Post
oAdam
这波修复性行情差不多到头了。接下来要盯的不是币圈本身，是美债收益率——它弹起来，风险资产估值先承压；油价一窜，通胀故事又活，降息预期跟着缩。长线我仍信加密，但眼下就是清算杠杆、洗掉幻想的阶段。
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