Post
broshao
我先看赔率：消息再好，如果价格已抢跑，也未必值得追着兴奋。
CryptoQuant数据显示，上市公司持有130万枚BTC，14个月增长31%，其中Strategy贡献了71%的增长。
我认为这还算不上企业普遍入场，增量太集中，不能直接上调广泛采用的胜率。我的推测是，如果新增买家变多，持续需求才更可信。我会盯买家广度，不把单一大户当成全行业。
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