这可能是唯一合理的解释,因为链上并没有太多进展。
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Jeff Park
@dgt10011
02-06
one working theory that i have is that a lot of this indiscriminate US-based selling is coming from multi-strat HFs that are delta-hedged or running some kind of RV/factor neutral trades that are widening, possibly with growth equity correlations spillovers-
the rough math is
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