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歪文
看到矿企转币,我也容易先想到砸盘。常见解读是利空,反过来想一下,我更在意它把钱配给谁。
Hut 8再次转出1617枚$BTC,约1.21亿美元,可能出售。我不把它当单纯看空信号:转账不等于成交;10月卖币曾用于股票回购,说明矿企优先照顾的未必是持币者。我会盯资金用途,不替转账下结论。

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