$BE daily line rose 6.84%, and the funding rate has returned to zero. The volatility of on-chain U.S. stock contracts is starting to be tied to political events, which is a single-signal judgment.
A funding rate of 0 means the arbitrage space between longs and shorts has temporarily disappeared, and no obvious change in positions suggests new capital is still on the sidelines. But the upward price pulse likely means the market is pricing in policy expectations related to the U.S. election and betting on certain industries benefiting.
The strongest counterargument is that if there is no new political catalyst, this momentum will quickly fade, after all, the one-day gain is not extreme.
Trading tag: #TradFi #链上美股 #BE
Where do you think this line of reasoning is most likely wrong?
A funding rate of 0 means the arbitrage space between longs and shorts has temporarily disappeared, and no obvious change in positions suggests new capital is still on the sidelines. But the upward price pulse likely means the market is pricing in policy expectations related to the U.S. election and betting on certain industries benefiting.
The strongest counterargument is that if there is no new political catalyst, this momentum will quickly fade, after all, the one-day gain is not extreme.
Trading tag: #TradFi #链上美股 #BE
Where do you think this line of reasoning is most likely wrong?