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歪文
增持83%，很多人会把俄亥俄州教师退休基金这步看成机构看多信号。我反而觉得，拿它证明资金大举入场，太急了。
反过来想一下：持仓市值1440万美元，放在1100亿美元的盘子里，分量有限；买的是Strategy股票，也不能直接等同比特币现货买盘。我的判断是叙事利好大于资金冲击，我会盯实际敞口，不追着增幅兴奋。
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