BlockBeats 消息，3 月 25 日，QCP 发布每日市场观察称，摩根大通和越来越多的策略师告诉他们的客户，近期的美国股票下跌浪潮很可能已经过去，市场情绪的改善和历史性的季节性支持是原因所在。第二季度尤其是 4 月历来是风险资产表现最好的时期之一，仅次于节日气氛浓厚的 12 月上涨。标准普尔 500 指数在第二季度实现了 19.6% 的平均年化回报率，而比特币在此期间也创下了第二好的中位数表现，同样仅次于第四季度。
特朗普周一两次表示，贸易伙伴可能会获得关税豁免或削减，这帮助缓解了市场的紧张情绪。BTC 短暂突破 88,000 美元，其他加密货币的表现优于 BTC。然而期权市场仍保持谨慎并未明显转向看涨，表明交易者正在等待关税情况的发展。
本周五为期权季度到期日，最高未平仓量在上方行权价超过 10 万美元，QCP 预计主要波动不会仅由期权头寸驱动。市场注意力将转向个人消费支出通胀数据，这可能成为下一个关键催化剂，预计美国股市的波动性将会上升。
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