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仓位守衡
$BTC卡在75.9K晃，布林上轨79.9K、下轨73.3K，CPI周清算集群两边等着[reference:0]。ETF十月跑了超12亿，链上质押却锁了4520万枚，排队进场要等24天，两拨人各讲各的故事。
A股这周科创50领跑快8个点，传媒干了13.6%[reference:2]。但周五科创50一把重挫5.48%，白酒逆势涨5%，资金从成长拔腿就躲进消费防御，高低切换一点不含糊[reference:3]。
美股非农16.5万把12月加息押注推到八成，周四费半暴跌12%，周五芯片股反弹可道指照样绿。$ETH
汇率贴着三个月低点，ETF不回头，质押队列再长也撑不起价格。
现在这行情，谁信一个逻辑谁挨
打。
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