Updated
Updated · CoinDesk · Jul 31
Bitcoin, Ether Slip as $10 Billion Options Expire and Middle East Tensions Dent Risk Appetite
Updated
Updated · CoinDesk · Jul 31

Bitcoin, Ether Slip as $10 Billion Options Expire and Middle East Tensions Dent Risk Appetite

1 articles · Updated · CoinDesk · Jul 31

Summary

  • $10 billion in bitcoin and ether options expired Friday as bitcoin fell 1.31% to $63,870 and ether lost 1.40% to $1,890, leaving crypto to end July on the back foot.
  • Middle East conflict and hawkish Federal Reserve comments undercut recovery hopes, even as equities diverged sharply with Kospi up more than 15% and Nasdaq 100 futures rising 1.23%.
  • Derivatives data stayed bearish: taker long-short ratios pointed lower, bitcoin open interest remained stuck near 750,000, and Deribit's remaining options book showed the $60,000 put as the most popular bet.
  • XRP open interest climbed to 2.27 billion tokens while its price slipped to $1.07, reinforcing a short-driven downtrend; bitcoin's 30-day implied volatility also fell to 37%, a level that has often preceded fresh spot weakness.
  • Even with Friday's drop, the CoinDesk 20 Index is still up 8.7% since June—its strongest month in a year—while UNI rose 9.3% and ADA gained 4.09% as rare bright spots.

Insights

Equities are soaring while crypto bleeds; has Bitcoin lost its crown as the ultimate risk asset?
With XRP's massive leverage dwarfing spot volume, is a catastrophic liquidation cascade imminent?
Why is BlackRock quietly pouring money into Uniswap while billions flee from Bitcoin ETFs?