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妮妮789.
我看完先给自己踩了脚刹车：股权变多VS美元变少，中间不能直接画等号。
Hayes估算，SpaceX到2027年6月可能新增约86亿股流通股，股份供应增加约50%，并警告可能拖累加密流动性。
我把它当风险预案，而非已兑现的利空。如果AI信贷收缩并带动银行缩表，传导才成立。大家选哪边：提前警惕稀释风险，还是等信贷收缩的证据？
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