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137***0081
币圈涨、美股跌，核心是两边定价的东西不一样。
前期市场恐慌民主党掌权后强监管，后来资金反应过来，法案想要一刀切封杀很难被通过，利空提前兑现，币圈回暖。
赛道内部分化清晰：APT、DOT、AVAX、Celo、Ronin总量有硬顶，叠加稳定币叙事，更受资金青睐；ETH、SOL、TRX无供应上限，持续通胀，长期筹码稀释，只能震荡磨行情。
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