“不要对抗美联储”:Mike McGlone 称比特币与债券的高波动联动或是四季度关键教训
"Don't fight the Fed," especially with high-beta, volatile, correlated stock puppets like Bitcoin (cryptos), and gold, copper (metals), may be the loo...
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Bloomberg 分析师 Mike McGlone 提示“不要对抗美联储”,称 Bitcoin 等高波动资产与美债的联动或是四季度回顾性教训。iShares Bitcoin Trust(IBIT)波动率约为 iShares 20+ Year Treasury Bond ETF(TLT)的 3x,IBIT/TLT 比率自 2024 年底 100 的基数开始转跌。
来源:@mikemcglone11 · x.com