
Post
陈副业
BTC 站上 8.3 万美元,配合一个容易忽略的数据:加密财库类公司持币已破 100 亿美元。
两件事放一起看意思不一样。以前靠散户情绪加 ETF 申购,现在多了第三股力量——上市公司把 BTC 写进资产负债表,买完不卖,等于锁掉一块流通盘。
这一轮和 2021 年最大的区别是抛压来源变少了。回调还有,但每次深跌都有人接。
8.3 万是新台阶还是插针,看量能,别猜。
$BTC
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