走近Ansem:百倍Alpha加密之旅

Odaily星球日报Published on 2024-04-19Last updated on 2024-04-19

Abstract

从软件工程师到加密交易员,KOL的百倍经验分享。

原文来源: LookonChain

编译: Odaily星球日报 Wenser

编者按:作为海外知名加密 KOL,Ansem 的影响力不仅来自于他捕获早期 Alpha 信息的实力,也来源于他强大的沟通能力和亲和力,Odaily星球日报将在今天的文章分享中和大家一道探寻,了解他是如何捕获包括 SOL、BONK、WIF 在内的众多百倍 Alpha 信息、开启自己的加密之旅的。

走近Ansem:百倍Alpha加密之旅

过往战绩显赫:抓住 SOL、BONK、WIF

回看 Ansem 的过往操作,大的现象级币种的机会他就把握住了 3 个:

170 倍的 SOL

2021 年 1 月 1 日,在 SOL 还并不为多数人所知的时候,Ansem 以 1.5 美元的价格开始对 SOL 建仓并在社交媒体平台上进行了公开分享。彼时,他参照的是 SOL/BTC 的兑换比率。

走近Ansem:百倍Alpha加密之旅

11 个月后,时间来到 2021 年 11 月 26 日,SOL 价格突破新高(ATH),达到惊人的 260 美元,涨幅高达 170 倍左右。

走近Ansem:百倍Alpha加密之旅

80 倍的 BONK

2023 年 10 月 30 日,Ansem 在社交媒体平台上发布了一条推文,高喊道:“bonk great coin”,彼时,作为一个 Memecoin, BONK 的价格仅为 0.0000005618 美元,随后 BONK 暴涨,引发市场高度关注。

4 个月后,也就是 2024 年 3 月,随着 Memecoin 热潮的再次到来,BONK 的价格一度突破 0.000045 美元,涨幅超过 80 倍。

走近Ansem:百倍Alpha加密之旅

520 倍的 WIF

2023 年 12 月 12 日,Ansem 在回复另外一位加密 KOL @blockgraze 询问“谁是下一个 SHIB”的推文时,在评论区回复表示:只有 WIF 具有 SHIB 的潜力。他还在 2023 年 12 月 16 日发布了一条推文称,“ WIF = SHIB ”,并配有一只带着毛线帽的柴犬表情包,随后,在短短的几个月时间,WIF 的价格从 0.09 美元一度暴涨到 4.85 美元的历史新高,涨幅超过 520 倍。

走近Ansem:百倍Alpha加密之旅

下面,我们一起学习一下,他是如何做到这些惊人操作的。

从一文不名到誉满加密:Ansem 的成长史

关于 Ansem 的过往,我们可以从他以往的公开推文中了解一二。

如何开启加密之旅的? 

早在 2017 年 10 月,Ansem 就曾发布了一个 Thread 帖子,详细介绍了他是如何学习加密货币交易并且给出了他的学习材料作为参考。

走近Ansem:百倍Alpha加密之旅

2021 年,他辞去了工作并开启了自己的全职交易生涯。 彼时,他还曾发布了一个关于山寨币交易和基于时间节点进行投资操作的帖子,告诉人们如何判断买入山寨币的时间和点位,如何在合适的时间只专注于持有比特币而不分心其他

在去年 12 月的一次采访中,Ansem 还对他的交易策略进行了简单分享,这些内容在之后也会提到。有趣的是,在这次视频采访中,Ansem 也对自己的过往背景进行了简单介绍,据他本人说,他最早是在 Georgia Tech 学习计算机科学,后来成为了一名软件工程师。彼时,他的导师是一个加密货币狂热粉,由此才有了他后续开启自己的加密货币交易之旅的故事。

如何将推特作为自己的加密工具箱?

Ansem 认为作为一个加密信息集聚地,推特对于加密行业的人来说至关重要,对于具体的使用方法,他主要提到了以下注意事项:

  • 始终在线:通过观察和关注 Twitter 上的顶级交易者来学习。

  • 善用工具:使用列表和工具管理信息流,如使用 TweetDeck 高效浏览信息。 

  • 拓展信源:尽可能多地听播客分享,学习新的知识和信息。

Ansem 的交易风格分享 

Ansem 将他的投资组合分为 2 部分:

  • 一部分属于长期持有(约占总体仓位的 70% )

  • 另一部分属于更具投机性的短期交易(约占总体仓位的 30% )

在他看来,成功交易者的特质主要在于,能够接受错误并保持谦虚,并能够在市场波动期间控制情绪。

如何做出投资决策?

这方面他的分享有些老生常谈,大概就是:花时间研究一个项目并确定持有其代币的主要原因。 当评估一个项目可能获得的潜在成功时,重要的是要考虑其长期投资方向和技术进步发展。

除此以外,他在之前的视频采访中也有提到几点注意事项:

  • 记录交易并遵守事先设定的交易规则是最重要的。

  • 不要在交易中违反自己设定的规则。

  • 可以通过记录交易来了解自己的情绪和市场情况。

常见的交易错误有哪些?

过度重仓和满仓是投资中的常见错误,如果预测不准确,可能会导致重大损失。

在没有进行适当的风险管理的情况下,使用杠杆交易和持有大量山寨币头寸可能会导致巨额损失。

值得一提的是,Ansem 在此前的采访中提到,有些交易者会犯下一个明显的错误,即他们只根据自己的观点、想法来进行交易,而不是根据市场情况进行交易;持有多个不同类型的资产可以更长期地保持可持续性。

除此以外,Ansem 认为,TA(技术分析)对于交易者来说非常重要,比 FA(基本面分析)更重要;结合 FA(基本面分析)和 TA(技术分析)可以更好地进行交易。

下一个百倍机会:比特币符文生态

4 月 16 日,Ansem 再次发表推文称下一个百倍机会在比特币符文生态(next 10 0x opp is runes on Bitcoin),而推特上 95% 的加密人士可能根本并未关注这一点。他认为,“将 Solana memecoins 的交易量与当前的 unisat 交易量进行比较,并考虑如果比特币用户有自己的原生山寨币可供购买,会产生怎样的财富效应。”目前,这条推文阅读量已经达到了惊人的近 80 万次,也引发了众多海外加密领域人士的热烈讨论。

走近Ansem:百倍Alpha加密之旅

至于他的此次判断能不能再次言中,值此比特币减半之际,Casey 的符文项目也发布在即,就让时间来告诉我们答案吧。

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