比特幣（BTC）和更廣泛的加密貨幣市場已經看到了明顯的看漲周轉

在過去的24小時內，比特幣（BTC）和更廣泛的加密貨幣市場在過去的24小時內看到了明顯的看漲轉變

President Donald Trump's announcement of the five tokens that will be included in the long-promised strategic crypto reserve has seen bitcoin (BTC) and the broader crypto market kicking off the new week with notable bullish gains.

唐納德·特朗普（Donald Trump）總統宣布將包括長期宣傳的戰略加密保護區（BTC）和更廣泛的加密貨幣市場（BTC）以顯著的看漲收益開始了新的一周。

That has also seen investors return to placing bullish bets, or call options, at the $100,000 level on bitcoin, according to data from Amberdata.

根據Amberdata的數據，這也使投資者恢復了對比特幣的10萬美元的看漲賭注或呼叫選項。

BTC, the world’s leading cryptocurrency, rose by nearly 10% over 24 hours, reaching a high of over $95,000 at one point, CoinDesk data showed. Other tokens that Trump named - ETH, XRP, SOL and ADA - chalked out more significant gains.

Coindesk的數據顯示，BTC是世界領先的加密貨幣，在24小時內增長了近10％，一點點達到95,000美元以上。特朗普命名的其他代幣-ETH，XRP，SOL和ADA-取得了更大的收益。

On Sunday, Trump announced on Truth Social that he has directed the Presidential Working Group to move forward on a crypto strategic reserve that includes XRP, SOL and ADA, with bitcoin and ether at the heart of the reserve. The market reacted with enthusiasm to this news.

週日，特朗普宣布真相社會，他指示總統工作組推進了包括XRP，SOL和ADA在內的加密戰略儲備，而比特幣和Ether則是預備役的核心。市場對這一消息充滿熱情。

This is despite the lack of swift action on the promised reserve since Trump took office on Jan. 20, saw industry players grow disappointed.

儘管自從特朗普於1月20日上任以來，這是對承諾預備役的迅速行動，但行業參與者變得失望。

But now, this whole episode is being seen as an installment of the "Trump put" on crypto, suggesting that the Trump administration will intervene to support the market in turbulent times. This is similar to how the Federal Reserve is known to do for stock markets.

但是現在，整個情節被視為“特朗普投入”加密貨幣的一部分，這表明特朗普政府將在動蕩的時期進行干預以支持市場。這類似於美聯儲為股票市場所做的如何。

"Today Trump signaled there is a Trump put on crypto. This is good enough for a trend change, particularly given how BTC blasted through resitance with sentiment among many at all time lows," trader and analyst Alex Kruger said on X.

Trader兼分析師Alex Kruger在X上說：“今天，特朗普表示特朗普有一個加密貨幣。這足以改變趨勢，尤其是考慮到BTC如何通過一直以來的人們在許多人的情緒中爆炸。”

Kruger said that BTC has now re-established $89,000 and $92,000 as key support level and traders can "long support confidently with clear invalidation levels below."

克魯格說，BTC現在已經重新建立了89,000美元和92,000美元作為關鍵支持水平，而交易者可以“長期以來一直在自信地支持下面的無效水平”。

Josh Gilbert, market analyst at eToro, shared a similar view in an email to CoinDesk, saying, "Given the President's vested interests, it feels like this is something investors may need to get used to; sell-offs of this nature could continue to be supported moving forward."

埃托羅（Etoro）市場分析師喬什·吉爾伯特（Josh Gilbert）在一封電子郵件中與科德斯克（Coindesk）分享了類似的觀點，他說：“鑑於總統的既得利益，感覺這似乎是投資者可能需要習慣的東西；這種性質的拋售可能會繼續得到支持。”

Against this backdrop, there has been renewed activity in the $100K strike call, signaling that traders are betting on further price gains despite the ongoing volatility. A call option gives the purchaser the right to buy the underlying asset at a predetermined price on or before a specific date, thus offering the buyer an asymmetric upside exposure.

