Odaily编辑部Meme操作全记录（1月22日）

Odaily星球日报Published on 2025-01-22Last updated on 2025-01-22

Abstract

注意力回归AI板块，但阶段判断与标的选择各有不同。

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（1月22日）

推荐人：Leo（X：@LeoAndCrypto）

简介：撸毛赚钱合约亏，Meme 赚钱合约亏（就冲小市值 Meme，做个钻石手）

分享：

  1. Trump 发币那天睡过了，没赶上车也没敢上车，AI Meme 和山寨币暴跌，加仓了 NEUR、GRPH 和 FME。

  2. 最近买了 Solana AI 黑客松的 APY，详情参考《Agent 大爆发，一文盘点 Solana AI 黑客松获奖 21 个潜力项目》，文内可能还会有财富密码。

  3. 今日 AI Meme 多数迎来反弹，DeFAI 依旧是主流，除了市值靠前的 AI Meme，建议关注 HoloworldAI 的 Launchpad，里面可能会有“黑马”。

  4. 再次开了 DOGE 多单，Musk 的 DOGE 官网用了 Doge 头像，一时半会应该不会换，赌一手未来。

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. AI Agent 全线回暖，昨日抄底了 ai16z 和 MAX。以为这轮 AI Agent 之春都见不到 1 U 以下的 ai16z 了，感谢特朗普带来的机会。MAX 正在成为了 launchpad agents.land 的平台币，参与项目打新还需要锁仓 MAX，同时用户也可以选择质押 MAX 获得空投，目前已质押了超 1.7 亿枚，launchpad+金铲子+流动性锁定模式使 MAX 被低估，其意义与 SOL 之于 pump、 VIRTUAL 之于 Virtual 生态一样重要，接下来就看 agents.land 平台财富效应能否扩大，带动母币 MAX 上涨。

  2. 上车了一点 TRUMP， 理解了 TRUMP 是由“加密总统”特朗普代言的 Meme 币，意义与上一周期马斯克代言的 DOGE 相当，具有很强的注意力和破圈效应，目前流通市值 83 亿美元，有点被低估了。也许 TRUMP 是这轮牛市里即使你慢慢腾腾的入金买币，也能又几倍收益的代币，错过了 DOGE 和 SHIB ，不要在这轮牛市错过 TRUMP 了。

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. 清仓了所有 AI 代币，认为今天只是情绪反弹，AI 们基本上都没有实质进展，因此准备子弹等待更好的点位重新入场；

  2. 看好 DOGEAI 和 LUMO，属于现在很稀有的叙事，但价格很高，等待中线机会。

推荐人：Asher（X：@Asher_ 0210 ）

简介：主玩 Meme、山寨币低倍合约（只低多不高空）、链游撸毛不买币、尽量少玩 BTC、ETH 合约（赚一笔亏一笔太伤了）

分享：

  1. 之前持有的 ELIZA、degenai 等 AI Agent 板块币都没卖，觉得链上大吸血后会有一波大暴涨；

  2. 前几天暴跌加仓了 ZEREBRO、VVAIFU，跌了还会继续加，核心逻辑 AI Agent 再次暴涨的话，主流框架、Launchpad 板块表现一定不会差；

  3. TRUMP 准备跌破 30 美元开始买，理想点位 20-25 美元，目标 100 美元。

推荐人：Wenser（X：@wenser 2010 ）

简介：业余美国政坛锐评家，Meme 终于赚钱了的 10 U 战神

分享：

  1. XRP 成功止盈收网，恭喜跟上的小伙伴，合约终于赢了一回；不过 DOGE 还在扛单，等一个大利好；

  2. AI 板块目前来说仍然还是主线，TRUMP 后劲不足（但还看到 60 以上，目前 40），抄底继续建议看 aixbt、pippin、swarms，额外再加一个 koto，这个不着急买先观察，还有个群友推荐的 aiai，目前市值 2600 万，可以少量埋伏；

  3. Story、Solayer 发币应该在月底之前了，打算看情况二级拼拼手速，能买到就波段下，买不到就算了。

往期记录

1 月 15 日

1 月 8 日

1 月 3 日

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AI+政府效率部门？新一批 Meme 速通盘又在讲什么故事？

链上大吸血后，哪些 Solana 生态项目值得抄底？

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