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headmetax
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Why tighter Fed usually fights this bid $BTC
Higher 1-year inflation expectations + 30-year yield through 5.5% raise the hurdle rate on every long-duration, non-yielding asset.
In theory: real yields up → opportunity cost of holding BTC up → risk-off.
In practice, spot ETFs are a different pipe. Some of that $2.8B is not a discretionary “risk-on” trader. It’s access (brokerage, IRA, advisor models) that didn’t exist the last time 30s were this high.
headmetax
$BTC 指明方向。
ETH 告诉我们市场是否愿意承担更多风险。
如果 BTC 在回调后稳定下来，而 ETH 开始获得相对强势，这可能预示着资金转向大盘山寨币。
简单的思路：观察 BTC 结构，然后观察 ETH 强度。
