降息预期后移 美联储维持利率不变的决策一出 $BTC 随后跌破7.5w 说白了就是 利率不降 资金就没那么快回到高风险资产 大饼还能靠机构维持,而山寨更吃流动性和杠杆。 宏观不会摧毁叙事,但会决定短线谁先被清算。
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