Post
wesley教授
Influential Creator
做空这件事，新手找跌最多的，老手找最弱的。这波我没去追已经腰斩的存储现货，而是盯着整条 AI 算力融资链里最软的那根腿下手。$ETH 周线丢了 200 周均线，这是牛熊级别的位置，三大主流里它先软。逻辑很简单：AI 的钱是借来的循环融资，利率一天不降、融资一天收紧，最靠叙事撑估值的资产就先裂。低频大注，我的子弹只在这种结构性拐点才扣扳机。你觉得这条链最先断的会是哪一环？
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