Post
wesley教授
Influential Creator
中东这张牌，政治风向这两天在悄悄变。美国国务卿在中期选举失利后首次出访就去谈外交，参议员桑德斯公开喊话新国会切断对伊朗战争的拨款，连共和党这次选举挨的那记闷棍，都被不少人归因于打仗推高了油价。
很多人下意识觉得「打仗=避险=利多黄金和 $BTC」，这两年其实常常反着来：战火推高油价、油价喂养通胀、通胀逼着美联储继续收紧，到最后金和比特币是一起挨揍的。所以真正该盯的不是导弹落在哪，是油价和美债收益率往哪走。
当然，基辅昨夜又是一轮爆炸，降级眼下只是风向、远没落地。这局还在拉锯，别急着押哪一边。
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