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wesley教授
Influential Creator
一条被芯片大涨盖过去的消息，我觉得比 K 线更该盯：日本央行 10 月会议纪要里，已经有委员公开主张「加快加息步伐」，理由是通胀达标、金融环境还是太宽松。
这事为什么重要？过去十几年，全球风险资产狂欢的底层燃料之一，就是日元近乎零成本的套利资金。日本真要把利率往中性水平推，等于全球最大的廉价资金水龙头在慢慢拧紧。
别只盯着美联储 12 月加不加息。$BTC 这类资产最怕的，从来不是某一次会议的那个点，而是整个流动性潮水的方向。潮水往回退的时候，裸泳的才会被看见。你的仓位，经得起水位下降吗？
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