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Yuvi.
$XRP,支付叙事如何解释近期资金分化?10月28日现货XRP ETF无净流入,近7日小幅净流出,但30日口径仍为净流入约1090万美元。窗口不同,结论也不同:单日不能代表长期配置,累计流量亦不保证继续。若跨境结算采用与ETF流入延续,逻辑增强;若资金转负且实际支付数据停滞,我会下调叙事溢价。
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