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wesley教授
Influential Creator
又有人拿中东升级来跟我说"打仗了，$BTC 该当避险资产涨吧"。我劝你先把这套叙事扔了。这轮美国要对伊朗上"前所未见"的制裁、封着霍尔木兹海峡，市场把它当成"油价要涨、通胀要回来、加息别指望松"来定价——结果就是黄金创新高、币跟着风险资产一起挨锤。真想看币会不会涨，别盯战报，去看 2 年期美债利率。把"打仗利多币"当信仰的人，这半年应该已经被教育过好几轮了。
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