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每日財經 · Daily Finance
别被“机构大举买入”或“机构全部撤离”带节奏
最近市场消息很分裂:一边说ETF大幅流出,一边又说某些基金有大额流入。真实情况往往介于两者之间。比如BlackRock的IBIT曾经出现单日大额流入,但同一天其他基金可能流出,净效果并没有 headline 那么夸张。 另外,XRP、Zcash等另类ETF流入规模相对比特币仍然小很多,不能简单解读成“机构资金从BTC全面转向山寨”。 看机构动向,要看累计资金流、持仓规模和价格是否同步,而不是只看某一个基金某一天的数字。#10月FOMC临近,美联储暂停加息还有哪些变数? #BTC现货ETF资金反复,市场买盘能否企稳? $BTC
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