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陈副业
陈副业
美股狂欢，大饼为何不跟涨？ 今天全球风险资产集体回暖：纳指相关ETF涨1%，恐慌指数单日大跌近7%，新兴市场货币也创出盘中新高。但加密像个局外人——大饼收跌，以太跌超1%，现货ETF也翻绿。 宏观暖风吹得挺足，钱却绕开了币圈。这说明现在的问题不在宏观，而在内部：没有新叙事，增量资金不足，ETF流入放缓，链上活跃度平淡。 盘面看，大饼在84000上方反复拉锯，以太连2700都站不稳，弱势格局没变。市场在等一个属于自己的催化剂，而不是跟在美股后面喝汤。热门资金在ZEC、SOL等小币里快速轮动，分歧已经很大。$BTC $ETH $ZEC
$ETH-1.34%
$BTC-1.20%
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11:50 · 10/03/26·11.52K views·Posted on OKX Orbit

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