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小v齐齐
30年期美债收益率5.48%,2002年以来的水平。对股市来说,债券5%+的收益率让股票显得不香了;对币圈来说,持有BTC没有利息,持有美债有5.48%,资金自然往债跑。Fed minutes自己都承认"长期收益率上升比FOMC预期的更快"——意思是市场自己在收紧,可能比Fed加息还狠。这个环境下,别指望币圈和美股能独立大涨,它们面对的是同一个敌人。
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