Post
歪文
常见的想法是：AI股承压，钱就该轮到币圈。Hayes却估算，SpaceX到2027年6月或新增约86亿股流通股，供应增加约50%，并警告加密流动性可能受拖累。
反过来想一下，我不信资金必然轮动。一是银行深度参与AI投资，两边并非互不相干；二是如果AI信贷收缩带动银行缩表，美元可能直接减少，而非换个市场。我先把“利空隔壁就是利好我”的念头收起来。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$67,447.7-0.02%
ETH/USDTEthereum
$1,914.99-0.01%
SOL/USDTSolana
$76.01-0.05%
Today’s market buzz
1#NVIDIA contacts Arm CEO Haas, internally predicting new CEO candidate
2#US October PPI year-on-year 6.5% below expectations
3#Anthropic launches IPO roadshow, valuation rebounds to $1.8 trillion
