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Yuvi.
$BTC
强就业之后，比特币为何不能只盯美股反弹？
11月6日公布的美国10月非农新增16.5万人。就业韧性降低了市场押注快速宽松的理由，比特币面临的资金价格约束仍在。
周末股票市场休市，加密资产继续交易，跨市场对冲与现货承接可能出现时差。我更关注反弹由现货买盘推动，还是由合约加仓放大。
若美元和实际利率走强，价格却持续守住回撤区，说明承接改善；若上涨伴随杠杆堆积、现货跟不上，反弹的稳定性就要打折。
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