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wesley教授
Influential Creator
盯币的别忘了抬头看油。这个周末霍尔木兹海峡又出事：伊朗革命卫队五天内对七艘油轮动了手，胡塞还拿导弹砸了利雅得的阿美设施。很多人一看地缘升级就条件反射"避险，买 $BTC"，方向可能正相反。这盘真正的传导链是：油价一旦被推高→通胀重新黏住→刚钝下去的加息预期又抬头→风险资产跟着一起挨揍。战争在当前这套宏观定价里，算的是加息账，不是黄金般的避险账。所以我真正盯的不是导弹落在哪，是 WTI 站不站得稳。你们怎么看这波油？
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