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楼下便利店
全市场24h跌2.73%,小盘板块却集体领涨——这是缩水池子里的存量搬家,不是新钱进场。判据:USDT市值24h仅+0.01%,等于没增发;$BTC 主导率仍在58.8%高位,资金并未成规模流向山寨。 领涨板块指向同一条叙事:高弹性投机。老分叉币补涨、发射台meme、NFT空投币,除分叉板块外市值都不超过$1.05B,少量资金就能拉出两位数涨幅,是追弹性,不是基本面重估。 判断:这轮轮动属存量博弈,持续性偏弱。恐惧贪婪从一周前69升到78,总市值却在跌,情绪与资金背离。 结束信号:领涨板块集体转跌、USDT市值仍无增发、贪婪指数回落到69以下,三者同现即轮动结束。若USDT市值明显增发且主导率从58.8%往下走,才算新钱驱动的山寨行情。

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