Odaily星球日报讯 宏观分析师@TomasOnMarkets 发文指出,“木头姐”Cathie Wood 的方舟创新 ETF(ARKK)一直是 ISM 采购经理人指数的领先指标,可以看作是押注经济周期扩张最直接的方式。更重要的是,过去几年 ARKK 和比特币走势高度一致,尤其是过去一年左右,但最近几周这种关联暂时出现了偏差,ARKK 已经率先起跑,比特币却在过去三周下跌 10%。假设用百分比变化图表做粗略相关性估测,根据 ARKK 最近的强劲上涨,比特币现在的价格应该在 110,000 美元以上。
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