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仓位守衡
$BTC砸到75,700，爆仓超10亿，多单占大头，可资金费率愣是没转负，被洗的是杠杆不是信仰。ETF十一月净跑了12.8亿，年内累计直接转负，反弹缺机构接盘。
$ETH更拧巴，质押排队从六個月前的373万枚掉到103万，ETF一周流出2.7亿，锁币的和撤钱的各讲各的故事。
A股百股涨停、成交1.78万亿，银行煤炭却是仅有的逆势收绿方向，宽基ETF放了1295亿，进的是指数不是个股，轮动快得像电风扇。
美股周四费半刚被血洗12.2%，周五反手弹4.2%，可纳指全周仍跌3.4%，连跌四周。周二CPI环比预期0.3%，12月加息押注推到近八成，超一点芯片
还得挨锤。
三个场子都在背离里硬撑，谁先撑不住谁先出清。
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