
Post
芝士堡堡2.0
11-3
宏观:地缘小幅利好(油价跌)+美股下跌+通胀率下跌(2.29%)
数据:coinbase溢价为负 +ETF流出3天+链上期权多单力量强+稳定币供应持续低
BTC短期支撑:76600 / 74800 ;压力:78600 / 79500
ETH短期支撑:2240 / 2170 ;压力:2300 / 2370
1. 今日早盘下跌主要还是国债少量避险行为(因为选举的问题 )+AI政策的不确定性
2. 油价略微利好,但是被压制过去了 ,目前市场不是典型的risk-off(那种场景下美元通常更强),现在更像选举结果偏向民主党带来的政策/增长预期变化,以及部分资金从风险资产流向债券,而非纯粹全球避险。
还是等选举结果和周三/五的大小非农数据吧家人们

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