Post
Crypto记忆
宏观上，我更关心新增资金有没有进场，而不是哪个故事跑得快。PANews援引SoSoValue数据称，加密板块普遍上涨，Meme板块24小时涨3.78%，NFT板块涨3.32%；资讯标题同时提到，AI板块跌超6%。
我的判断是，这还不足以当作流动性全面转暖的信号。板块涨幅不是资金净流入，不能直接画等号；而Meme走强、AI走弱，也说明风险偏好并非同步扩张。我的推测是，如果只是存量资金切换热点，那么局部热闹可以持续一阵，却未必能托住整个市场的估值。
我倾向于先把它看成结构性行情，不急着给宏观环境贴上“转松”的标签。接下来我会盯资金流入能否持续，免得把资金搬家看成新钱进场。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$73,817.6+0.01%
ETH/USDTEthereum
$2,052.63+0.01%
SOL/USDTSolana
$83.38+0.01%
Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release
2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk
3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet
