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熊猫的Web3日记
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熊猫的Web3日记
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对加密资产/高风险资产来说 日元加息不是直接打击，但它会强化一个环境： 全球资金更重视“安全”和“收益率”； 对纯故事、纯流动性的资产，会更挑剔。
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高杠杆、高估值资产更脆弱 当“最便宜的资金”不再那么便宜， 以前所有依赖低利率堆出来的估值、故事、模式，都要重新算一遍。
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全球流动性不是永远宽松 日本是最后一个极端宽松的大央行，它的转向意味着： “全球超级宽松”这个时代，已经实质性结束。
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刚刚！以太坊一脚踩空，从伟大项目跌成“伟大事故”？！——据极度不可靠小道消息独家曝光
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如果你此刻： 没被强平 ✅ 还能笑着刷到这条 ✅ 还记得今天是 2025 年 12 月 1 日 ✅ 那说明两件事： 你还在牌桌上 市场以后还有一万种方式再教育你一次 请把这句话刻在今晚的 K 线上： “大涨教你膨胀，大跌教你做人。”#ETH🔥🔥🔥🔥🔥🔥
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