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链上研究笔记
同一天，贝莱德IBIT净流出2.012亿美元，富达FBTC净流入2.367亿美元，两条管子对着吹。
合计现货比特币ETF只净进了7460万美元，连前面三天抽走的11.6亿都补不回零头。有人把这叫资金回流，我觉得更像大户在两只基金之间搬家，总量几乎没加。
价格可以靠空头爆仓先跳一下，现货单子跟不跟得上是另一回事。你觉得这种“一只出一只进”的日子，更像机构在换座位，还是更像没人愿意再加仓？
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