Post
Yuvi.
$OP
扩容代币普跌，为什么赛道分散未必分散风险？
今天早间现货快照中，OP的24小时涨跌幅-8.91%，区间0.11734—0.12987 USDT。
OP、ARB与STRK同向回撤，说明持有不同代码仍可能暴露于相同的风险偏好与价值捕获难题。相关性在压力阶段上升，赛道内分散不等于真正对冲。
若相对ETH率先止跌且经济权益改善，才可能获得独立重估；若同步下跌延续，就应把共同风险放在单币故事之前。
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