Полная запись инвестиционных операций редакционного отдела Odaily (26 августа)

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 :

1. BNB ran halfway first, and RUNE and ETH were cleared yesterday.

2. 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.

Рекомендовано: Венсер (X: @венсер 2010 )

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

делиться :

1. 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.

2. 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 For more information, see the articles Telegram founder arrested, more than half of funds withdrawn, will the TON ecosystem suffer a devastating blow? и Aftermath of the arrest of Telegram founder: US-Russia confrontation, industry support, buying coins to show determination, and mass movement .

3. 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).

Предыдущие записи

August 21

August 19

14 августа

Рекомендуемая литература

Binance-supported Meme Launch Platform Four.meme: Interpretation of Protocol Features and Interaction Value

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

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