Odaily编辑部投资操作全记录(7月3日)

Odaily星球日报Published on 2024-07-03Last updated on 2024-07-03

Abstract

SOL现分歧;限定版合约小作手晒单三张。

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(7月3日)

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

分享全面平仓 SOL 杠杆多单,只保留了现货。3 月份的 SOL 暴涨认为是 Meme 驱动,造福效应驱使用户购买 SOL 并转移至链上交易。

而近两个月 Solana 造福效应越来越弱,虽然 Pump.fun 收入新高,但没有多少跑出内盘的金狗,说明都在 pump.fun 场内交易,那么平均下来真正的获利者只有 pump.fun 和开盘项目方,以及少量的顶尖玩家和阴谋集团,当他们收集到越来越多 SOL 后只会获利退出。

一句话概括:已经没有足够的诱饵使广大资金购入 SOL。叠加大盘孱弱,没有向上的 Beta。

因此等待链上造福效应的重新出现,或者 Solana ETF 的有效进展,成为 SOL 有效、持续的上涨动力后才重新入场杠杆多单。

推荐人:星球小花(X:@mandywangETH

简介:合约小作手

分享最近的行情很闹心,把趋势选手我本人逼成了短线精灵。

上周操作:之前彻底跌破 MA 120 后小空了一下,跌至 59000 (4 小时趋势线)区域尝试小多,回踩 60300 处再次做多,一半多单在 63450 平仓,另一半本来预期是拿到 65000 附近,但盘面走弱,今晨跌破 61000 触发被动止盈,平仓均价拉回了 62000+,哭。

目前均线乱套,本来我的预期是接下来一段时间可能都是小震荡伴随出小高,但比特币再度跌到 60600 处不是一个好的信号,趋势线跌破了,我暂时不会再做多了,会保持观察,如果短线能稳住反弹接下来一周可能会继续震荡有小高点,如果继续下杀则打开下跌空间。

最近好多机构开始唱多,但我对中期仍然保持之前的观点,一旦之前 58000+这个低点失守,仍认为 BTC 会跌到 5 w 附近甚至跌破 5 w 寻找支撑,我觉得这样也是健康的走法,利于后续真正上涨。

真诚的操作建议就是这段时间不瞎折腾,休息休息思考思考干活干活撸毛撸毛,手痒就小打小闹,大的等趋势走出来,等均线捋顺。

Odaily编辑部投资操作全记录(7月3日)

Odaily编辑部投资操作全记录(7月3日)

Odaily编辑部投资操作全记录(7月3日)

推荐人:Wenser(X:@wenser 2010 

简介:“Meme 就是下一个 APP”理论提出者,交易所心碎玩家,鄙视“不看好就做空”肉糜论者

分享

  1. Solana 生态的 Meme 还是最活跃的,pump.fun 上线几个月狂揽 5000 万美元收入,MICHI、BILLY 都是代表性表情包币,与之相比,估值达到 10 亿美元独角兽级别的 Farcaster 协议收入现在才将将超过 150 万美元,Meme 币和社交赛道的市盈率一目了然;

  2. Ton 生态的 Meme 好像这两天也挺活跃,除了老牌的 NOT、ANON、FISH 以及每个链都有的政治 Meme 币,最近 TCAT 也成功完成市值突破 1000 万美元的小成就,值得关注,地址:EQBtDmYgCKk 3 ec Q1 x-j0CLZRnPYyaV7cB33ad036QN-HE 2C 7 。

  3. pump.fun 在 Meme 币领域的造富能力甚至远超 Unibot 曾经在 Telegram bot 领域,而且照目前的势头来看,还不需要发币进行集资,最近的仿盘也出来蛮多的,包括 Moonshot、four.meme、bibobibo.xyz,还有之前 Blinks 出来后的 SC 等等代币,也都很有意思,可以看看有没有机会,之后也会出文章写一写一键发币平台的横向对比,欢迎关注我的 X 账号 @wenser 2010 

最后,大盘看起来还是下行状态,持币观望,或者一键清仓或许是短暂的平静期。

推荐人:Asher(X:@Asher_ 0210 

简介:短线合约、低市值山寨长线埋伏、链游打金、撸毛党

分享

  1. BTC 行情:短线依旧看涨,但看的是反弹。今天这波下跌刚好补了 CME 缺口, 61100 开的多,止损可以看两个位置一个是上一个 4 H 低点 60600 ,二是 59600 ,都跌破短期行情是真的没了,止盈看 66000 。

  2. 其他:一是 BWB,目前持有中,快点涨吧,真要拿不住了。二是 SOL, 139 接的多还拿着,看到 162、 173 。三是 JASMY,日本概念币,止盈看 0.034、 0.042 ,止损 0.026 。

往期记录

6 月 26 日

6 月 28 日

7 月 1 日

推荐阅读

BTC、ETH 分道时, 12 位行业人士对后市行情判断如下

行情索然时,收下这份稳定币增值攻略

链上聪明钱追踪终篇: 10 大生态币埋伏高手地址一览

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