🐦Eugene:多头尚未完全失守,全球风险市场和宏观前景整体仍然向好 Eugene发布观点称,「玩笑归玩笑,目前的价格走势(PA)符合我对市场结构从第三阶段(Regime 3)向第四阶段(Regime 4)过渡的预期。事情的演变需要时间,而比特币还没跌破 10 万美元,所以多头还没完全失守。 不过,下跌越慢、价格越长时间停留在这个区间,后续的前景就越糟。我认为接下来的几个月对我们大多数人来说都会很艰难。必须在保住资本与不陷入过度看空(bearholed)之间找到平衡。 当然,完全断线、彻底离场也不是最好的选择——毕竟全球风险市场和宏观前景整体仍然向好。 加密投机者流向全球股票市场的趋势很可能会持续,直到那个「终极泡沫(omega bubble)」破裂。 但我认为现在进场股票,就像 2021 年中期去买 NFT 一样。进退两难之际,唯有借诗意来指引我们在群星之间的航路。」
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