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歪文
看到净流入,常见解读是机构回来了。昨日比特币现货ETF净流入7461万美元,富达FBTC流入2.3672亿美元,贝莱德IBIT流出2.012亿美元。
反过来想一下,我不认同这就算机构看多:两家流向相反,谈不上共识;如果有资金在渠道间迁移,那么流入也未必全是新增需求,这是我的推测。你觉得两家反向申赎能说明机构态度吗?持相反意见的来辩。

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