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星辰大海➠
一直有个事没想明白:ETF 天天曝这个流出那个流入,到底关我什么事?
昨天美国现货 BTC ETF 净流出 1.16 亿美元。听着挺吓人,拆开一看,IBIT 走了 9,500 万,代码 BTC 的那只走了 5,260 万,两个加起来比净流出总额还多——说明还有别的产品在偷偷买。
所以所谓资金撤离,其实是有人跑、有人接,一减,剩个 1.16 亿。我现在的理解:这数字不是预言,是记账。
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