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kris__1106
#非农前数据分化，9月加息预期升温
对BTC来说，最危险的未必是单纯的“坏数据”，而是“坏数据没有坏到足以改变美联储”。
比如就业只是温和降温，但通胀和能源价格仍然偏高，这种环境容易形成“经济没崩、美联储却不能松”的局面。对于风险资产来说，这反而是比较难受的宏观组合，因为市场没有足够的流动性想象空间。
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