進入美國大選前，多頭比特幣空頭 Solana 是首選戰術交易：10X Research

Solana 的每日交易費用已從上個月創下的歷史高點大幅下降，為 SOL 代幣提供了看跌線索。

Daily transaction fees on the Solana network have dropped to $2.5 million, down from a record high of $5 million on Oct. 24, data from Artemis and TokenTerminal shows. This decline in fees could be bearish for the SOL token.

Artemis 和 TokenTerminal 的數據顯示，Solana 網路的每日交易費用已從 10 月 24 日創下的 500 萬美元的歷史新高降至 250 萬美元。費用的下降可能對 SOL 代幣不利。

With the U.S. presidential election just hours away, markets are bracing for a potential market-moving event that could make or break directional traders. In light of this, 10x Research is suggesting a pair trade that could be used to navigate the expected election-led turbulence.

距離美國總統大選僅幾個小時，市場正在為潛在的市場波動事件做好準備，這可能會決定定向交易者的成敗。有鑑於此，10x Research 建議進行配對交易，以應對預期的選舉引發的動盪。

Markus Thielen, founder of 10x Research, is suggesting a tactical trade that involves going long on bitcoin and short on solana in the lead up to the election. Thielen explained in a note to clients on Monday that the election will have varying implications for different crypto assets, especially in the context of potential approval of a U.S.-based exchange-traded fund (ETF) tied to alternative cryptocurrencies, like solana (SOL).

10x Research 創辦人 Markus Thielen 建議進行戰術交易，其中包括在大選前做多比特幣並做空 solana。 Thielen 在周一給客戶的報告中解釋說，這次選舉將對不同的加密資產產生不同的影響，特別是在可能批准與solana (SOL) 等替代加密貨幣相關的美國交易所交易基金(ETF ) 的背景下。

"A tactical trade heading into the election could involve going long bitcoin and short solana. The rationale is that solana is more exposed to approval of altcoin ETFs, with solana being included in 21Shares' solana ETF," wrote Thielen.

「大選前的戰術交易可能涉及做多比特幣和做空 solana。其理由是，solana 更容易獲得山寨幣 ETF 的批准，而 solana 被包含在 21Shares 的 solana ETF 中，」Thielen 寫道。

"If Harris wins, the likelihood of these ETFs getting approved may decrease, potentially leading to a 15% drop in solana, while bitcoin might experience a more limited decline of around 9%."

「如果 Harris 獲勝，這些 ETF 獲得批准的可能性可能會降低，可能會導致 solana 下跌 15%，而比特幣可能會經歷 9% 左右的有限下跌。”

On the other hand, a victory for Trump could lead to solana, bitcoin and ether rising by around 5%, the note said. BTC and ETH might see bigger gains than SOL on potential Trump victory, as spot ETFs tied to bitcoin and ether are already trading in the U.S. and have amassed billions of dollars in investor money this year.

另一方面，該報告稱，川普的勝利可能導致 solana、比特幣和以太幣上漲約 5%。由於川普可能獲勝，BTC 和 ETH 的漲幅可能會比 SOL 更大，因為與比特幣和以太坊相關的現貨 ETF 已經在美國進行交易，並且今年已經積累了數十億美元的投資者資金。

Availability of an alternative investment vehicle might translate into bigger gains in anticipation of favorable regulatory policy under Trump's presidency.

由於預期川普擔任總統期間會出現有利的監管政策，另類投資工具的可用性可能會轉化為更大的收益。

Solana has yet to get its first spot in an ETF. Currently, VanEck, 21Shares and Canary Capital have filed for solana ETFs with the U.S. SEC.

Solana 尚未在 ETF 中獲得第一個席位。目前，VanEck、21Shares 和 Canary Capital 已向美國 SEC 申請 solana ETF。

"Another reason to be short solana is that daily transaction fees on the solana network have cooled to $2.5 million, hitting a record high of $5 million on Oct. 24, Artemis and TokenTerminal data shows. Similar drop-offs in fees have weighed on the token prices."

「Artemis 和TokenTerminal 的數據顯示，做空solana 的另一個原因是solana 網路上的每日交易費用已降至250 萬美元，並於10 月24 日創下500 萬美元的歷史新高。類似的費用下降也給solana 帶來了壓力。

As of writing, the SOL-BTC ratio traded at 0.00235 on Binance, TradingView chart data shows.

TradingView 圖表數據顯示，截至撰寫本文時，幣安上 SOL-BTC 比率的交易價格為 0.00235。