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交易员Eugene:宏观预测已无任何确定性可言,潜在的LP赎回潮或将引发代币抛售
徐冲浪
徐冲浪
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数字货币大师
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4 月 4 日,顶级交易员 Eugene Ng Ah Sio 在个人频道发布其对关税落地后的市场观点表示,目前全球宏观局势预测已无任何确定性可言。市场预期价值近乎归零,当前定价隐含了特朗普可能撤销关税的非零概率,但具体可能性与时间节点均无法判定——尽管结果非此即彼,进程却充满变数。


加密市场方面,比特币仍展现惊人韧性,表明部分市场参与者仍视其为黄金替代品(仅为猜测)。其他资产类别则一片狼藉。中小市值代币(Total3 指数)仍陷无人问津的深渊,表现惨不忍睹。需警惕机构抱团标的——预计今年将迎来 LP 赎回潮,这将引发热门标的的被动抛售。

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