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 turun menjadi sekitar $81,400 pada hari Selasa, turun 0,5% sejak tengah malam UTC, meskipun ada arus masuk sebesar $526,6 juta ke ETF Bitcoin spot AS pada hari Senin, arus masuk satu hari terbesar dalam hampir sebulan. Indeks Kospi Korea Selatan turun 3,73% ke penutupan terendah sejak 7 April. SK Hynix dan Samsung Electronics melemah, dan kekhawatiran terhadap belanja AI menyeret turun saham-saham chip; Volume jual opsi deribit lebih dari dua kali lipat opsi beli, dan opsi jual $80,000 adalah yang paling aktif pada tanggal 30 Oktober, menunjukkan pedagang mencari perlindungan sisi bawah.
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