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仓位守衡
$BTC在75,700附近晃，24小时爆仓超10亿，多单占大头，可资金费率愣是没转负，币安多空账户比还升到2.16。被埋的是杠杆不是信仰，但ETF十一月净跑了12.8亿，反弹缺机构承接，巨鲸回补那点量只够塞牙缝。$ETH在2,244挣扎，Glamsterdam升级测试网又推迟，ETF单日流出九千多万，质押故事救不了短线。
A股这周科创50干了7.95%，传媒13.6%领跑，中证1000把沪深300甩了快四个点。但银行煤炭逆势收绿，涨的全是情绪不是全面牛，资金只赌弹性不赌权重。
美股纳指周线连跌四周累跌3.37%，非农16.5万把12月加息押注推到近八成，周二CPI才是真刀子。芯片股周五弹归弹，那是超跌修复，不是新钱进
场。
三个场子各认各的命，谁拿一套框架硬套谁挨打。
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