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巨然
我先算笔账：这份日报称纳指跌5.52%，比特币跌5.57%，两边跌幅差不多。国会高层呼吁暂停数据中心，但呼吁还不等于政策落地。
我觉得靠币股搭配分散风险的思路受了挑战：名字不同，恐慌时可能挨同一刀。我会选稳阵，不把多配一种资产当避险。面对这轮重定价，你会求稳降低风险暴露，还是愿意冒险承受币股同跌？
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