关注 $ETHUSD 在这些通胀预测上的表现
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昨天的CPI数据略高于预期,我看到 $ETHUSD 仍出人意料地坚挺在1864.63附近。这让我思考,Kalshi关于未来加息概率的合约是否会出现一些有趣的转变,或者市场是否已经消化了比我们想象中更多的通胀韧性。
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由原文自动翻译 · 阅读原文 (English)
昨天的CPI数据略高于预期,我看到 $ETHUSD 仍出人意料地坚挺在1864.63附近。这让我思考,Kalshi关于未来加息概率的合约是否会出现一些有趣的转变,或者市场是否已经消化了比我们想象中更多的通胀韧性。
ETHUSD strength is probably more about the BTC run than inflation resilience. Kalshi contracts might move, but I wouldn't overthink the CPI effect on crypto in the short term.
It's interesting to see ETH hold strong, defying some of the typical reactions to hotter CPI. I wonder if this resilience is specific to crypto's perceived inflation hedge properties, or if it's more about broader market sentiment absorbing these prints differently now.
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