks; Deribit options put volume was more than twice that of call options, and the $80,000 put option was the most active on October 30, showing traders seeking downside protection.
Bitcoin and Asian chip stocks are under simultaneous pressure, and the overlay options market has a bearish tilt, indicating that the short-term sentiment of risk assets is becoming cautious. This change in risk appetite may provide support for safe-haven assets such as gold and affect the relative performance of safe-haven currencies in the foreign exchange market. Large inflows into spot ETFs and active put options coexist, prompting traders to pay attention to the impact of cross-market volatility transmission on gold and major currency pairs.
现货ETF大额流入与期权市场看跌倾斜并存，为观察风险资产联动下比特币短期承压提供了结构视角。
来源：CoinDesk · coindesk.com