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朽木寒鸦
#伯克希尔巨额现金储备，财报将披露最新动向
$SOL
11/5 纳指暴跌 → 加密市场爆仓 10–12.5 亿美元、多头占约 90%；
11/6 芯片股反弹 → BTC 才在 76,000 企稳。
驱动是同一批风险偏好资金、同一个「AI 资本开支 + 流动性」叙事。12 月加息落地或数据中心政策再出利空时，它们会一起跌。要么只选一个，要么把总风险按「一笔」来算。
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