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大老师Bugsbunny
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China and the US reach a consensus on the export of h200
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大老师Bugsbunny
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近期的重点宏观事件 1. 日本央行加息动作 2. 最高法院相关动作 #宏观政策影响 #宏观
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本次降息但市场依然走弱的原因是 1. 本次降息没问题，点阵图显示明年降息只有一次，比市场预期的明年降息三次要少 2. 下一次降息的幅度下降到55% 3. 鲍威尔提高了降息门槛，以保证美联储的独立性” 第三条非常关键，上一次提高降息门槛是24年12月，随之美联储就暂停了降息 直到九个月后才重新开始降息，所以市场对此有所担忧 #美联储降息
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updated GSR应该是大的战略调整，被动mm爆仓几乎不可能 目前看下来 MM调整的核心原因还是在于项目自身 部分加密项目不再有买盘，同时项目方也不愿意出资金来维持流动性了 这里不乏有有名的项目 asp等等 在遇到这样的行业巨变时，gsr当然也会做出战略调整
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应该还是项目方没钱导致的
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gsr没有按照摆单要求来做市 可能是有资金短缺 或者 大的战略调整 山寨留意风险 仅针对山寨币
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