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巨然
我看到资金撤出的消息,习惯先算它占整个盘子多少,再决定紧不紧张。光盯着“千万美元”几个字,很容易自己吓自己。
据SoSoValue数据,SOL现货ETF上周净流出2625.21万美元,对照截至发稿13.10亿美元的总资产净值,粗算约2%。其中BSOL净流出1444.24万美元,占了一半以上。这笔账说明有撤资压力,但不能直接当成$SOL的跌幅来理解。
我的判断是偏空信号,但不足以认定资金全面退潮:流出相对集中,不能直接推成所有产品都在失血;历史累计净流入仍有14.40亿美元,一周数据也抹不掉此前的积累。想抢情绪反转有想象空间,但我还是选稳阵,接下来盯净流出有没有扩大到更多产品,不凭一个周度数字下判断。

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