Odaily编辑部投资操作全记录（9月2日）

Odaily星球日报Publicado a 2024-09-02Actualizado a 2024-09-02

Resumen

套利抄底价值币，转入链上做理财；Fractal上参与机会暂不及预期。

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（9月2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. 9 月魔咒如约而至， 8.25 清仓后一直在等 9.1 的基准价格，朴素抄底位置为 9.1 起始价×（1 - 十年平均跌幅）= 58900 × 94.8% = 55800 USDT。

  2. 个人进行套利抄底中，方案为选择抄底价值币，U 买入后在币安抵押借出不看好的 VC 币，卖出得到 U 转入链上生息。

例如： 1 w U 购入 SOL，借出 7800 U 的 ARB，卖出为美元并转入 Kamino 生息。

潜在收益：SOL/ARB 汇率对（基于 ARB 的解锁下跌）+差额的 SOL 上涨+链上利息 5.32% -币安借款利息 2.01% +Kamino 空投

潜在风险：汇率对大涨，差额 SOL 下跌，链上被盗

变量：价值币、VC 币的选择，链上生息的选择（例如 scallop 为 6% ）、CEX 借贷产品的选择（详见新鲜出炉分析文章）。

推荐人：golem（X：@web3_golem）

简介：比特币生态捕手、撸毛练习生、永远吃不上热乎选手

分享：

最近玩比特币生态的重点还是在 Fractal 上，有许多 pre-Fractal 概念和矿机概念的 NFT 发售。但是整体参与下来发现，并未有想象中的财富效应发生，多数 NFT 项目陷入无人打和打完即破发的命运，因此奉劝大家谨慎出手。

这说明两个情况，一是经过多轮迭代目前比特币生态用户质量已经显著提高，对于只玩概念的粗糙项目有了较高的筛选门槛；二是或许用户对于 Fractal 生态的期待过高，而实际在大盘下行和比特币生态整体活力不佳的情况，Fractal 很难吸引除 Unisat 用户外的更多人参与。

当然，也可能是 NFT 天然流动性和破圈效应不如同质化代币，Fractal 主网上线不久就会启动 BRC 20 ，期待生态到时能有较好的表现。

往期记录

8 月 26 日

8 月 21 日

8 月 19 日

推荐阅读

空投周报｜Hamster Kombat 拟于 9 月 26 日进行空投；Floki 已完成 CAT 空投快照（8.25-9.1）

一周代币解锁：MODE 和 TAIKO 迎来天量解锁

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