#美联储政策与货币政策 The recent move in US Treasury yields is quite interesting. Traders are heavily betting on the 10-year yield returning to 4%, with single-cycle options contracts costing $80 million, and open interest soaring to 1.71 million contracts. This indicates a shift in market expectations regarding the Federal Reserve's future policy.
The key is to understand the underlying logic—when traders aggressively buy call options, it suggests they are betting that the expectation of rate cuts will be broken. For our Schrödinger's crypto enthusiasts, this presents an opportunity. Rising US Treasury yields typically increase the discount rate for risk assets across the board, leading to a wave of liquidity tightening on-chain. However, this also creates a timing window for new project teams to raise funds and release airdrop incentives.
My advice is this: closely monitor Federal Reserve officials' statements and economic data releases. Once it’s confirmed that the pace of rate cuts is slowing, new project interaction opportunities will surge. Prepare your accounts now, ensure sufficient gas fees, and debug interaction scripts. When the wind shifts, jump in directly. Quickly completing multiple project interactions at minimal cost makes this a golden period for grabbing airdrops.
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#美联储政策与货币政策 The recent move in US Treasury yields is quite interesting. Traders are heavily betting on the 10-year yield returning to 4%, with single-cycle options contracts costing $80 million, and open interest soaring to 1.71 million contracts. This indicates a shift in market expectations regarding the Federal Reserve's future policy.
The key is to understand the underlying logic—when traders aggressively buy call options, it suggests they are betting that the expectation of rate cuts will be broken. For our Schrödinger's crypto enthusiasts, this presents an opportunity. Rising US Treasury yields typically increase the discount rate for risk assets across the board, leading to a wave of liquidity tightening on-chain. However, this also creates a timing window for new project teams to raise funds and release airdrop incentives.
My advice is this: closely monitor Federal Reserve officials' statements and economic data releases. Once it’s confirmed that the pace of rate cuts is slowing, new project interaction opportunities will surge. Prepare your accounts now, ensure sufficient gas fees, and debug interaction scripts. When the wind shifts, jump in directly. Quickly completing multiple project interactions at minimal cost makes this a golden period for grabbing airdrops.