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空投龙-财龙
Influential Creator
BTC 这周从 8.1 万掉回 7.7 万，美联储按兵不动却把 12 月加息预期推到 85%，同一套高利率逻辑正在两头压。
币圈这边 Strategy 一周没加仓，ETF 资金进出互现，8 万关口反复易手，短线先看 7.5 万支撑守不守得住。
美股那边纳指周四大跌 1.38%，谷歌英特尔亚马逊财报后跳水，AI 叙事从无限投入开始被追问回报。
我现在更信利率高位更久这条线，BTC 重上 8 万、纳指站稳 2.6 万是两个要盯的开关。
两边都还在同一个宏观里晃，撑住哪边就先看哪边，不急着给方向。
$BTC $NVDA $QQQ #美联储官员释放加息信号，12月预期仍存分歧
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