Odaily编辑部投资操作全记录(11月15日)

Odaily星球日报Publicado a 2024-11-15Actualizado a 2024-11-15

Resumen

最新一期Meme试吃会。

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(11月15日)

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. 链上山寨(Meme):之前推荐并持有的两个持仓 ai16z 和 ban,涨得很舒服,已经减仓大部分,留一点仓位博上币安;worm 涨了 50% 左右,继续持有;新增 OPK;观察区有两个正规项目创始人发的 Meme 币:OBOT、DTF。

  2. 交易所山寨:真的是格局必死,只能撸一撸短线了。今天中午下跌的时候买了 FET,止盈点 1.65 。

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

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  1. 超长线推荐 LUCE,具备唯一性、永久性和最强圈外人口基数。

  2. 中短线看好 pnut,逻辑为比特币顶点区间需要 WIF 之后的新王(类似今年二三月和 519),pnut 基数、话题性优秀,但需要大盘继续坚持一段时间。

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. Solana Meme 方面目前持有的是释放 Polymarket 概念的🦅和马斯克战舰概念的 Banana,🦅已经被套但是没割肉认为还在洗盘中;Banana 在 16 M 市值时上车,在上涨至 54 M 时减仓了一部分,目前市值 30 M 左右,但个人认为 Banana 有望冲击 100 M, 11 月 18 日印刷有 Banana IP 形象的星舰 S31 将发射,倒是会有数百万人关注,Banana 将真正飞向太空,同时 Banana IP 形象本身也具有较好的传播度。

  2. 比特币生态板块,AI Meme 的风也刮到了符文上,昨日在 Magic Eden 买了两个相关符文,一个是目前的龙头 CYPHER•GENESIS,市值 1000 多万时上的车;另一个是 SMITH•AI•AGENT,上车时一组 40 USDT,目前一组 80 USDT 左右,今日最高涨至 150 USDT 一组,我没卖出去。虽然整个符文流动性和资金还是不及 Solana,但不要灰心,等风来吧。

往期记录

11 月 13 日

10 月 25 日

10 月 23 日

推荐阅读

连上 Meme 币,真能让币安和社区双赢吗?

自定位为 Meme 的风,还是吹到了币圈各个角落

自定位 Meme 币后 LTC 大涨,普通人在 Meme 超级周期能做什么?

Lecturas Relacionadas

In the MiCA Era, Europe's New Cryptography Landscape: Why is Germany Taking Center Stage?

With MiCA's transitional arrangements concluding, Europe's crypto industry has undergone a regulatory consolidation. Post-MiCA, platforms must secure CASP authorization to operate compliantly within the EU. As of July 1st, only about 12% of crypto firms have received authorization, with Germany emerging as a key player, holding 57 authorizations (roughly 23% of the EU total). This positions Germany as a primary compliance gateway to the EU's unified market. Germany's advantage stems from its established, function-based regulatory framework, which integrated crypto activities into existing banking, securities, and payment systems pre-MiCA. This allowed a smoother transition and attracted both domestic platforms (like Bitcoin.de, BISON) and international ones (like Coinbase Germany). A distinctive trend is German banks becoming direct retail entry points for crypto services. Examples include DZ Bank integrating "meinKrypto" into its VR Banking App and the Sparkassen savings bank network planning to offer crypto trading via DekaBank. This mainstreams crypto access for ordinary users. Beyond trading, Germany is evolving into a digital asset infrastructure hub. Deutsche Börse Group's Clearstream is developing a next-generation platform for issuing, settling, and servicing both traditional and tokenized securities. Furthermore, German banks like DekaBank and DZ Bank are key participants in the Qivalis project, a European initiative for a regulated euro stablecoin, positioning Germany at the intersection of critical future capabilities like custody, settlement, and cross-border services.

marsbitHace 48 min(s)

In the MiCA Era, Europe's New Cryptography Landscape: Why is Germany Taking Center Stage?

marsbitHace 48 min(s)

Glassnode: Cryptocurrency Market Entering Late-Stage Consolidation Phase

Bitcoin has now been trading below the realized price and short-term holder cost basis for nearly five months, indicating a prolonged period of undervaluation. The market exhibits late-stage accumulation characteristics. Long-term holders (LTHs) are the primary source of sell-side pressure, with their realized losses reaching a daily peak of $280 million, the highest since December 2022, and accounting for 43% of total on-chain realized losses. A sustained decline in this LTH selling is a crucial prerequisite for a meaningful reversal. Spot ETF flows, while moderating from June peaks, remain in a state of monthly net outflows. Daily trading volumes have collapsed roughly 80% from the October 2025 highs, reflecting weak institutional demand and lack of confidence. Derivatives markets show a cautious tilt towards bullishness, with the put/call ratio hitting a 2026 low and funding rates neutral. However, the options volatility skew remains in "put premium," indicating persistent demand for downside protection, even as the absolute cost of that protection has declined. The spot price currently trades approximately 6% below the $66,000 max pain level. In summary, key conditions for a market bottom are in place, including sustained undervaluation and significant LTH capitulation. However, definitive signals for a transition to a bull market—namely, a sustained drop in LTH realized losses, stabilization of ETF fund flows, and price reclaiming key on-chain cost bases—are not yet confirmed. The market is in the late stages of basing, awaiting these catalysts for a sustained recovery.

marsbitHace 2 hora(s)

Glassnode: Cryptocurrency Market Entering Late-Stage Consolidation Phase

marsbitHace 2 hora(s)

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