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龙虾球
$ZEC 利好与利空——治理升级预期还在，但短期资金在跑！
利好方面：NU7升级投票99.9%通过，出块时间从75秒缩到25秒，开发者准备11月5日激活主网升级。灰度ZEC现货ETF首月吸金超过10亿美元，Winklevoss兄弟也申请了新的ZEC ETF（代码WINK，费率0.25%）。
但利空方面：ETF连续两周流出1.24亿+巨鲸向Coinbase充值1,500万+疑似Bitkub联创卖出2.41万枚ZEC——短期资金在系统性撤出。
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