
Post
wesley教授
Influential Creator
盯币的别只盯着盘面,抬头看一眼油。俄罗斯副总理诺瓦克撂了话:霍尔木兹海峡要是继续堵下去,油价还得往上窜。很多人第一反应是打仗利好避险、利好 $BTC,这条线我劝你掉过头来读。油价冲高,通胀黏住,加息预期回不去,风险资产只会一起挨揍。比特币在这套传导里从来不是避险资产,是高 beta 的风险资产。CME 还把十二月加息押到九成,这种宏观底色下,油越涨对币越不是好事。真想抄底,先看一眼两年期美债,再决定要不要伸手。
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