Curated items for this scope are still being collected. Below are the latest related updates; items meeting the curation criteria will be marked separately.
Block Scholes has released its Week 40 crypto derivatives market analysis report. The report shows that despite pressure from the macro environment, BTC prices consolidated in the $82,000 to $84,000 range, while spot BTC and ETH ETFs recorded net capital inflows for seven consecutive days. In the options market, the 25-delta skew for BTC and ETH fluctuated between demand for downside protection and preference for upside exposure, with 7-day ETH implied volatility rising by nearly 10 percentage points.
Block Scholes has released its Week 38 crypto derivatives market analysis report, which shows that the market is currently pricing in a 93% probability of a rate hike at the Federal Reserve's meeting the following day, while the probability of the Clarity Act being passed by the end of 2026 on Polymarket has dropped to 19%. The implied volatility across all tenors for BTC options is in the 38%-39% range, and the implied volatility across all tenors for ETH options is in the 52%-54% range. BTC options skew is close to neutral, ETH options skew shows a moderately bullish stance, and the BTC and ETH risk appetite indices are near historical high ranges.
Block Scholes has released its Week 35 crypto derivatives market analysis report, noting that the U.S. Treasury's plan to double the scale of long-term Treasury buybacks, combined with expectations for the advancement of the Clarity Act, drove BTC up 20% during the week to break through $80,000, and ETH up 30% during the week.
