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陈副业
陈副业
10年期美债收益率逼近5.33%，这不只是债市的新闻，是所有资产的定价锚。逻辑很朴素：买债的人少了，财政部就得抬高利息才有人接，利息越贵说明市场觉得借钱给美国政府风险越大。油价挂在104附近，地缘还在较劲，通胀就压不下去；40万亿存量债务，光利息一年就是两万亿级别，只能借新还旧，越滚越贵。回头再看$BTC，它不产生任何现金流，涨了才有钱。机构算账时，5.33%的无风险收益就是硬机会成本，配多少仓位心里自有杆秤。所以别只盯K线，真正决定水位的是这根收益率曲线。 $BTC
$BTC+0.84%
21:31 · 10/01/26·487 views·Posted on OKX Orbit
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