最近明显感受到市场板块轮动在加速:
AI,BTCFi,稳定币,NFT,gamefi,zk 证明,perp,平台币……
现在还没轮动到板块不多了:隐私、存储、元宇宙、老牌L1 链,好像也没其他了。
板块轮动越快,资本流动效率越高,二级市场机会越大。
From X
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