张无忌wepoets

BTC is at $66,038. It surged last night to 66k, the highest in nearly two weeks, rising strongly by nearly 3% from yesterday’s low of $64,200. Spot ETFs have seen net inflows for 6 straight days, totaling over $600 million. The Fear Index rebounded to 33, moving out of the extreme fear zone. However, only 30% of coins are trading green; capital is concentrated in BTC, and divergence on the altcoin front is intensifying.
This period’s outlook: BTC breaking above 66k confirms the bullish trend. Over the next 3 days, watch for BTC to test 68k, HBAR to break out on increased volume, and the continuation of the AAVE DeFi recovery. Tesla’s after-hours earnings report and next week’s FOMC are key variables.
Hedera HBAR
Current: $0.0732 | Up 5.05% in 24 hours | Trading volume $81.70 million | Composite score 78/100

BTC surged to 66.6K. On the 31JUL26 call side, there was a 1,000-contract roll: buy 68K, sell 72K, and simultaneously build 70K for August.
BTC 66,605
Gamma is concentrated around 66K (the 31JUL26 main contract). After the price made a new high, it moved toward this level.
Skew is about -3.8% (31JUL26 68000-C IV 35.8% vs 62000-P IV 39.6%). The OTM puts are relatively overpriced, and the skew is narrowing.
VRP is about +4.2% (31JUL26 HV 32.4%, IV 36.6%). IV is higher than HV, suggesting options are priced rich.
Large-scale repositioning appeared on the call side of 31JUL26: buying 1,000 contracts of 68000-C (~$851K) and selling 1,000 contracts of 72000-C, with buying 1,000 contracts of 70000-C for 7AUG26. The OI of 68000-C fell to 3,897, while the OI of 72000-C rose to 26,242. Funds overall rolled up to 72K and shifted ahead into August.

BTC is at $64,200, down about 2% from yesterday’s high of $65,500. It failed to hold above the $65k resistance level. However, 74% of coins turned green—average gains of +2.56%—and profitability continues to spread in the altcoin space. Oil prices have broken above $90. Chip stocks have entered a technical bear market, but the crypto market has shown independent resilience.
This period’s outlook: The broader market may pull back, but altcoin sentiment is booming. Over the next 3 days, watch for ONDO momentum to continue, ETH to follow and catch up on gains, and AAVE DeFi to rebound. Oil prices and the FOMC remain the biggest external variables.
Ondo ONDO
Current: $0.4038 | Up 12.52% in 24 hours | Up 28.49% this week | Overall score 92/100

BTC is at $65,500, reaching a new 14-day high and up 5% this week. ETFs have seen net inflows for 5 consecutive days, totaling over $600 million. The CLARITY Act obstacle has been cleared—Trump has agreed to the ethical provisions, and a Senate vote is imminent. However, the Fear Index is still only 25, indicating extreme fear; sentiment is lagging behind price.
This round’s outlook: Over the next 3 days, key focus is on ETH breaking above $2,000, the continuation of the ONDO momentum/leveraged-buying move, and a rebound/repair after HYPE’s oversold drop.
Ethereum ETH
Now: $1,922 | 7-day change +8% | Overall score 82/100
Outlook: Bullish. Target in 3 days: $2,050–$2,100. ETH has outperformed BTC for 7 straight days, and ETF inflows are ongoing ($38 million per day). After BTC breaks above $65k, ETH should have even greater upside. There is no significant volume resistance in the $1,900–$2,000 range; after a breakout, the probability of acceleration is high.

BTC breaks above 65K; the 31JUL26 68000 Call sees 400-lot block buying
BTC 65,322
Gamma is concentrated near 65K (the 31JUL26 front-month contract). After the price broke through the whole-number level, it gravitated toward that area.
Skew is about -4.5% (31JUL26 68000-C IV 33.9% vs 62000-P IV 38.4%). The OTM puts are priced a bit rich, so downside protection demand is still present.
VRP is around +0.3% (24JUL26 HV 35.2%, IV 35.5%). IV is close to HV, so the pricing is broadly reasonable.
A 400-lot block trade occurred for BTC-31JUL26-68000-C (~$169K premium), and there were also 100-lot buys for 70000-C. The OI of 68000-C increased from 3,972 to 4,891. After BTC breaks above 65K, funds are betting upward and positioning to drift down from 68K.

