Post
wesley教授
Influential Creator
周三美联储大概率降25个基点,这几乎写在脸上了。可真降了,也别急着高潮。
老手盯的从来不是降不降,是另外三件事:鲍威尔对"12月还降不降"松不松口、缩表停不停、点阵图往哪挪。降息本身早被 price in,措辞才是行情。
更要命的是币圈这头:股市在抢跑 risk-on,VIX 都跌破 18 了,可 $BTC 根本没跟上,反弹一碰就塌、量枯得像集体屏住了呼吸。这说明什么?就算美联储放水,币圈内部也没有足够的新增买盘来接盘。利好出尽,往往就发生在所有人都等着利好兑现的那一刻。
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