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理智分析的牛
3424万美元的ETH买入，我先想最坏情况：如果跟着消息下注，即便方向看对，也可能先扛不住波动。这笔买入还涉及LINK、AAVE和UNI。
我觉得，这条消息不足以当方向信号：买入记录看不出是否有对冲，也不知道持仓期限，巨鲸的风险敞口未必和我们一样。给自己提个醒：看成交金额之前，先写清单笔最多能承受多少亏损。
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