降息预期引波动：比特币做多做空策略分歧加剧，XBIT 平台交易活跃

Core Viewpoint - The Federal Reserve Governor Milan advocates for aggressive interest rate cuts, indicating that the current monetary policy is overly tight and poses increasing risks to the U.S. economy [1][3] Market Reaction - Milan's statements have led to significant volatility in global financial markets, particularly in the cryptocurrency sector, with a noticeable split in bullish and bearish sentiment towards Bitcoin [1][3] - Following Milan's speech, Bitcoin's network transaction volume increased, and institutional investors like Grayscale slightly increased their holdings by 1.2%, indicating a shift towards bullish positions [3][4] Trading Strategies - Long-term investors are adopting Bitcoin bullish strategies based on expectations of a liquidity increase and asset appreciation due to potential rate cuts, with XBIT decentralized exchange seeing a 15% increase in long positions post-speech [3][6] - Short-term traders are more focused on the uncertainty of policy implementation, leading to a 58% increase in the frequency of opening and closing positions in Bitcoin perpetual contracts [4][6] Derivatives Market - The derivatives market reflects a divergence in market sentiment, with a 22% increase in CME Bitcoin options open interest and record high trading volumes for both $40,000 call options and $35,000 put options [4][6] Role of Decentralized Platforms - Decentralized trading platforms like XBIT are becoming crucial for investors, offering transparency and reducing counterparty risk in a volatile market environment [6][8] - XBIT's multi-source liquidity aggregation technology has helped maintain low trading slippage, enhancing its competitive edge in the market [6][8]