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歪文
通过旗下现货ETF增持$BTC,这个路径比金额更让我在意。看到摩根士丹利出手,很多人会读成“大行看多”。反过来想一下,我觉得把它当成银行自营抄底,证据不够。
一是ETF持仓不能直接等同于银行自身押注;二是链上增持记录说明买了,却解释不了为什么买。我更想看后续资金流,先不替机构脑补信心。

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