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楼下便利店
$BTC 停在83,582.6,24小时振幅只有1.5%,DVOL 38.4,期权市场没在为大波动付钱。美股那边资金挤进质量股,高Beta一侧被冷落,按说币价该跟着承压,盘面却没跟。24小时空单被清693万美元,比多单的647万还多一点,往下砸的力量并不集中。期权持仓put/call 0.91,成交put/call 0.96,保护性买盘有,离恐慌还远。 我的判断偏多。质量股抱团已经很挤,CPI偏温和或美联储口风转软,这笔钱一松,最先回流的是高波动资产,$BTC 就在这条线上。稳定币供给3,099亿美元,场外的钱也没撤。 翻空条件:价格跌破82,912.8,同时成交put/call站上1、DVOL明显抬头,说明币圈开始跟美股一起避险,这个判断就作废。在那之前看震荡偏上,先看能不能站上84,117.6。

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