Especially these days some places are tightening and loosening taxes and compliance, and the expectations for inflows and outflows change, making funds more likely to stay on the sidelines first: buying a “compliant ticket” doesn’t mean they’re willing to jump into high-volatility pools immediately. To put it plainly, I’d rather treat it as a thermometer, not a igniter.
最近看大家把“稳定币供应上来=马上要大行情”“ETF进钱=链上要起飞”挂嘴边,我有点不适应…相关性这东西太会骗人了。稳定币多,可能是等机会的弹药,也可能只是做市、套利、甚至把风险先停在链下;ETF那边更像场外仓位换了个容器,跟链上风险胃口不一定同频。
Especially these days some places are tightening and loosening taxes and compliance, and the expectations for inflows and outflows change, making funds more likely to stay on the sidelines first: buying a “compliant ticket” doesn’t mean they’re willing to jump into high-volatility pools immediately. To put it plainly, I’d rather treat it as a thermometer, not a igniter.
安全这块我愿意多做一步:每次加新协议我都会先用小号跑一遍提现路径、再把权限/授权清一遍,麻烦点,但至少不至于睡前刷到“资金已转出”那种刺耳的声音。