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Hlaing bwar aung
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苏禾
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目前市场的主流观点,由于各个主要大国的债务水平已经达到了空前的水平,未来几年出现债务危机的概率超过80%,会导致一些货币价值的不同程度的下跌。
所以一些大型机构都大幅度的投资了硬通货-黄金,其中一些投资了$BTC
大饼,这其中就有著名的桥水基金的创始人。
这其中也有一些不支持投资大饼的大佬-peter,他还希望拜登政府能够在特朗普上台之前卖掉大饼来减轻赤字。
不管市场怎么看待大饼,从目前大饼上涨的逻辑来看,需要密切关注明年全球主要大国的债市,可能会产生一定的联动。
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