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陈副业
陈副业
上周的数据挺扎眼：跟踪的141个币平均跌14%，大饼只跌了约3%。山寨指数30天值从9月底75上方掉到32，比特币占比回到60.7%，5月底以来最高。 病根不在情绪，在流动性。交易所稳定币储备只剩574亿美元，去年11月还有780亿；美国现货ETF连续两周净流出，上周又走了2.28亿。钱在退潮，山寨跌的是最脆弱那一层。 别被"跌多了便宜"骗，没有流动性，超跌之后还能再跌。我的三条纪律：山寨指数90天重上60、比特币占比跌破58%之前，仓位只留大饼姨太；大饼没站稳8.3-8.5万，反转不谈；手痒想碰山寨，等稳定币储备止跌回升。 $BTC $ETH
$BTC-1.38%
$ETH-3.23%
08:10 · 10/20/26·5.73K views·Posted on OKX Orbit

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