- Options markets point to continued uncertainty:


Glassnode analysts echoed the cautious tone, highlighting the ongoing defensive positioning in the options market even as Bitcoin’s price recovered from around $58,000.

Glassnode wrote in a post on X: “Options markets are reassessing the risks, volatility, and probabilities that investors assign to the next major move.”

The company said that implied volatility, as measured by the DVOL index, is seeing an upward trend, reflecting growing uncertainty amid the recent heavy selling of Bitcoin. However, volatility remains far below the levels seen during previous major market disruptions, suggesting that traders are reassessing risk.

Glassnode added that options markets still favor hedging against downside, as the one-week (25) delta skew index remained positive, with put options trading at a premium over call options. Bitcoin also remained in the negative gamma zone, meaning that traders’ hedging activity could amplify price volatility in both directions.

Glassnode analysts noted that the current options market indicates that investors are still on alert and expect uncertainty to persist despite Bitcoin’s recent rebound.

Bitcoin is trading at $62,450, up 1.5% over the past 24 hours at the time of this writing.
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Before00zero
- Weak employment data eases pressure as Bitcoin price rises above $62,000:
- CoinShares announced that nonfarm payroll data for June rose by 57,000 jobs, far below expectations of 115,000 jobs. This data led to a decline in the two-year U.S. Treasury yield, prompting markets to scale back expectations of near-term interest rate hikes, helping Bitcoin recover from its recent cycle low near $57,000.
- The report said: "What was printed today helps marginally; it does not amount to a policy shift."
- CoinShares noted that the market reaction highlighted Bitcoin's sensitivity to changes in interest rate expectations. However, the firm argued that despite ongoing macroeconomic challenges, liquidation among large investors has subsided.
- CoinShares added: "In fact, the picture looks better than sentiment suggests. The distribution by whales appears to have come to an end."
- The report pointed out that wallets holding over 100,000 Bitcoin distributed nearly $39 billion worth of Bitcoin after the market peak in October 2025, but selling pressure has now largely subsided.
- CoinShares wrote: "This selling has since slowed to a halt, removing the dominant pressure that characterized 2025."
- The firm also noted that Bitcoin investment exchange-traded products (ETPs) have recorded net outflows of nearly $2.7 billion this year. In contrast, exchange-traded funds (ETFs) focused on artificial intelligence attracted about $5.5 billion over the same period.
- This divergence suggests that investors have reallocated their capital toward one of the market's best-performing themes rather than abandoning Bitcoin entirely.
- CoinShares also warned that many risks still loom over the outlook, including the absence of more accommodative monetary policy, continued oversupply related to strategy, geopolitical uncertainty surrounding Iran, and slowing momentum for cryptocurrency legislation in the United States.
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Before00zero
· 12h ago
Bitcoin options markets remain in a defensive posture, as rising implied volatility signals expectations of increased market uncertainty.
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