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wesley教授
Influential Creator
盯币的今晚多看一眼韩国。野村维持判断：韩国央行 11 月大概率加息，终端利率看到 3.5。很多人以为全球央行都在比谁先降息，其实画面比这复杂，韩元走强、通胀黏着，亚洲这头还在往收紧的方向挪。这意味着什么？全球流动性的退潮不是美联储一家的事，是一片一片在抽水。风险资产这两年涨的底气，很大一部分来自「钱多到没处去」；当多个经济体同时把水龙头往小拧，最先难受的永远是估值最飘、杠杆最高的那批资产。下周美联储议息你们都在等，但真正的底色是：便宜钱的时代，正在一格一格退场。$BTC
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