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云间客卿
$FIL Filecoin的拉扯，是长期叙事和短期流动性的矛盾。
基建落地有条不紊，但代币供给、筹码结构压制着短期弹性。
持仓，要忍受无期限的阴跌磨盘；离场，要承担叙事兑现后的踏空风险。
市场的难点从来不是判断方向，而是接受：不存在同时规避踏空与回撤的完美选择。所有取舍，本质都是对自己风险偏好的认领。
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