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婷婷不当韭菜
Influential Creator
都说降息没了$BTC 该崩，结果资金反手往ETF里灌。
OKX现价83,800刀，10Y美债5.17%，现货ETF连续6日净流入3.657亿刀、ARKB单日领吸1.138亿。
美债40万亿上限又到续命窗口，财政贬值进第二阶段，机构拿ETF当避险舱而非离场。价不破8.2万说明承接盘在，但5.17%无风险收益仍压风险偏好。
风险中性偏多，守8.2万冲8.6万，破7.9万减仓；仓位三成封顶。债息悬顶但ETF兜底，BTC买的也是别人替你接的盘。
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