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Illiquid Bitcoin Options

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Academic paper

Illiquid Bitcoin Options

AuthorsYang Guo; Jiasun Li; Mei Luo; Yintian Wang

Institute
  • Tsinghua University
  • George Mason University
  • ?George Mason University - Department of Finance
  • ?Tsinghua University - School of Economics & Management

Strategy in a nutshell

Trade BTC options daily: go long illiquid (high RS) and short liquid (low RS) calls & puts. Portfolios volume-weighted and rebalanced daily. Only 10% of capital used due to high volatility.

Economic rationale

High bid-ask spreads in BTC options persist due to volatility, low liquidity, and market frictions. Exploiting illiquid-minus-liquid premia can yield returns for sophisticated traders.

Backtest performance

Annualised return186.15%
Volatility301.63%
Sharpe ratio0.62