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加密青辞(师承索隆)
现货以太坊ETF近期呈现持续净流出压力,资金并未同步跟随BTC的ETF回流节奏。说明在机构配置框架下,$ETH 的"风险资产属性"正在被重新定价——同等宏观环境下,资金更倾向先减仓弹性更高、确定性更低的资产。
这不是"ETH没价值",而是短期资金优先级让位于BTC:ETH从"核心配置"暂时退到"高波动卫星仓位"。$BTC $ZEC #美联储官员释放加息信号,12月预期仍存分歧

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