大宇
大宇
$BTC
-3.02%
$ARKK
现阶段 BTC 的上涨是“散户式上涨”，缺乏机构层面的真实风险敞口，因此难有持续性破新高； 真正的大行情要等到 2026 年美国监管放开实物保证金，带来结构性新流动性。 在此之前，BTC 更像科技股的高 Beta，而不是独立资产。
Dovey "Rug the fiat" Wan (hiring)
Dovey "Rug the fiat" Wan (hiring) @DoveyWan · 
When I wrote this in 2024, our thesis @primitivecrypto was that we entered a new regime where the market views Bitcoin as a trillion mcap, high-beta growth tech sister trade instead of a monetary toy. The price action since the March 2024 ATH has validated that framing: $BTC has https://t.co/ZN9HozemTF
From X

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