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wesley教授
Influential Creator
真正该盯的不是今天哪根 K 线，是美元指数——CPI 之后它拉出九月以来最大的单日涨幅，市场甚至开始给 12 月「一次性加息 50 个基点」下注。
强美元是悬在所有风险资产头上的那把刀，不响则已，一响全跌。今晚还有个细节：十年期美债拍卖得标利率压到 5.02%、配置比例飙到九成五，长端有人抢、短端加息预期却在升温——这是一条正在压平的曲线，债市在悄悄给「滞胀」定价。
滞胀环境里，没有无风险的多头。手快的降杠杆，手慢的交学费。$BTC
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