大饼这两天不跟美股,底部在不断夯实了。 之前很多人说大饼跟美股高度相关,其实是比较片面的。因为现货ETF以及流动性,必然对大饼造成影响,但大饼并不是一家公司,也不产生现金流,股市的涨跌一般情况下对它没有影响。 大饼只跟流动性有关,是现实世界法币的对立面,也是黄金之外共识较高的无中心资产。 在世界从以美元为中心向去中心化转变的过程中,大饼的作用越来越重要。
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