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#美国10月非农超预期,12月加息押注升温
市场目前没有把一次强非农简单理解成利空,也不把ETF流出收窄当成抄底信号。
只有当若收益率继续走高、ETF仍净流出,反弹就容易缺少接力,若资金流先止血,市场才有修复基础。
这次数据真正改变的,是市场对利率路径的想象,现在市场最重要的是要盯紧美元和收益率,$ETH 资金流也很重要。
$BTC $ZEC
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