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北城以北啊
北城以北啊
一边说按兵不动是松口气。一边说10比2的分歧才是重点。 松口气那方，看的是价格。$BTC 回到约81,200美元上面。决议当天最低约80,282美元。$ETH 约2,360美元。没跌，就是这方的证据。 分歧那方，看的是票数。美联储把利率留在3.75%到4%。10比2通过。两张反对票都想要再加25个基点。9月通胀约3.7%。市场押注12月加息的概率约八成以上。10年期美债收益率约5.03%。 两边都没解释的一点，是波动率。期权隐含波动率决议前后几乎没动。约37.58对约37.59。我自己的仓位没动，不是看懂了，是两边我都信一半。现在还缺一类事实。下一份通胀数据，和12月会议到底怎么写。
$BTC-1.98%
$ETH-3.32%
11:48 · 10/29/26·986 views·Posted on OKX Orbit

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