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链上研究笔记
River截至11月1日的分账挺刺眼：个人手里大约1379万枚比特币，一年净少了约31.8万枚；企业净增约25.2万枚，Strategy一家就占企业持仓的一半还多，大约84.9万枚。
周末现货砸到73500一带、现在还在74819附近磨的时候，大家爱说“散户还在拿着”。账本上过去一年是个人在减、公司在加，而且加的速度已经比去年慢了一大截。
你觉得现在盘口变薄，是杠杆的事，还是接盘的人本来就换了一批？
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