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和绅
$BTC = 赌美元烂不烂（跟美债收益率对着干）
ETH = 赌生态有没有人用（现在没人关心）
SOL = 赌情绪还在不在（最纯的beta，也最假）
前两个看宏观，最后一个看人心。
宏观紧的时候，人心最先散。
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