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Bitcoin underperforms Nasdaq-100 by widest margin since 2019 as bearish options activity rises

By

Oliver Renick

6h ago· 4 min readenNews

Summary

Bitcoin is underperforming the Nasdaq-100 by the widest margin since 2019, as traders shift focus to other assets. Options data shows bearish sentiment growing in crypto equities like the iShares Bitcoin Trust (IBIT) and Strategy (formerly MicroStrategy), with put volumes outpacing calls. The most popular options contract is a bet on Bitcoin hitting new year-to-date lows. The article highlights a significant divergence between crypto and traditional tech stocks, with Bitcoin experiencing its coldest period relative to equities in seven years.

Key quotes

· 3 pulled
For the first time in weeks, options volumes in key crypto equities like the iShares Bitcoin Trust (IBIT) and Michael Saylor's Strategy are shifting bearish, with put volumes outpacing calls on Tuesday, and more calls being sold than bought in MSTR and IBIT.
In Strategy, almost 100,000 puts were likely bought, compared to under 37,000 calls, ThinkOrSwim data show.
The most popular contract by volume according to SpotGamma: the 100-strike put expiring June 18 – a bet on new year-to-date lows.
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Bitcoin hasn't had this cold a winter in seven years.

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