进入美国大选前，多头比特币空头 Solana 是首选战术交易：10X Research

Solana 的每日交易费用已从上个月创下的历史高位大幅下降，为 SOL 代币提供了看跌线索。

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 的数据显示，Solana 网络的每日交易费用已从 10 月 24 日创下的 500 万美元的历史新高降至 250 万美元。费用的下降可能对 SOL 代币不利。

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.

距离美国总统大选仅几个小时，市场正在为潜在的市场波动事件做好准备，这可能会决定定向交易者的成败。有鉴于此，10x Research 建议进行配对交易，以应对预期的选举引发的动荡。

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 创始人马库斯·蒂伦 (Markus Thielen) 建议进行一种战术交易，其中包括在大选前做多比特币并做空 solana。 Thielen 在周一给客户的一份报告中解释说，这次选举将对不同的加密资产产生不同的影响，特别是在可能批准与 solana (SOL) 等替代加密货币相关的美国交易所交易基金 (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.

“大选前的战术交易可能涉及做多比特币和做空 solana。其理由是，solana 更容易获得山寨币 ETF 的批准，而 solana 被包含在 21Shares 的 solana ETF 中，”Thielen 写道。

"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 获胜，这些 ETF 获得批准的可能性可能会降低，可能导致 solana 下跌 15%，而比特币可能会经历 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，该报告称，特朗普的胜利可能导致 solana、比特币和以太币上涨约 5%。由于特朗普可能获胜，BTC 和 ETH 的涨幅可能会比 SOL 更大，因为与比特币和以太坊相关的现货 ETF 已经在美国进行交易，并且今年已经积累了数十亿美元的投资者资金。

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

由于预期特朗普担任总统期间会出现有利的监管政策，另类投资工具的可用性可能会转化为更大的收益。

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 中获得第一个席位。目前，VanEck、21Shares 和 Canary Capital 已向美国 SEC 申请 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 的数据显示，做空 solana 的另一个原因是 solana 网络上的每日交易费用已降至 250 万美元，并于 10 月 24 日创下 500 万美元的历史新高。类似的费用下降也给 solana 带来了压力。代币价格。”

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

TradingView 图表数据显示，截至撰写本文时，币安上 SOL-BTC 比率的交易价格为 0.00235。