Post
broshao
我看到这种反弹，先算的不是能涨多少，而是判断错了要扛什么。跌得多，不等于赔率好。
日报称，10月非农新增16.5万人，10年期美债收益率升至4.86%。我觉得加密市场的反弹还不够有说服力：利率压力没松，持币的机会成本就高。
我的推测是，如果收益率回落、ETF净流出收窄，反弹延续才更有希望。我会盯这两个条件，不把跌幅当安全垫。
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