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颜值糕(乞讨版)
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美国加息中长期维度,如果美国财政、能源驱动的通胀反复,法币信用持续损耗,BTC作为非主权硬资产的叙事依旧成立,只是这套逻辑在高利率环境下,会被暂时搁置。
后续不必被市场快速切换的叙事带节奏,重点盯三大变量:美国CPI与薪资数据、10年期美债实际收益率、美元指数。加密市场的行情,大多是宏观流动性的结果,而非原因。#PPI高于预期,今晚CPI定方向
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