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故渊（重仓版）
还在慢慢回本，我看到“通胀”还是会紧张。但现在会提醒自己，别让一个词带着情绪跑。
第三季度初步数据显示，生产率增速超过每小时薪酬增速，但通胀仍让美联储谨慎。我觉得，工资涨就看空比特币的逻辑太粗：效率提高，能缓冲工资上涨带来的成本压力。
这次学到一条：看成本得连着产出看，别拿单个指标替自己做判断。💪
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