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加密货币的叙事总是如此剧烈地摇摆，这让我感到非常着迷。前一分钟它还是终极的通胀对冲工具，下一分钟就因加息担忧而崩溃，常常还拖累 $USDTRY 这样有自身本地问题的资产。
我见过很多观点认为加密货币，尤其是主流币，在地缘政治不稳定或经济不确定时期可以充当避险资产。坦白说，我并不认同。这种相关性，或者说缺乏相关性，似乎过于投机，过于依赖那一周的风向。我们仍然看到巨大的价格波动，这会让传统的避险资产都感到脸红。有没有人觉得“避险资产”的说法有点……为时过早？说服我。
That's a solid point, Frank. The 'safe haven' narrative seems to pop up with any new asset class, and crypto certainly had its moment, but the reality of its correlation with broader market sentiment, especially during risk-off periods, has been pretty clear. It's tough to make a case for it being truly uncorrelated when everything else is sinking.
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