昨晚美联储官员放鹰🦅,加上政府开门预期落地,日本的凯侠财报“暴雷”,昨天美股的存储赛道大幅杀跌,英伟达这些也是大跌,所以传导到了 $BTC .
$BTC 定价权已经完全在华尔街,另外山寨币整体都很差,山寨的价值原本是0,这句话是这轮最大的收获,除非有质的改变(例如外部机构入场,突发事件导致币圈被外部快速接纳),否则PVP行情加剧不会有本质的改变,当然仍然有结构性的机会,需要耐心等。
今年真正的行情就只有今年年初在 $SOL 松鼠 $PNUT 那一波,各种 #meme 百花齐放,终结行情的是特朗普发币。
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