BlockBeats 消息，7 月 2 日，QCP 发布每日市场观察称，“机构需求支撑比特币，美 SEC 加速 ETF 审批进程。加密衍生品市场流动性持续改善。Solana 期货在芝商所（CME）成交量创下 175 万张的历史新高，而 XRP 期货在上线首月就突破 5 亿美元交易额。比特币期权市场的风险逆转略有回升，但隐含波动率依然接近历史低位。基差与收益率仍反映出市场情绪偏疲软，目前大多数交易头寸偏向低吸与区间震荡策略。
比特币的市场主导率稳定在 65%-66%，为多年高点。散户、OG 和短期持有者似乎进入了“暑假模式”，而机构则在悄然持续建仓。市场的关注焦点正转向第三、第四季度，当前持仓状况预示着潜在的波动率新周期即将开启。
美国宏观环境利好风险资产，鸽派信号增强，市场风险偏好回暖。美股继续稳步上扬，得益于 IPO 市场复苏，以及市场对中美贸易、债务上限和地缘政治风险的缓解预期。这种风险偏好情绪也传导到了加密市场，尽管山寨币情绪依旧落后于主流币种。”
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