在此背景下，在$ 10萬美元的罷工電話中已經重新進行了活動，表明儘管持續波動，交易者仍在押注進一步的價格上漲。呼叫選項使購買者有權在特定日期或之前以預定的價格購買基礎資產，從而為買方提供了不對稱的上行敞口。

Now, according to Amberdata, the world's leading blockchain data intelligence platform, the number of active positions, also known as open interest, in the $100K call has increased by 1,163 contracts (worth over $100 million). This is the largest addition among all options listed on Deribit.

現在，根據世界領先的區塊鏈數據情報平台Amberdata的說法，主動頭寸的數量（也稱為開放興趣）在$ 10萬美元的電話中增加了1,163份合同（價值超過1億美元）。這是deribit上列出的所有選項中最大的添加。

"$100k will be the level everyone is looking at intra-week," Greg Magadini, director of derivatives at Amberdata, said in an email. This upcoming [week] will have interesting ‘Buy the rumor / Sell the news’ dynamics around the March 7th crypto summit.

Amberdata的衍生產品總監Greg Magadini在一封電子郵件中說：“每週都會關注每週一周的水平。”即將到來的[週]將在3月7日的加密峰會上有趣的“購買謠言 /出售新聞”動態。

The renewed bias for calls, in general, is also evident from the recovery in the short-term skews, which measure the implied volatility premium (demand) for calls relative to puts.

通常，從短期偏斜的恢復中也可以明顯看出，呼叫的新偏見也可以明顯看出，這衡量了相對於投票的呼叫的隱含波動溢價（需求）。

The seven-, 30- and 60-day skews have bounced to zero and higher, up significantly from the deep negative readings since Friday when traders chased protective put options.

七，30天和60天的偏斜已經彈跳到零及以上，這比周五交易者追逐保護性投票選項以來的深層讀數顯著遠。

"People like to buy calls and sell puts when the market bounces," Deribit's Asia Business Development Head, Lin Chen, told CoinDesk.

Deribit的亞洲業務發展負責人Lin Chen告訴Coindesk：“人們喜歡在市場彈跳時購買電話和銷售。”

However, some observers are worried that the progress on crypto reserve could be slower-than-expected.

但是，一些觀察者擔心加密儲備的進度可能比預期較慢。

"Nothing new here. Just words. Lmk when they get congressional approval to borrow money and or revalue the gold price higher. Without that, they have no money to buy bitcoin and shitcoins," Arthur Hayes, chief investment officer and co-founder of Maelstrom Fund, said on X, reacting to Trump's announcement.

“這裡沒什麼新的。只要說話。當他們獲得國會批准以藉錢和或重估黃金價格時，他們就沒有錢來購買比特幣和狗屎幣，” Maelstrom Fund的首席投資官兼聯合創始人Arthur Hayes在X上對Trump的宣布做出了反應。

Several others, including Bybit's CEO Ben Zhou, share a similar view.

包括拜比特（Bybit）首席執行官本·週（Ben Zhou）在內的其他一些人也有類似的看法。

"The sentiment we're seeing in the wake of the U.S. federal crypto reserve announcement is largely bullish, with expectations of institutional inflows and global competition for crypto reserves. Scepticism remains, however, with specific concerns over execution, Congressional approval, and potential long-term risks like government intervention," Mark Hiriart, Head of Sales at digital asset trading firm Zerocap, said in an email to CoinDesk.

“在美國聯邦加密儲備儲備公告之後，我們看到的情緒在很大程度上是看漲的，對機構流入和全球對加密儲備的競爭的期望。但是，懷疑主義仍然對執行，國會批准以及潛在的長期風險以及諸如政府介入的潛在長期風險的具體擔憂。

"While institutions may rush in, unclear regulations and macroeconomic conditions could determine whether this rally sticks," Hiriart added, saying the focus now will be on the White House Crypto Summit on March 7, which could provide more details about the crypto reserve.

Hiriart補充說：“儘管機構可能會湧入，但不清楚的法規和宏觀經濟條件是否可以決定這一集會的持續存在。”他說，現在的重點將在3月7日的白宮加密省會上進行，這可以提供有關加密貨幣儲備的更多詳細信息。