BTC breaks above 65k, ETF inflows total $1.2B in 7 days, ETH nears 1900
Binance Research Daily Report | 2026-07-21
The main market index has risen above a key level today. BTC is at $65,285, up 1.26%, breaking above the $65,000 threshold—for the first time since July 15. ETH is nearing $1,903, up 2.02%, just a step away from $1,900. SOL is up 2.35%, HYPE up 2.53%, and prices are rising across the board.
This rally isn’t driven by retail FOMO—it’s institutions putting in real money. In the past nearly 7 trading days, U.S. spot Bitcoin ETFs saw net inflows of about $1.2 billion, with BlackRock’s IBIT accounting for nearly half. Large wallets holding between 1,000 and 10,000 BTC have increased their holdings by a cumulative ~66,700 BTC over the past 60 days, the strongest buying pace since February.

Bright start to Monday: PUMP rockets 22%, and the PEPE MEME season returns
Binance Research Daily Report | 2026-07-20
The new week’s broader market shows a modest recovery. BTC is at $64,492, up 0.78%, bouncing back from the slump over the weekend. 55% of assets have turned green, and the Meme sector is surging across the board. This week’s two key variables—the progress of the CLARITY bill voting and the FOMC interest rate decision—are both awaiting final outcomes.
Pump.fun PUMP
In the past 24 hours, it surged 22.44% to $0.002042, with trading volume of $95.25 million. PUMP is up 39.85% for the week, becoming the double winner. The Meme coin launchpad track on Solana remains intensely hot; platform revenue hit a new high, and token prices directly benefited. However, Meme coins are highly volatile—after a 22% jump, chasing higher prices should be done with caution.

BTC is trading in a narrow range; 300 lots of the 2000 Call for ETH 31JUL26 were bought in a large trade.
BTC 64,786
Gamma is concentrated in the 64K–65K range (expires 24JUL26), with prices consolidating in a narrow range.
Skew is about 0% (the IV difference between call-put across each strike for 24JUL26 is basically unchanged), with no clear directional bias.
VRP is approximately +1.1% (24JUL26 HV 33.4%, IV 34.5%). IV is slightly higher than HV, and option pricing shows no obvious discount.
15 lots were sold in BTC-24JUL26-66000-C, the volume is not large; the 70K/72K Call OI for 31JUL26 remains at 27,521—staying at a high level with little change.
ETH 1,878
Gamma is concentrated around 1,825 (24JUL26 Straddle IV about 48%).

ZEC is up 9% for the week; LTC leads the way, while BTC trades over the weekend on reduced volume around 64k.
Binance Research Daily Report | 2026-07-19
The market on Sunday is even quieter than yesterday. BTC is quoted at $64,029, continuing to trade in a narrow range around the $64k level. The total daily trading volume is only $27 billion, typical of a weekend low-volume session. 53% of coins are green, and both longs and shorts are roughly balanced.
Last week, BTC fell from 65k to 64k, with relatively limited movement throughout the week. The Fear & Greed Index is 27, indicating that market sentiment is rather cold, though prices still have support. The CLARITY Act hearing is ongoing, and next week’s FOMC meeting is the biggest focus.
Litecoin LTC
Over the past 24 hours, it is up 3.14%, trading at $46.97, with a trading value of $288 million. LTC is one of the top gaining coins by trading volume today. In recent times, Litecoin has seen new use cases for payments and settlement, and on weekends, funds tend to favor established assets with strong consensus and relatively moderate volatility.

BTC 70K Call: OI surged by 20,000 contracts over two days; large capital has heavily reallocated bets toward late July.
BTC 63,870
Gamma is concentrated near 64K (expires 24JUL26); the price is being pulled in that direction.
Skew about -1.5% (24JUL26 64000 Call-Put IV differential); the Put side is slightly more expensive, with no obvious panic in the tail.
VRP is about -2% (24JUL26 HV 34%, IV 32%); options pricing is below realized volatility.
For the 31JUL26 70K/72K Calls,新增 OI exceeded 20,000 contracts over two days; the 70K for 7AUG26 is also positioned in advance, with large capital continuously buying to protect the upside near the tail end.
ETH 1,839
Gamma is concentrated near 1825 (24JUL26 straddle sees heavy volume on both sides).

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IceFire Island Options Notes｜2026-07-18
① Spot focus
BTC $63,868（+0.1%）｜ETH $1,839（-1.3%）
BTC trades in a narrow range over the weekend, with the price staying almost flat around 63.9K. ETH continues to pull back, down 1.3% to 1,839, while the BTC/ETH ratio rises to 34.7x. After the 17JUL26 expiry, the market shifts into a weekend low-volume consolidation mode, with BTC ranging and consolidating in the 63–64K area.
② Deribit order book
BTC:
Vol PCR 0.81 | OI PCR 0.46
Vol PCR stays in a mildly bullish range. OI PCR falls to 0.46, and the Call positioning advantage keeps widening—Calls on the OI side have approached 2x Put.
The front-end basis is about +0.03% (BTC-19JUL26), with futures at parity.