Post
xin7990
在期货市场里，看到大户越跌越加仓，我习惯先问有没有杠杆、会不会被迫减仓，而不是看账户有多大。大户浮亏和市场风险，中间还隔着几道账。
据Arkham监测，0xfAb持有的ONDO和LINK现货合计浮亏近40万美元；其约一年前开始买入$ONDO并持续分批加仓，均价约0.55美元，LINK则是近期新建仓位。
我看这更像持仓压力的切片，算不上整个赛道的利空：素材说的是现货，不能照搬期货追加保证金的逻辑；两种资产合计浮亏，也分不清各自承受多少压力；缺少总资产和资金安排，更难判断卖出紧迫性。我的结论是，浮亏金额不等于潜在抛压。有没有同样从传统市场转来的朋友，你会补看哪些链上信息，才判断这类仓位可能变成抛压？
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