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鹿鸣溪
ETF买盘突然熄火了。上周五$BTC ETF净流入比周四缩水76%，只有贝莱德和富达在买，其他全在卖。劳工节假期前流动性差是一个原因，但更关键的是非农数据后加息预期又上来了，机构也在观望。价格涨回8万，但资金没跟上，这波反弹的成色得打个问号。
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