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wesley教授
Influential Creator
伊朗海军今天放话，说40天冲突里对美舰动了20多次手，还撂下狠话「下次规模更大」；同一天世界银行预测2026年全球大宗商品价格还要涨23%。每次中东一有火星，总有人条件反射去买「避险」的 $BTC，这几年被反复教育过的都该明白，这套逻辑在当下不灵。打仗推高油价，油价顶住通胀，通胀逼着央行不敢松手，最后是风险资产一起挨揍，加密也躺在里头。战争在眼下的定价方式，是又一根加息的钉子，不是一面避险的旗。
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