Odaily编辑部投资操作全记录(7月31日)

Odaily星球日报Pubblicato 2024-07-31Pubblicato ultima volta 2024-07-31

Introduzione

恭喜看周一文章买入NEIRO的小伙伴们;PEW DEV动向值得关注。

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(7月31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. SOL 前天晚上感觉不对劲,均价 185 USDT 已清半仓,第二次测试 4 小时 MA 55 但 MA 55 已走平、OBV 均线开始下行。等待方向梳理完毕决定半仓下一步去向。

  2. Solana Meme 已大幅回暖,重点关注 PEW DEV 动向。

推荐人:Wenser(X:@wenser 2010 

简介:好运守护者,市场波动观察家

分享

  1. 周一写的《新柴犬 Neiro 登场,接棒 DOGE 成“Meme 币新王”?》文章中提到的“更有希望的”以太坊上大写的 NEIRO 成功跑出来,并且不出意外地一度突破 0.13 美元,大概有 6-8 倍的涨幅,一度超过 DOGE 的价格,再次恭喜看了文章买入的小伙伴们。

  2. 最近看到很多朋友厌倦了波动震荡的市场,将闲置资金或者一部分仓位放到了交易所平台的双币投资里面,下跌就当被动抄底。

  3. Kamino 发币的时候表现一般,但平台运营一直很稳定,包括 JTO 的池子、JLP 池子等等,有需要的小伙伴们也可以看看,结合着 Solayer 用也有保底收益,比去 pump.fun 上面 PVP、玩跑得快的游戏要强一点。

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. BTC:看涨。目前 BTC 日线刚好在日线 EMA 20 的 65300 支撑住了,只要日线不破 65300 ,强烈看涨。

  2. 本次山寨币推荐:上周说的抄底山寨币的机会来了,目前 INJ 现货已布局完毕,其他 PEPE、FLOKI、TAO 这几天会持续买入。(没人保证一定是底部,但这个价格推荐的山寨币“抄底”的盈亏比很高,同时上述几个币我也都会上合约做波段,其中 INJ 的两个止盈位设在 29、 33 ,现货继续持有)。

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Polymarket 开了奥运会类别的预测,在“获得最多金牌的国家”上我买了一些中国。当然有做多信仰的成分,但是从历年金牌获得数量上来看,中国还是有些希望的—— 08 年中国获得 48 枚金牌,排名第一;12 年中国获得 39 枚金牌与美国差 7 枚,排名第二;16 年中国获得 26 枚金牌与美国差 20 枚,排名第三;20 年中国获得 38 枚金牌与美国差 1 枚,排名第二。

目前预测池子总金额为 200 万美元,虽然美国确实实力强劲,但估计 Polymarket 大部分受众还是美国人,目前中国 25% 的支持率肯定是低估的(顺便说下,我在 22% 时候入的仓)。

往期记录

7 月 29 日

7 月 26 日

7 月 24 日

推荐阅读

特朗普比特币大会演讲全文:将建立比特币战略储备,解雇 Gary Gensler

短视频回顾:纳什维尔比特币大会十大精彩瞬间

Letture associate

When Billions Begin to Operate Everything by Voice, How Far is ‘All Assets on Chain’?

In June 2026, WeChat began a limited rollout of "Xiaowei," its native AI assistant. This move is more than an upgrade to a smarter chatbot; it signals a crucial step from "universal internet access" toward the broader vision of "full asset tokenization." Xiaowei, powered primarily by WeChat's in-house WeLM model, demonstrates four key capabilities: 1) direct voice/web chat control of app functions, 2) automated access to mini-programs for services, 3) instant comprehension and summarization of complex documents like PDFs, and 4) generating functional mini-program prototypes from simple natural language requests. This represents a fundamental shift from GUI (Graphical User Interface) to LUI (Language User Interface), eliminating friction in human-digital interaction. The rollout is pivotal because it brings AI Agents to China's massive user base with zero friction—no new app downloads or accounts needed. This "seamless access" mirrors past platform revolutions like the App Store or WeChat Mini-Programs, potentially unlocking a global AI Agent market projected to grow from $7.92 billion in 2025 to nearly $295 billion by 2035. The article argues that China's internet evolution has moved from "connecting everyone" to "putting all services online." The next phase is "tokenizing all assets"—a concept broader than just Real World Assets (RWA) like real estate. It encompasses tokenizing personal assets like social influence, attention, and credit history. RWA tokenization itself is forecast to explode from $35 billion in 2025 to over $500 billion in 2026. The convergence of ubiquitous AI Agents and rapidly tokenizing assets points to a future paradigm for wealth management. Your AI Agent could autonomously manage a globally diversified, tokenized portfolio based on your preferences. Initiatives like EXIO Group's full-stack RWA services aim to lower investment barriers, paralleling WeChat's democratization of AI access. In conclusion, the launch of Xiaowei is not merely a technical upgrade but a historic inflection point. It marks AI Agents' transition from niche tools to essential utilities and accelerates the movement toward a future where voice commands seamlessly interact with tokenized value, redefining humanity's relationship with the digital and financial worlds.

marsbit3 min fa

When Billions Begin to Operate Everything by Voice, How Far is ‘All Assets on Chain’?

marsbit3 min fa

SoftBank CEO Masayoshi Son's New Trillion-Dollar "Gamble"

SoftBank founder Masayoshi Son is embroiled in a new trillion-dollar "bet" on Physical AI and humanoid robotics, even as his massive wager on OpenAI faces uncertainty ahead of its potential IPO. Recent reports reveal OpenAI's steep losses—$85 billion net loss by Q1 2026 and a $38.5 billion loss in 2025—casting doubt on its path to a trillion-dollar valuation. SoftBank, OpenAI's second-largest external shareholder with a planned 13% stake, stands to gain hugely if OpenAI succeeds. Undeterred, Son is already pushing forward with his next ambitious venture: consolidating SoftBank's AI and robotics assets into a new U.S.-based company named "Roze," targeting a $100 billion IPO as early as late 2026. This move aligns with his belief that Physical AI, merging AI cognition with robotic physical execution, is the next trillion-dollar frontier. Son's confidence stems from recent AI wins; SoftBank's stock surged and he briefly regained the title of Asia's richest person, largely due to OpenAI's soaring valuation. However, his aggressive strategy has raised internal concerns about over-reliance on OpenAI and strained finances. With competitors like Anthropic advancing rapidly and OpenAI's IPO timing uncertain, Son is racing to capitalize on the AI boom. His long-term vision for Physical AI includes a decade of investments in robotics, from Boston Dynamics to recent acquisitions like ABB's robotics unit, and a planned $1 trillion investment in U.S.-based AI robotics industrial parks. Yet, challenges remain: humanoid robotics firms like Figure AI lack the clear revenue paths of AI software companies, and Roze's lofty valuation faces skepticism. For Son, these bets are also driven by an unfulfilled promise of massive returns to key investors like Saudi Arabia's PIF. Despite risks, he continues to double down, betting that the fusion of AI and physical machines will define the next technological era.

marsbit10 min fa

SoftBank CEO Masayoshi Son's New Trillion-Dollar "Gamble"

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