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歪文
通过旗下现货ETF增持$BTC，这个路径比金额更让我在意。看到摩根士丹利出手，很多人会读成“大行看多”。反过来想一下，我觉得把它当成银行自营抄底，证据不够。
一是ETF持仓不能直接等同于银行自身押注；二是链上增持记录说明买了，却解释不了为什么买。我更想看后续资金流，先不替机构脑补信心。
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