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歪文
不少人会把巨鲸买入当成看涨票。Onchain Lens称,一巨鲸近1小时从BitGo买入4230万美元代币,其中ETH约3424万美元。
反过来想一下,我觉得这消息的情绪价值大于判断价值:一是买入额不等于全市场净流入,二是单小时记录看不出持仓期限,短期交易和长期配置是两码事。我先记下信息缺口,不替巨鲸补投资逻辑。

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