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颜值糕（乞讨版）
别拿老认知套地缘行情
总有人讲地缘冲突爆发就是避险，直接利多$BTC。但当下的盘面逻辑，早已不能照搬旧叙事。霍尔木兹海峡通航大幅缩减，油价站上百元，市场主线不是避险，而是通胀预期抬升。油价上行会再度推升通胀，加息预期同步升温，所有风险资产都会面临压力。想要验证这套逻辑，观察2年期美债收益率就一目了然。现在的BTC已经不再是简单的数字黄金，属性更偏向纳斯达克这类高弹性成长品种，一旦市场风险偏好收缩，会率先遭到抛售。过往地缘冲突就买BTC的老思路，放到现在很容易踩坑#红海风险扩大，百美元油价再现
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