Полная отчетность об инвестиционных операциях редакционного отдела Odaily (26 июня)

Эта новая колонка представляет собой обмен реальным инвестиционным опытом членов редакционного отдела Odaily. Она не принимает никаких коммерческих объявлений и не является инвестиционным советом (потому что наши коллеги очень хорошо умеют терять деньги) . Он направлен на расширение кругозора читателей и обогащение их источников информации. Приглашаем вас присоединиться к сообществу Odaily (WeChat @Odaily 2018, Группа обмена телеграммами , X официальный аккаунт ) общаться и жаловаться.

Рекомендовано: Эшер (X: @Ашер_ 0210 )

Введение : Подражатели с низкой рыночной капитализацией, долгосрочные засады, игры на блокчейне, добыча золота и халява

делиться :

1. BTC market, buy a little at 61500, add more when it drops to 60700-60800, stop loss at 59600, take profit at around 66800. Expect a big rebound to get everyone on board, and then a sharp drop.

2. Copycat: First, BWB, which I am currently holding. The subscription for the second phase of Launchpad project will start soon. I expect the price of BWB to surge during this period, and it is still expected to be above 1 U in the short term. Second, SOL. BTC fell below 60,000 in the past two days. The price of SOL remained very strong. I am going to buy around 130, with a stop loss of 119 and a take profit of 157 and 188.

3. Chain Games/LuMao: The first is Lighthouse. The price of Lighthouse NFT is too high. The project owner also gave a lot to KOLs. Now the price of white tickets in the OTC market has been falling. The second is MapleStory. MapleStory finally has a mission. It is recommended to do it.

Рекомендует: Нань Чжи (X: @Assassin_Malvo )

Введение : Игрок на блокчейне, аналитик данных, играет во все, кроме NFT

делиться :

1. The on-chain meme market has recovered briefly, but it still needs to focus on core concepts. For example, VIVOOK and Trump鈥檚 social software TRUTH appeared in the US 627 election debate last night, and today鈥檚 concepts such as Nobita and Shizuka centered on Doraemon.

2. Solanas latest Blinks deserves special attention. According to the latest news, Solana is not only promoted online, but also promoted offline at the Solana Conference. The focus is not on transactions, but on the interaction with the X platform as the core, such as interactive games on the X platform, Donate to Trump, etc. It is very likely to become a hit, but we still need to give Dev time to fantasize.

Рекомендовано: Венсер (X: @венсер 2010 )

Введение : The exchange has been unloaded, the chain has been cleared, Farcaster is brushing ing

делиться :

1. Wait for Sanctum to issue tokens in early July to see how this token, codenamed CLOUD, performs. Also, remind everyone to bind your Sanctum personal profile ( https://app.sanctum.so/wonderland );

2. The altcoin market has rebounded slightly in recent days. Solana and TON ecosystems are performing relatively well, although their highs have been halved or nearly halved.

3. The second Bitlayer mining festival is about to start. There is also Mezos BTC L2 and Kelp for re-staking. If you have money, you can also deposit some.

4. Today, the small group talked about Web3 games. Personally, I am not optimistic about Web3s Web2 imitation games, such as FPX, RPG, MOBA, etc. The number of people playing Web3 games is small, so light games are more suitable. Therefore, you can pay attention to NOT imitations such as Hamster, Yescoin, Gemz, etc. You can play the games or not, but you can buy some coins to test the waters.

Рекомендовано: голем (X: @web3_golem )

Введение : Ловец экосистемы биткоинов, стажер LuMao

делиться :

1. Ship, ship, ship! (Important things should be said three times) When the market is not good and I am not so good at secondary and contracts, I choose to sell most of my assets and keep a small part to copy other teachers homework.

2. I still want to talk about pizza. In this market, the price of pizza can still maintain around 4 U without collapsing, which means that the chips of pizza have experienced sufficient turnover, but it does not mean anything at this stage. All the targets of the Bitcoin ecosystem are gambles on a track, but not every bet can be made right, such as atom, seal, nat, etc. When the market crashes, these assets will definitely perform generally, but they may not perform well when the market is good. First, it is because new assets are speculated instead of old ones, and second, there are too many high-quality community assets waiting in line to pull up the market.

3. The Lighthouse鈥檚 white single cooperation has been publicized too much, and the high casting price has dampened the confidence of many people. For ordinary players, it is not recommended to give up completely. You can have one or two white single numbers to play. The high casting price is actually a threshold, which can screen out many people.

Рекомендовано: Азума (X: @azuma_eth )

Введение : Iron-headed leeks, anti-masturbation master, specializing in pitting the little flower teacher next door

делиться :

1. Recently, I feel more and more that I need to reshape the investment logic of altcoins, especially after taking a closer look at the VC floating profit and unlocking data of popular projects. I may be more inclined to projects that have basically entered the full circulation state and can still keep up with or even create new narratives. For example, LDO, which has rebounded strongly recently, has a circulation rate of nearly 90%, and has also kept up with the narrative of Restaking with the help of Symbiotic.

2. I am more optimistic about Blasts performance after the opening in the evening (compared to ZKsync). The market expectations before the opening are relatively low, and there is more room for upward movement; large investors have lock-up restrictions, and the chip structure is better; PUA master Tieshun will definitely design some retention mechanisms, and the data will not drop too badly like the previous king-level L2.

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

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