Odaily编辑部投资操作全记录（8月5日）

Odaily星球日报Published on 2024-08-05Last updated on 2024-08-05

Abstract

百倍期权侠：美股大概率熔断，加密重演“312”，5万不是BTC底。

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（8月5日）

推荐人：秦晓峰（X：@QinXiaofeng 888 ）

简介：期权疯狗，Meme 接盘侠

分享：最近的加密行情跟日元走势密切相关：日元升值导致日元套利成本增加，日资开始从美股市场撤退，加密惨被波及。特别是今天上午，日经和韩国股市今天上午全部熔断，也为今晚美股的走势蒙上了一层阴影。在这种恐慌心理下，美股大概率会在近期触发一次熔断，加密市场重演 312 的悲剧，现在的 5 万美元注定也不会是阶段底部，建议谨慎抄底。

回到操作方面，最近波动将会非常大，日内 5% 振幅将会很常见，建议 BTC、ETH 多空双开，不要赌单边，防止市场反方向波动。关于止盈，我做得一直不太好，每次只要一格局就亏，一止盈就起飞。个人战绩方面，过去两周做期权，成本从 40 美元做到了 5000 多美元；但在今天大跌前，平仓了看跌期权，错过了最大的一波 4 万美元收益，目前心态略微严重失衡。附昨晚的操作截图：

Odaily编辑部投资操作全记录（8月5日）

Odaily编辑部投资操作全记录（8月5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：

  1. 此前 SOL 空单已经全平， 193 下跌以来的首次刺破 3 倍标准差，或有反弹需求，保持持续购入现货和短空操作；

  2. ETH 打算在灰度拐点前抢跑，已提前购入现货（多套救）；

  3. BNB 打算在 CZ 出狱前抢跑，已提前购入现货（多套救）；

  4. JLP 全部换成了 SOL（等价于 5% 的 U 买成 SOL）。

推荐人：Wenser（X：@wenser 2010 ）

简介：已老实的加密玩家，加密历史考古学家

分享：

  1. SOL 100-110 左右可以酌情抄底，昨天晚上 130 的时候有朋友想抄底被我拦住了，今天跌破 120 也是必然。

  2. 还是参加 Kamino 的 JLP、PYUSD 的池子，老老实实吃生息吧。

  3. 还是那句话，个人感觉 8 月份黑天鹅不在少数，建议谨慎抄底，稍安勿躁。

Odaily编辑部投资操作全记录（8月5日）

往期记录

7 月 31 日

7 月 29 日

7 月 26 日

推荐阅读

BTC 四日连跌 15000 美元，全球金融市场陷入恐慌暴跌

Jump 一周抛售上亿美元 ETH，解析数额细节与潜在抛压

黑天鹅倒计时？一文盘点与 Jump 绑定最深的几大代币

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