Odaily编辑部Meme操作全记录（11月18日）

Odaily星球日报Published on 2024-11-18Last updated on 2024-11-18

Abstract

“这次我想做一个Believer而不是Trader。”

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。

本文涉及 Meme 价格、市值、持仓等相关数据均来自 GMGN。

Odaily编辑部Meme操作全记录（11月18日）

推荐人：golem（X：@web3_golem）

简介：比特币生态捕手、Meme 练习生、永远吃不上热乎选手

分享：

  1. 上周五说等比特币生态风来，没想到这周就来了，币安期货提名审核符文 DOG、币安矿池上线 FB 合并挖矿。上周五买的两个符文 AI Meme 标的：CYPHER•GENESIS 已经今日翻倍出本，市值 32 m（我在市值 16 m 上的）；SMITH•AI•AGENT 一组（即 25 张）涨回 150 USDT，全部清仓。

  2. Solana Meme 板块，依旧看好之前马斯克星舰上的 banana，目前市值还是 30 m，链上持有地址接近 2 万个，现在一赌马斯克发推庆祝 S31 发射，极大概率会出现 banana 的 logo；二赌“banana for scale”这个 IP 本身的长久性，不会因为星舰发射后就过时。这次我想做一个 Believer 而不是 Trader。

  3. 同时 DeSci 板块上，昨天还买了 scihub 和 uro：scihub 所做的事情目前来看是相对正面的，一个真正给 desci 事业做出贡献的标的（捐钱）；uro 相比龙头 rif 市值还较低，博一个倍率。

相关背景介绍：《Desci 热度再起：CZ 和 Vitalik 倾情「喊单」，Meme 一周千倍》。

推荐人：Leo（X：@LeoAndCrypto）

简介：撸毛赚钱合约亏，Meme 赚钱合约亏

分享：

  1. 上周紧跟同事脚步买入 Ban 和 ai16z，翻倍后出本，今早 ai16z 下跌 0.25 左右加仓已盈利。此外还持有 KOMA 和 Cheems，盈利中暂时不出，等 Meme 风吹到 BNB Chain。

  2. DeSci 版块龙头 rif 和 uro 错过也不打算入了。ANTI 和 PRO 目前市值 1300 万美元左右，昨天第一时间没上车，晚点准备买一些，给他们一周时间上涨，期间随时出货。

往期记录

11 月 15 日

11 月 13 日

10 月 25 日

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