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Crypto币神(互动版)
昨天 $ETH 为什么逆势拉了?
大家一开始全都盯着:民主党拿下国会,特朗普的加密法案没戏,直接砸。但漏掉最关键一点:国会卡住预算,他拿不到钱继续打,中东冲突升级的黑天鹅直接降概率!
战争溢价一撤,油价通胀预期下来,美债收益率回落。ETH 吃利率弹性,直接起飞。
不是马上停战,是没法再大规模加码。这是风险出清的反弹,不是牛市启动,前面还有周五非农这一关,千万别追!
#非农在即,就业数据能否强化12月加息预期?

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