Post
歪文
常见的想法是：AI股承压，钱就该轮到币圈。Hayes却估算，SpaceX到2027年6月或新增约86亿股流通股，供应增加约50%，并警告加密流动性可能受拖累。
反过来想一下，我不信资金必然轮动。一是银行深度参与AI投资，两边并非互不相干；二是如果AI信贷收缩带动银行缩表，美元可能直接减少，而非换个市场。我先把“利空隔壁就是利好我”的念头收起来。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$74,225.6-0.02%
ETH/USDTEthereum
$2,089.62-0.03%
SOL/USDTSolana
$84.55-0.04%
Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release
2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk
3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet
