EPISODE · Mar 27, 2026 · 1H 6M
09 TACO交易引爆金银：BTC 还算“数字黄金”吗？
from 交易老友记
单集描述这一期节目围绕一个很尖锐的问题展开：在金银走强、加密偏弱的背景下，BTC 还算不算“数字黄金”？Jenna 和 Linda郑郑、秋容、Painter 从宏观流动性、避险属性、交易纪律到资产配置，重新拆了一遍这个命题。节目既讨论了日本流动性变化和全球风险偏好转向，也把视角拉回交易者本身：在不确定性极高的时期，究竟该看什么、守什么、配什么。对于正在重新理解“安全资产”定义的人来说，这一期尤其值得反复听。主持 / 嘉宾阵容Jenna｜Finance@FudanLinda郑郑｜Onchain Data Analyst秋容｜TraderPainter｜Tech, Data Analysis, Quant Trading本期你将听到1. 黄金之所以像黄金，是因为它的避险共识被写进了资金记忆里2. 为什么不能只盯美联储，日本流动性变化同样可能是更大的核变量3. BTC 的避...去小宇宙查看完整单集简介在小宇宙查看该单集文稿
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09 TACO交易引爆金银：BTC 还算“数字黄金”吗？
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