
Post

巨然
我先算笔实在账:据Trader T监测,昨日美国以太坊现货ETF净流出132万美元,灰度迷你信托流出196万、21Shares TETH流出41万,被贝莱德质押ETF(ETHB)流入的105万抵消了一部分,其余均为零。
我看这对$ETH是偏弱信号,但还不足以判断资金全面撤退。一来,净额背后有进有出,产品之间表现有分化;二来,只有单日数据,没有连续走势和规模对照,光看132万,很难判断抛压到底有多重。把它直接解读成趋势反转,我觉得太急。
想冒险的人可能会押资金很快回流,我还是选稳阵一点:接着看净流出是否持续,以及流入能否扩散到更多产品,不拿一天的数据给自己壮胆。

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