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中本-木头
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中本-木头
@rich-chr
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币安al的币，价格还是太高，没意思。空间太小。
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美国一些州的btc储备法案都已经推进到可读阶段，btc面对这样的消息，无动于衷，毫无反应，就是要降息，其他任何消息我都是死。降息，btc50w一个有点悬，但30w u.一个是肯定的。
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币圈就是不降息，我就死给你看，所以，除了降息，币圈没有牛市。
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下周，3月利率保持不变，关税政策会在4月的cpi中体现出来，如果没有新的关税增幅，通胀可能会抬高，关税使美国国内商品价格上升，是肯定的。美联储也给不了未来的预期，特朗普一天几变，一会加，一会不加。
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特朗普对关税反复无常的态度，是资本市场最讨厌的畜生级决定，资金要的是确定性，才能投入流动性，你1小时改变2种态度，资金烦了，就是去nmd，老子不玩了。股市的升降是对未来的预期，信心非常重要，你这么一搞，信心全无，那情绪自然低落，所以，扰乱全球资本市场的特朗普，应该是金融市场最讨厌的人。币圈出了很多框架性利好，就等一把火，都在压着呢，憋着火，那就是降息。必须降息。
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