Odaily编辑部投资操作全记录(6月17日)

Odaily星球日报Published on 2024-06-17Last updated on 2024-06-17

Abstract

麻了,疲惫,难熬,但永远有板块抄底,永远热泪盈眶……

本新栏目为 Odaily 编辑部成员真实投资经历分享,不接受任何商务广告,不构成投资建议(因为本司同事都很擅长亏钱),旨在为读者扩充视角、丰富信源,欢迎加入 Odaily 社群(微信@Odaily 2018 ,Telegram 交流群X 官方账号)交流吐槽。

Odaily编辑部投资操作全记录(6月17日)

推荐人:Asher(X:@Asher_ 0210 

简介:低市值山寨长线埋伏、链游打金、撸毛党

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  1. BTC 行情,目前有所调整,日线关注 64500 附近,不跌破还是看涨。

  2. 撸毛:继续撸 The Beacon(灯塔),可以说全网工作室都在撸了,毕竟没成本,大概率最后最后是要查女巫的,多号还是要上独立 IP;Pixelverse,很省事,每 8 小时点一下收收金币,宠物升级就好了;Pixels,马上第二章,这段时间知道的不少工作室 bot 号大批量被封,看看第二章打金收益。

推荐人:南枳(X:@Assassin_Malvo

简介:链上玩家,数据分析师,除了 NFT 什么都玩

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  1. 链上 Meme 持续熄火,但局部热点仍存在,重点关注重要角色背书或者相关概念代币。今日案例为,币安官推回复的 BILLY 六小时突破 2000 万美元市值,并带起了一小部分仿盘。

  2. 以太坊 ETF 进展在即,低位购入以太坊相关资产。

推荐人:Azuma(X:@azuma_eth

简介:铁头韭菜

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  1. ZKsync 空投已开放,不打算立即出手的可以考虑先做一做 LP,价位区间可考虑 0.2-0.4 ,一般大热项目第一天的 LP 收益都会比较可观,可覆盖并抵消潜在的无常损失。

  2. Lido(LDO)这波下跌中反弹势头不错,加上亲儿子项目 Symbiotic 的潜在场景加持(支持所有 ERC 20 去做再质押,LDO 可能会是第一波试验代币),可以继续保持关注。

推荐人:golem(X:@web3_golem

简介:比特币生态捕手、撸毛练习生

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  1. 将 SOL 换仓 ETH,SOL 车目前太重,虽然从链上看 Solana 比以太坊活跃很多,各项数据都不错,但相比以太坊 ETF 通过在即的利好,还是差了一些,熬不住了,决定和主流大资金站在一起。

  2. 之前打的符文 COOK•THE•MEMPOOL 打完就跌,也是因为前几天 mint 时赶上了交易所归集资金,链上 gas 走高抬高了成本,但是我也是劝大家,现在不要轻易打符文了,中西方目前都没有新资金入场。

推荐人:Wenser(X:@wenser 2010 

简介: 10 U 战神,Meme 分手大师,兼职外卖员

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  1. 埋伏的体育概念都亏麻了,之前提醒大家不要买先看看,自己先冲了,目前单个币种亏损 15% 起步;

  2. 其他的链上资产还在逐步清仓中,虽然 7 月 2 号 ETH 现货 ETF 大概率会通过,但是已经不抱太大的拉盘希望了,这个猴市已经让我有点身心俱疲那感觉了;

  3. NOT 回调到了 0.018 ,继续 HODL,有消息说 TON 生态其他的病毒小游戏也会陆续发币了,龙一概念还是持续看好;

  4. CRV 那一波抄底脑子想到了,操作没跟上,只能反思了,至少 0.22 的时候应该买点的,搏个短期反弹预期也是应该的,还是没想清楚很多事情;

  5. 下一步不看好 ZK、ZRO、BLAST 的后市表现,只能看 8 月初了。

最后, 6 月还是个丰收的季节,但我已经不是农夫了。——“查了,我查询了我所有的地址,我拥有的每一个地址都被举报了。我完全退出了撸毛赛道,我再也受不了了。激进的女巫举报,担惊受怕的生活,一切都是那么煎熬。撸毛结束了,我出局了。”

推荐人:星球小花(X:@mandywangETH

简介:合约小作手

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行情横在这个位置,基本就两个剧本,BTC 上行破 72000 美元进一步新高;和彻底跌破 65000 美元后下探破 60000 美元,在  5w+美元区域甚至更低找支撑, 65000 美元是 120 日线位置,目前仍然在磨蹭。

无论哪个剧本,比特币终将新高,但如果是后者剧本的话很有可能接下来会走得十分磨叽,甚至要 2、 3 个月后才有趋势行情了。

场内流动性吃紧,场外流动性被 ETF 和美股等更低门槛、高热度的标的分薄,山寨持续阴跌,消息面带来的短期上涨皆无法持续,突破多为假突破,操作必须见好就收,尤其是大部分“行业重量级”项目(L2等)持续解锁,VC 基本逢解锁必出货,价格新低但流通盘持续增大,如果行情持续下跌,建议别因为“价格便宜”抄底,与之相比还不如低倍杠杆上比特币。

往期记录 

6 月 3 日

6 月 5 日

6 月 7 日

6 月 12 日

6 月 14 日

推荐阅读

机构集体“打脸”,后市行情会如何发展?

大波动在即,机构如何看待后市行情?

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