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北向的杰克
以太坊现货ETF十月净流出16.1亿美元，单月纪录，比去年11月那次还多出近2亿，今年攒下的净流入一个月全吐光。满屏都在说机构跑了，我看未必。期货升水已经缩到跟美债收益率差不多，靠买ETF空期货吃价差的那拨钱没得赚，自然撤。这更像套利盘离场，不是信仰崩塌。
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