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且行且看
🔍7.57亿美元资产，都是新钱？先别急着下结论。SoSoValue数据显示，美东10月28日美国$ZEC现货ETF净流入207.35万美元，累计净流入2.11亿美元。
我更看重申购，不是规模：净值也受币价影响。这是我的推测：如果只看资产规模，容易高估新增需求。
接着盯规模变化：你猜后续主要靠净申购还是币价推动？一起看谁猜得更近。
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