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抄底从不手软
宏观压力仍在发酵:降息窗口基本关闭,市场对12月加息的定价已逼近八成;外部流动性收紧,场内ETF上周净流出近13亿美元,叠加选举后监管路径未明,情绪一转弱指数就快速下探。
BTC围绕75900弱势整理,周内回落逾2%,7.5万成为短线攻防线;若失守,7.4万—7.3万将进入测试区,机构增量缺席,强行拉升缺乏基础。
SOL跌破90至89.65,高贝塔属性放大跌势,88附近是下一道支撑,环境不改善难有独立行情。
ZEC回撤至1278,前期涨幅大、回吐也快,隐私币对监管消息更敏感,短线可能剧烈震荡,开仓需谨慎。
眼下利空尚未充分释放,盘面以恐慌交易为主,追涨与抄底胜率都不高。先压缩杠杆,等本周CPI给出资金方向再作打算。
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