美国大选还剩半个月投票结束，川普最近在赢面上领先 20 个百分点，可以看到 crypto 继续为川普交易和长期流动性缓解定价，我认为这意味着新的投资周期正在开启。在特斯拉方面，目前市场仍忽视着川普当选后对 tesla fsd/cybercab 合规性优势，当然 spacex starship 常规发射的可能性会是 Musk 大力支持川普最重要的原因之一。
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