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贝莱德高管：比特币波动率腰斩，从“暴富叙事”转向“抵押品叙事”
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贝莱德主管亲述：比特币ETF如何改变市场，波动率从80压至35，大户转投ETF真实动机是抵押借贷。AI成宏观因子，供给错配在矿山和晶圆厂。
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