Odaily編輯部投資營運全紀錄（6月26日）

53 0 0

這篇新專欄是Odaily編輯部成員分享的真實投資經驗。不接受任何商業廣告及 不構成投資建議（因為我們同事很擅長賠錢） 。其目的是擴大讀者的視野並豐富他們的資訊來源。歡迎您加入Odaily社群（微信@Odaily 2018，電報交流群 , X公眾號）進行溝通和投訴。

推薦人：亞瑟（X： @亞瑟_0210 )

介紹：低市值山寨、長期埋伏、區塊鏈遊戲、種金、貪圖便宜

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.
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.
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.

推薦人：南植（X： @Assassin_Malvo )

介紹：鏈上玩家、數據分析師，除了NFT什麼都玩

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.
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.

推薦人：溫瑟（X： @溫瑟2010 )

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

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 );
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.
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.
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.

推薦人：魔像（X： @web3_golem )

介紹 : 比特幣生態守望者、LuMao實習生

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.
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.
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.

推薦人：東（X： @azuma_eth )

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

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.
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.

過往記錄

June 14

6月17日

6月21日

推薦閱讀

當BTC和ETH出現分化時，12位業內人士對未來市場做出以下判斷：

Smart Money Tracking on the Chain: A Collection of the Top 10 Value Coin Position Building Expert Addresses

市場低迷時，請看這篇穩定幣保值指南

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

Related: Bitget Research Institute: BTC falls below 63,000 and sentiment reaches freezing point, only a few memes have wealth eff

In the past 24 hours, many new hot currencies and topics have appeared in the market, and it is very likely that they will be the next opportunity to make money. The sectors with relatively strong wealth-creating effects are: TON ecology; Hot search tokens and topics among users are: REVOX, Linea, RWA; Potential airdrop opportunities include: LayerN, LIFI; Data statistics time: June 24, 2024 4: 00 (UTC + 0) 1. Market environment In the past two weeks, the BTC spot ETF has shown a continuous net outflow trend. BTC fell below $63,000, ETH on-chain gas fell to 1-2 gwei, and market sentiment dropped to freezing point. High-market-cap new coins ZRO and ZK led the decline of altcoins, and their prices have fallen by 30%-50% from the price at the time…

#分析