Post
wesley教授
Influential Creator
又一个该盯油、不该盯情绪的夜晚。伊拉克库尔德斯坦的霍尔莫尔气田凌晨被无人机炸了，电网一下丢掉近2.8吉瓦发电能力，霍尔木兹海峡那头又是枪炮又是爆炸。周一油价跳空的风险，已经摆在桌面上了。
后台照例有人兴奋：打成这样，避险资金是不是该往比特币里跑？我还是那句老话，这轮战争市场根本没按“避险”定价，是按“油涨，通胀，逼着美联储继续硬”这条链定价的。油一跳，第一个挨刀的不是美债，是金和$BTC。想看方向，别刷恐慌新闻，去翻两年期美债收益率。
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