Полная отчетность об инвестиционных операциях редакционного отдела Odaily (15 июля)

56 0 0

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.

Рекомендует: Нань Чжи (X: @Assassin_Malvo )

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

Делиться : Solana Meme market has recovered significantly, with Trump concept and cat and dog concept being the current core concepts. However, after the full trading of Trump concept yesterday, only the only core token FIGHT is left, and the other concepts have ended with a market value of hundreds of thousands, and the value of participation is getting smaller and smaller.

In terms of operations, continue to hold FIGHT, and consider leveraged long orders of SOL based on the persistence of Meme.

Рекомендовано: Эшер (X: @Ашер_ 0210 )

Введение : Short-term contracts, long-term ambush of low-market-value cottages, gold farming in blockchain games, and money-grabbing parties

делиться :

The main focus of this wave of decline is ETH. Due to the expectation of ETF approval, we continued to go long with small positions last week. After breaking through the trend line and confirming the bullish trend, we added more long positions, believing that it will continue to rise.
Copycat: First, I bought INJ, a public chain that the overseas community particularly likes. After the daily line broke through, I bought it at around 20, hoping it would double. Second, I bought FLOKI. Among the relatively old memes, I think the FLOKI team has strong marketing capabilities when the market is good, and I also hope it will double at the current price.

Рекомендовано: Азума (X: @azuma_eth )

Введение : The first person to sell diamonds

Делиться : There are still two months until the Solana Breakpoint in September. Now I am ready to start slowly adding SOL. Today I mainly want to recommend several SOL interest-earning opportunities with good endorsements, relatively good liquidity, and potential blessings.

The first one is Sanctum (it is recommended to only take INF), and the current passive APY of holdings is 8.14%. The project itself will have TGE + airdrop this week, but the official has confirmed that there will be a second phase of airdrop activities.

The second one is Solayer, a re-staking project on Solana. It felt a bit like a pseudo-concept at first, but since big brother Toly invested in it, I still put some money in it. Now, if you put SOL directly in, you can automatically get 8.12% APY.

The third one is Jupiters JLP, which is essentially an index token of SOL+BTC+ETH+USDC+USDT. SOL accounts for almost half of the weight, and it will rise and fall with relatively low volatility, but its advantage is that it has a market-making APY of 78.95%, and Jupiter has also mentioned multiple rounds of airdrop plans, so its a good idea to try your luck.

Recommended by: Cooper (X: @Marlborodingyi )

Введение : Roller coaster passenger, fake diamond hand

делиться :

I missed the Trump-related meme, which is a pity. I will buy it short-term when the opportunity arises.
Since entering July, the pace of Reddit Data DAO r/datadao has been quite fast. The project owner finally disabled token minting and gave up the ownership of the contract some time ago. This afternoon, a white paper was seriously compiled. Combined with the IMO some time ago, the treasury balance of r/datadao is significantly higher than the current RDAT full circulation market value (1.3 M), so I chose to buy it.
I bought a bet on Trump winning the election on Polymarket. The odds were not high and the investment was not much, so I did it for fun.

Рекомендовано: Венсер (X: @венсер 2010 )

Введение : Value investor, low leverage contract player

делиться :

The market rebound in recent days has once again confirmed a fact: the strong will always be strong, so those junk coins that did not move at all or even went down in the past rebounds can really be cleared out;
The AI sector is still worthy of long-term attention. If GPT 5 is released, it will be fed back here as soon as possible. It is recommended to pay attention to AI (Sleepless), ARKM (Arkham), GPT (QnA3), and NFP (NFPrompt). No matter whether the project is AI or not, as long as it is related to the AI concept, it will attract attention.
Hamster and DOGS have attracted new traffic to the TON ecosystem, so NOT’s leading position is still there, waiting for a breakthrough.
Looking at the list of increases, the gaming sector has picked up a bit. A few days ago, Forbes announced the top ten best-performing cryptocurrencies in the first half of 2024, namely WIF (annual increase of 1,306%, market value of 2.1 billion US dollars), PEPE (annual increase of 815%, market value of 5 billion US dollars), ASI (annual increase of 545, market value of 3.6 billion US dollars), FLOKI (annual increase of 392%, market value of 1.6 billion US dollars), JASMY (annual increase of 343%, market value of 1.4 billion US dollars), AR (annual increase of 188%, market value of 1.8 billion US dollars), CORE (annual increase of 152%, market value of 1.2 billion US dollars), TON (annual increase of 135%, market value of 18.8 billion US dollars), BGB (annual increase of 100%, market value of 1.6 billion US dollars), BONK (annual increase of 90%, market value of 1.5 billion US dollars). You can focus on the projects with fundamentals. For Meme, it is better to only look at politifi.

Рекомендовано: голем (X: @web3_golem )

Введение : Bitcoin ecosystem catcher, hair-pulling trainee, player who can never get a hot meal

делиться :

Last week, the TON ecosystem was revitalized again. DOGS became popular on the entire network in a short period of time due to free airdrops + social viral spread + TONs first meme narrative. Although some people believe that the projects subsequent channel advertising and personal selling of points will ruin its good start, the market enthusiasm still spilled over to other meme imitations. Coupled with the market recovery, the TON ecosystem may also have a meme zoo market in the future.
Solanas Blink ecosystem is also one of the recent hot spots. Related NFTs have performed well before, such as SEND IT and THE HISTORIC QUOTES, but there is still no improvement overall. I believe that most users of the Blink ecosystem essentially believe that it has brought about a change in the way of participating in asset issuance. Seamless participation directly through social media makes it easier to achieve impulse consumption and addiction effects.
Finally, I would like to share a recent “full cycle of making money” for Rune: a little self-defense (progress within 20%) → a little more gas to hit (progress 30% ~ 50%) → tweet to promote Alpha (progress 60% ~ 80%) → on-chain Gas increases to make a profit from the difference (progress 80% ~ 100%) → return to zero (progress 100%).

Предыдущие записи

July 1

July 3

July 8

Рекомендуемая литература

Trump was assassinated, BTC strongly returned to $62,000, has the market bottomed out?

This article is sourced from the internet: Full record of Odaily editorial department investment operations (July 15)

Related: Bitcoin, Ethereum and the seven giants of US stocks, which one performs better?

Original article by Shane Neagle, Coingecko Original translation: Tao Zhu, Golden Finance The Big Seven stock phenomenon is the result of consolidation. When a company monopolizes a particular market space, it gains enough momentum to continue growing and gobble up startups that might threaten it later. In addition, these companies tend to scale their products more efficiently, further consolidating their market position. This process happened to Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (META), Amazon (AMZN), Nvidia (NVDA), and Tesla (TSLA). Bank of America analyst Michael Hartnett called them the Big Seven in April 2023. In that time, these stocks contributed 88% of the returns to shareholders. Even as Tesla is losing ground, the Magnificent Seven is still outperforming the broader market. The Roundhill Magnificent Seven ETF (MAGS) has…