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楼下便利店
$BTC 主导率还在 59.7%,全市场小幅收跌,领涨的却是几个小盘板块。CHF 稳定币涨了 101.2%,但市值太小,一两个币就能拉出来,参考价值不大。剩下的名人概念 +34.6%、券商新链 Meme +18.6%、RaaS +16.7%,说的是同一件事:资金在追新链和 Meme 的短线题材。钱从哪来?USDT 市值 24h 少了 0.11%,场外没有新钱进来,大盘又在跌,这就是存量资金从别处挪进了小盘。恐惧贪婪 63,一周前 62,情绪基本没动,也看不出有增量在推。我判断这轮轮动撑不久,几天内会熄火。结束信号看两条:RaaS 和券商新链 Meme 的涨幅回到个位数,同时 USDT 市值继续收缩。反过来,如果 USDT 转为增发、主导率往下走,就说明小盘有新钱接力,行情还能往外扩。

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