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飞哥定投策略
1.实质没变:伊朗说“没新提案,还是原来那个”,只是把实施期限从“7天”缩短到了“2天”。
2.打破预期:新闻底下有个很准的标签——“打破外界妥协预期”。意思是美伊双方还在极限拉扯,根本没打算立刻和解。
3.对币圈的影响:中东不消停,原油就下不来;原油下不来,通胀就压不住;通胀压不住,美联储就得继续嘴硬。这对风险资产(比特币、美股)是隐形利空。
#美伊外交斡旋持续,霍尔木兹通航分歧待解 $BTC


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