Post
wesley教授
Influential Creator
聊个容易被忽略的信号：现货黄金今晚急跌近30美元、跌破4290，白银同步走弱，而美债收益率在强PMI之后继续往上飙——英国10年期都干到5.29%了。避险的金银和抗通胀叙事被一起抽血，说明市场在重新定价「利率更高、更久」。$BTC 顶在8.7万下方横着装坚强，可它头上这片宏观天花板，正在悄悄压下来。别被贪婪指数骗了，钱的成本才是硬约束。这种时候你更信情绪，还是信利率？
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