谢家印
谢家印
Gracy 把TradFi 流动性周期的“接力跑”讲得很通透。金银先起飞 → 铜铝博士确认 → 油气跟进 → 农产品补涨，这套在过去10年几乎百试百灵。从金银、铜铝、能源再到农业，几乎每次大周期都这样。 目前金银铜全部ATH，说明我们正处在从避险→风险偏好切换的早期到中期阶段。对Crypto 来说，这往往是“数字黄金”之后，资金开始追逐增长叙事的窗口。加密玩家也别脱节了，宏观不分链上链下，偶尔也需要抬头看一眼大宗商品。 想无缝切换Crypto、链上、股票、TradFi（贵金属、外汇、指数、商品）？Bitget UEX 已经帮你准备好了。一个账户打通所有金融操作场景。
Gracy Chen @Bitget
Gracy Chen @Bitget @GracyBitget · 
A lot of you liked my last post, so I want to share a bit more macro thinking from @BitgetResearch team. In TradFi, there’s a well-known capital rotation pattern during liquidity cycles: precious metals (gold & silver) ➡️ industrial metals ➡️ energy ➡️ agriculture (can refer https://t.co/w20ie7pWvo
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