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

Fu Peng's First Public Speech in 2026: What Exactly Are Crypto Assets? Why Did I Join the Crypto Asset Industry?

Fu Peng, a renowned macroeconomist and now Chief Economist at New火 Group, delivered his first public speech of 2026 at the Hong Kong Web3 Festival. He explained his perspective on crypto assets and why he joined the industry, framing it within the context of macroeconomic trends and financial evolution. Fu emphasized that crypto assets are transitioning from an early, belief-driven phase to a mature, institutionally integrated asset class. He drew parallels to the 1970s-80s, when technological advances (like computing) revolutionized traditional finance, leading to the rise of FICC (Fixed Income, Currencies, and Commodities). Similarly, current advancements in AI, data, and blockchain are reshaping finance, with crypto assets becoming part of a new "FICC + C" (C for Crypto) framework. He noted that institutional capital, including traditional hedge funds, avoided early crypto due to its speculative nature but are now engaging as regulatory clarity emerges (e.g., stablecoin laws, CFTC classifying crypto as a commodity). Fu predicted that 2025-2026 marks a turning point where crypto becomes a standardized, financially viable asset for diversified portfolios, akin to commodities or derivatives in traditional finance. Fu defined Bitcoin not as "digital gold" in a simplistic sense but as a value-preserving, financially tradable asset. He highlighted that crypto's future lies in regulated, institutional adoption, moving away from retail-dominated trading. His entry into crypto signals this maturation, where traditional finance integrates crypto into mainstream asset management.

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Fu Peng's First Public Speech in 2026: What Exactly Are Crypto Assets? Why Did I Join the Crypto Asset Industry?

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Justin Sun Sues Trump Family: What $75 Million Bought Was Only a Blacklist

Justin Sun, founder of Tron, has filed a lawsuit in federal court against World Liberty Financial (WLF), alleging he was made the "primary target of a fraudulent scheme" after investing $75 million. Sun claims the investment secured him an advisor title and WLFI tokens, which were later frozen by WLF, causing "hundreds of millions in losses." The dispute began in late 2024 when Sun's investment helped revive WLF's struggling token sale, which ultimately raised $550 million. Shortly after, the SEC dropped its lawsuit against Sun following Donald Trump's inauguration. However, relations soured when Sun refused WLF's demands for additional funding. In August 2025, WLF added a "blacklist" function to its smart contract, allowing it to unilaterally freeze tokens. Sun's holdings, worth approximately $107 million, were frozen, and he was threatened with token destruction. The lawsuit highlights WLF's structure, which directs 75% of token sale profits to the Trump family, who had earned $1 billion by December 2025. WLF's CEO is Zach Witkoff, son of U.S. Middle East envoy Steve Witkoff. The project faces scrutiny for opaque operations, including a controversial loan arrangement on the Dolomite platform, co-founded by a WLF advisor. Despite Sun's history with the SEC, the case underscores centralization risks within DeFi, as WLF controls governance and holds powers to freeze assets arbitrarily. Sun's tokens remain frozen as legal proceedings begin.

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Justin Sun Sues Trump Family: What $75 Million Bought Was Only a Blacklist

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$500 to Buy OpenAI Stock: Silicon Valley's Most Respectable Liquidity Invitation

Silicon Valley's largest venture capital platform, AngelList, has launched a new fund called USVC, allowing U.S. retail investors to buy into high-profile AI companies like OpenAI, Anthropic, and xAI with a minimum investment of $500—no accredited investor status required. Promoted by AngelList co-founder Naval Ravikant, the fund is framed as an opportunity for ordinary people to access high-growth private tech investments traditionally reserved for VCs. However, critics argue it functions more like an exit vehicle for early insiders. USVC acquires shares not through primary rounds but largely via secondary transactions—purchasing stakes from early investors, VC funds, and employees looking to cash out at peak valuations. With companies like xAI heavily weighted in the portfolio, the fund effectively channels retail money into providing liquidity for insiders who entered at much lower valuations. The fund’s structure raises concerns: shares are illiquid, with no secondary market, and buybacks are limited and discretionary. The actual annual fee reaches 3.61%, far above the advertised 1% management fee. This model parallels the "low float, high fully diluted valuation" strategy seen in crypto, where early investors profit by selling to latecomers at inflated prices. The timing—alongside similar moves by platforms like Robinhood—suggests that Silicon Valley’s sudden interest in retail inclusion may be less about democratizing access and more about securing exits for insiders.

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$500 to Buy OpenAI Stock: Silicon Valley's Most Respectable Liquidity Invitation

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