오데일리 편집부 투자운영 전체 기록 (8월 26일)

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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 :

BNB ran halfway first, and RUNE and ETH were cleared yesterday.
Can TON be bought at the bottom now? I think not.

(1) What were the fundamentals for TON’s growth before Durov was arrested?

① TON is highly controlled and tokens are concentrated;

② Tg brings a large number of Asian, Latin American and African users, which are core growth for Binance and major exchanges, so the ecology and currency prices have good expectations.

(2) Did the logic of the rise change after Durov was arrested?

① TON just happens to cooperate with Binance to list the coin, at least there are listing fees and Launchpool chips distribution, theoretically the control of the market has decreased;

② Compliance is becoming more and more important recently, and whether CZ will be Restaking is also a question that everyone is looking forward to. So will major exchanges still dare to connect and support a large amount of traffic from Tg?

Therefore, I personally think that the fundamentals of TON have changed and it is not suitable for bottom fishing for the time being.

추천인: Wenser (X: @웬서 2010 )

소개 : Spiritual supporter of Telegram founder, pseudo-scholar of Meme

공유하다 :

Matr1xs MAX has quietly risen back to 0.36, maintaining the previous judgment of 0.5, and waiting for follow-up with a small position.
The TON ecosystem is caught up in the REDO craze, and the Plane paper airplane concept is waiting to be discovered. Old Meme coins such as fish and Toncat can also be kept under attention. For more information, see the articles Telegram founder arrested, more than half of funds withdrawn, will the TON ecosystem suffer a devastating blow? 그리고 Aftermath of the arrest of Telegram founder: US-Russia confrontation, industry support, buying coins to show determination, and mass movement .
The subsidy and yield of PYUSD have dropped by about 5%, but it is still a rare financial management option. You can consider brushing it from the path of Solayer+Kamino. Specific operation path (provided by group members):

(1) Advance Sol/U to the Sol chain;

(2) Replace Sol/U with PYUSD (17% annualized);

(3) Deposit PYUSD into Kamino (third phase of points airdrop);

(4) Borrowed out with JitoSol/Bso 1, etc. (interest rate around 1.5%);

(5) Change to Sol (preferably BP) in Backpack/Jupiter;

(6) Deposit Sol into Solayer (6% annualized + expected airdrop).

이전 기록

August 21

August 19

August 14

This article is sourced from the internet: Full record of Odaily editorial department investment operations (August 26)

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