오데일리 편집부 투자운영 전체 기록(7월 8일)

51 0 0

이 새로운 칼럼은 Odaily 편집부 구성원들의 실제 투자 경험을 공유하는 것입니다. 상업적 광고를 허용하지 않으며 투자 조언을 구성하지 않습니다(우리 동료들은 돈을 잃는 데 매우 능숙하기 때문입니다) . 독자의 관점을 넓히고 정보 출처를 풍부하게 하는 것을 목표로 합니다. Odaily 커뮤니티(WeChat @Odaily 2018, 텔레그램 교환 그룹 , X 공식 계정 ) 의사소통하고 불만을 제기합니다.

추천인 : 난지(X: @어쌔신_말보 )

소개 : 온체인 플레이어, 데이터 분석가, NFT를 제외한 모든 것을 플레이합니다.

공유하다 : Solanas on-chain market is gradually recovering, and the relatively stable JLP spot (JLP contains 10% stablecoins) is gradually being exchanged for the more flexible SOL. At the same time, the exchange uses SOL to hang long orders based on the coin standard, and the price ranges from 120 USDT to 101 USDT (the price below is the last round of institutional OTC prices, and there is no small probability of black swan events). It should be noted that the leverage of the coin standard is equal to one times the leverage of the U standard, and the margin call is -50% under 1x leverage.

추천인: Wenser (X: @웬서 2010 )

윤곽 : Electric bike rider, cuboid package mobile engineer, short-distance vehicle driver

공유하다 :

Binance is said to be listing new coins again, which is a bit tiring, so everyone should be prepared;
The spot market has lost a lot of money, and only NOT has given me a little comfort. I look forward to the performance after the market recovers.
Rune EPIC is about to be airdropped, so you can pay attention to it. In the past two days, with the news that Unisat has a positive impact on the industry, there is still hope for a pull-up;
The market is bearish in the short term, and it feels like it will fall for at least another week. Once the rumors of the German government and Mentougou paying for the two seed smashing have passed, some gaps should be repaired;
Solana’s ecological infrastructure is still worth investing a certain percentage of positions, and Jupiter’s ASV active staking rewards can be regarded as another form of “dividends”;
I am not optimistic about the Meme track as a whole. I feel that the next focus will still be in two directions: compliance + traffic. It is better to look at projects in these two directions.

이전 기록

6월 28일

July 1

7월 3일

시장이 침체되면 스테이블코인의 가치를 높이는 방법을 알아보세요

The final chapter of the smart money tracking on the chain: a list of the top 10 addresses of eco-coin ambush experts

This article is sourced from the internet: Full record of Odaily editorial department investment operations (July 8)

Related: Which VC-invested projects are more likely to launch airdrops?

Original author: defizard Original translation: TechFlow What do L0, zkSync, and Starknet have in common? The same money invested in them. If these VCs invested in the project – then the project is guaranteed to have an airdrop. a16z ( @a16z crypto ) Number of investments: 169. Projects with airdrops: 15. Farcaster, EigenLayer, Worldcoin, LayerZero, zkSync, Uniswap, Sui, Aptos, Optimism, Goldfinch, Ape, dYdX, Forta, Gitcoin. 공중 투하 ratio: 8.87%. Paradigm ( @paradigm ) Number of investments: 92. Projects with airdrops: 10. Uniswap, Farcaster, Friend Tech, Optimism, dYdX, Osmosis, Blur, Ribbon Finance, Gitcoin, Starknet. Airdrop ratio: 10.86%. Binance Labs ( @BinanceLabs ) Number of investments: 216. Projects with airdrops: 19. Aptos, 1inch, Biconomy, Axelar, Space ID, Maverick, Galxe, Mint Club, Aevo, Bounce Bit, Renzo Protocol, Ethena, Arkham, Polyhedra, Sui, Hooked Protocol, Magic…