纳指标普新高,年线这种针翻了下,20世纪以来,就20年因为疫情有过一次,今年是因为嘴炮关税,挺抽象的(川普还要在任三年半,所以后面是否大概率一定还有这种机会?),一方面陷入怀疑,美股真的可以一直涨?一方面又在被CRCL这种溢价资产打脸。 风险资产也都在高位,直觉上觉得可能还是有吸血新高的机会,但后面大概率也是一地鸡毛(鸽子今天分享在TG的文章我蛮认同的,BTC后面一定会经历一个这种系统性风险的考验,到时候最恐慌的时候也会是很好的买点,不过估计还很遥远。 主观交易有点无从下手(有仓位但很少,也没勇气加注,我是特别讨厌市场频繁被消息面操纵的(所以我今年应对行情的方式永远只有一种,大跌恐慌的时候才出手多买点,其他时候我也不是不玩,是会玩的很小),币圈人大都看长做短,即使有绝对的成本优势也大多拿不住,GCR还说2030年ETH要10000美金呢,就算是真的,让你现在全仓梭哈你梭不,所以你一定只能找最适合自己的路去走,看的准不准根本不重要,我一直看的都很准,但下注的勇气和执行力已经跟不上了,但我能明确的是川普的任期内我会一直苟住,下调预期,今年的30%完成一大半了,剩下的都是上天赐予的福报
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