Crypto Moon @Moon0736
#Crypto /美股，独立交易员，经常亏钱的小韭菜，推文非投资建议。 Joined July 2016-
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SpaceX上市后第一份公开财报，经营状况好过市场预期 主要收入来自于AI，不是卫星部门；AI收入主要来自租出数据中心算力，不是自身模型；维持收入增长，需要大量AI基建投资 星链付费用户1360万，比预期高一百多万；但利润率下降，每月平均$69，三年前是$99；扩张到富裕国家以外，单位利润会逐渐降低
现在科技股短期已经没有资金接盘了，就好比中国房地产一样，跌了五年，还是跌跌不休，因为没有人接盘了，再便宜也没用。
BTC目前多头平仓规模是空头平仓规模的两倍，多头平仓规模为 109.2 亿美元，空头平仓规模为 54.6 亿美元。
沃什已经发话了兄弟们，马上要开启反弹，多军坚持住。
任何一次超级泡沫或者严重低估，回头看都是无比清晰，但当你身处其中的时候，总是看不清，或者即便看清了也会找各种理由来证明这次一定不一样。 现在回想6月份时整个市场氛围，真的是太疯狂了，而能在这种疯狂中保持理性的人，凤毛麟角
Cpi年率3.7高于预期利空 插了根针 按了个多单头仓进去 82k附近加仓 破80k止损
BTC昨天回撤到81K附近确实是有资金进场护盘，但是这波从87k回踩到80k附近，这波回调幅度不足以让上方高位被套2个，后期一定有一波再次回到75到78k之间。
BTC早间急跌80985后V型反转，当前涨幅再次刺破83500； 特朗普放话“俄乌同意停火”，估计是已经开好多单了，短期流动性利好加密市场、实现触底反弹。 但是大A科技和纳指期货盘前来看、晚间美股情况可能还是不乐观、再加韩股熔断，再加上明天的CPI数据公布，个人觉得BTC最多反弹到86.5k附近就可以开空。
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