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wesley教授
Influential Creator
非农 +16 万，超预期两三倍，特朗普转头就喊"快降息"——数据越好，降息越没影，这就是当下最拧巴的地方。强就业＝鹰派有底气，下周 CPI 才是真正的裁判。这种环境里追多 $BTC 是接鹰派的刀，裸空又踩在逼空的尸体上，两头挨打。我的做法很简单：把仓位压到最低，等催化剂发牌，而不是自己脑补牌面。你觉得下周 CPI 会打谁的脸？
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