0xSun:新闻驱动交易仍具优势,当前倾向做多BTC对冲做空山寨

Odaily星球日报讯 交易员 0xSun 发文表示,新闻驱动交易仍是当前加密市场中具备较高性价比的策略之一,其核心在于事件带来的方向性与波动性。
其复盘近期多起事件,包括 ETH 异常交易、Arc 费率调整、TAO 生态变化、RAVE 相关调查及 KelpDAO 安全事件等,均在短时间内引发显著价格波动。其认为,参与该类机会需依赖信息获取速度或对事件影响的判断能力。
此外,其表示随着近期山寨行情逐步降温,已重新采取做多 BTC 并对冲做空部分山寨资产的策略,认为在流动性偏弱及部分叙事退潮背景下,山寨整体表现或相对承压。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
Glassnode: Bitcoin reclaimed the true market average but failed to hold steady; on-chain indicators show consolidation or persistence for months
As the market began discussing "another rate hike," BTC and oil prices were becoming the core indicators of global risk sentiment
The current mainstream CEX and DEX funding rates show that the market has significantly turned bearish
CZ: Bitcoin still dominates, and efficient currencies will be needed in the future
Mastercard acquires BVNK for $1.8 billion, Zerohash seeks high-valuation financing, JPMorgan points out ETH's structural lag
Dragonfly Partner: Hyperliquid's order book model cannot solve RWA liquidity issues
Analysis: Bitcoin reversed after hitting resistance at the 200-day EMA, bearish trend remains
Eric Trump: The crypto industry is racing two races
SpaceX disclosed in its S-1 filing that it holds 18,712 bitcoins, currently valued at about $1.45 billion
Glassnode: Bitcoin quantum risk covers 1.92 million BTC, accounting for about 9.6% of the total supply


