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MuseLabs
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The Strongest Bubble in History #BTC
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BTC
95,058.42
+3.48%
658
0
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比特币ETF成最大资金吸引者,市值占比超黄金,NV剑指2万亿,CB财报隐忧
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机构在加速减仓大科技股(下图TMT)
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现货BTC ETF 获得批准的预期叠加美元和美债收益率走弱的背景,让BTC突破40,000美元关口。市场现十分乐观ETF可以在1月上旬被批准。然而我们之前也分析过,并不认为加密货币市场的进入目前受到严格限制,不管是Coinbase还是已经上市的加密ETP例如BITO和GBTC之类,又或是比特币和以太坊期货市场。 根据Coinbase 2023年2月的一项调查,20%的美国人拥有加密货币,对比美国人直接持有股票的比例为21%,显示加密货币在美国的渗透率已经很高(如过CB调查数据不至于太离谱),进一步扩大空间有限。所以我倾向于认为不管1月比特币ETF再次失败或是成功,可能都意味着短期顶部的出现。
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趋势基金CTA们目前对股票、债券、美元、石油、黄金和铜的敞口
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期货市场美股净多头连续第三周上涨,但与经济基本面的严重背离也是19年底以来首次出现
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