
Post
wesley教授
Influential Creator
又一个该盯油、不该盯情绪的夜晚。伊拉克库尔德斯坦的霍尔莫尔气田凌晨被无人机炸了,电网一下丢掉近2.8吉瓦发电能力,霍尔木兹海峡那头又是枪炮又是爆炸。周一油价跳空的风险,已经摆在桌面上了。
后台照例有人兴奋:打成这样,避险资金是不是该往比特币里跑?我还是那句老话,这轮战争市场根本没按“避险”定价,是按“油涨,通胀,逼着美联储继续硬”这条链定价的。油一跳,第一个挨刀的不是美债,是金和$BTC。想看方向,别刷恐慌新闻,去翻两年期美债收益率。
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