glassnode这帖子作者也不咋专业啊😅
写的唬人,我以为资金费率多高了呢,心想完了,那又要洗杠杆了,结果去查了一下,费率0.006% 到0.008%徘徊,说明市场还是蛮中性的
小幅正资金费率本来就是正常现象,0.01%以下仍然属于比较中性的区间,我不觉得这足以说明市场已经出现了危险的杠杆拥挤
Top traders on Hyperliquid are aggressively long bitcoin:native , showing some of the highest sustained long positioning we’ve recorded. This exposure exceeds what was seen during the last run to around $83k, pointing to strong speculative demand at these levels.
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