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冯宝宝在烤红薯
选举周开始了,波动估计小不了。数据就一个非农,财报重点看CoreWeave和Gemini。但我更担心伊朗在选举期间搞事,霍尔木兹那套美国没接招,油价周末也没起色,伊朗真要再推一把,共和党会很难受,川普甩锅都没用。
周五76000埋伏了的$BTC ,现在没那么自信了,好在币安提现恢复后,情绪应该缓了一些。只要油价和科技股稳住,BTC不会太差,但现在一看油价就头疼。
空单还在,只是资金费率太高,震荡时减了点仓,个人判断没变:中期选举前,美伊很难和解。

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