Odaily编辑部投资操作全记录（8月7日）

Odaily星球日报Pubblicato 2024-08-07Pubblicato ultima volta 2024-08-07

Introduzione

所以，你们都在盼二探？

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（8月7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. 周一提到（SOL） 193 下跌以来的首次刺破 4H MA21 的 3 倍标准差，或有反弹需求，相关反弹杠杆多单已结束。现货不动，但尝试币本位短期空单， 153 已开头仓，最后一单空在 158 。

  2. 若有二探，首选目标设为 SATS，详见《解析 85 暴跌数据：哪些币反弹最迅猛？哪些板块最弱势？》。

Odaily编辑部投资操作全记录（8月7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. BTC：短期看空。昨晚和今天两次碰 57200-57000 区间都被打下来，认为会有一波二探，看空，止盈 52000 ，止损 58000 。

  2. 山寨币推荐：这周山寨的反弹中 SATS、TAO 以及总说的 PEPE、FLOKI 反弹都很猛，按照剧本 BTC 完成二探，并站稳 52000 后，买入上文提到的山寨币。

推荐人：Wenser（X：@wenser 2010 ）

简介：猫猫爱好者

分享：

  1. SOL 120 以下抄底的舒服了，来回波段或者质押的收益率都不错， 160 左右可以酌情考虑出掉了一部分。

  2. Solana 生态的 meme 反弹趋势还是很明显，尤其是猫猫主题的，不管是 michi，Mew 还是 popcat，可以看情况波段下，赚 10 个点以上就酌情跑。

  3. Matr1x的产品在Web3游戏领域还是有一定竞争力的，Max 个人感觉有希望破 0.6 ，目前 0.36 左右，止损在 0.29 左右，少买点看看后续。

  4. 哈里斯相关概念在筹款 3 亿美元后表现不错，但在确定副总统人选后因为其反加密身份而下跌，个人觉得 9 月 4 号/10 号和特朗普的竞选辩论会是生死攸关的节点，可以少量埋伏，千万别上头。

  5. 8 月下旬开始 FTX 和 Genesis 的消息面应该会发力，可以看下相关的概念币，当 meme 币去玩就好。

Odaily编辑部投资操作全记录（8月7日）

另配图办公室猫猫，希望猫猫涨势良好

往期记录

8 月 5 日

7 月 31 日

7 月 29 日

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Letture associate

Cards Under Protection, SBP Under Fire: How the Landscape of Bank Fraud Changed in 2026

In Q2 2026, fraud via Russia's Faster Payments System (SBP) reached a record 2.74 billion rubles, with banks recovering only 2.1%. The number of incidents tripled year-on-year. In contrast, losses from bank card theft fell 17% to about 1.3 billion rubles, with a 13.3% recovery rate. The article attributes the difference to stronger protections for cards, including a "cooling-off period" for suspicious transfers and chargeback mechanisms, which are absent in SBP's instant, irreversible transfers. This vulnerability is exploited through social engineering, with such attacks reaching a two-year high of 28,700 in Q2. Regulatory changes are responding: the list of fraud indicators was expanded, and "Anti-Fraud 2.0" legislation was signed, granting banks more power to block suspicious transfers and introducing victim compensation from 2027 if financial institutions fail their duties. The analysis draws a parallel to the UK's Faster Payments system, where mandatory reimbursement rules led to a 21% drop in losses and increased recovery rates. The Russian reforms are broader in scope, raising the question of whether shifting financial liability to banks will similarly reshape the fraud landscape.

cryptonews.ru9 min fa

Cards Under Protection, SBP Under Fire: How the Landscape of Bank Fraud Changed in 2026

cryptonews.ru9 min fa

Head of Bitwise Research Department Claims Stablecoin Market Could Reach Record Levels in Coming Years!

Ryan Rasmussen, head of research at Bitwise, predicts the stablecoin market could grow exponentially in the coming years. Currently valued at around $300 billion, he forecasts it could reach $3 to $5 trillion. Rasmussen highlighted Circle's significant growth potential, stating it could benefit greatly from clearer stablecoin regulation in the U.S. and expand beyond being just a stablecoin issuer. He believes payment infrastructure could become Circle's second-largest business segment, positioning it as a major player in both stablecoins and payments within five years. Regarding competition, Rasmussen noted interest in projects like OpenStandard's OpenUSD (OUSD), backed by over 140 firms including Visa and BlackRock. However, he views new entrants as non-threatening to Circle, seeing the competition as a sign of growing traditional finance interest in digital payment infrastructure. He concluded that Circle's key advantage is its ability to evolve its business model alongside the developing regulatory landscape. As U.S. regulations clarify, stablecoin adoption is expected to extend beyond crypto into global payment systems.

cryptonews.ru9 min fa

Head of Bitwise Research Department Claims Stablecoin Market Could Reach Record Levels in Coming Years!

cryptonews.ru9 min fa

Trump Media Reports $238 Million Loss and Reviews Bitcoin Strategy

Trump Media & Technology Group reported a net loss of $238 million for Q2, largely driven by $190.4 million in unrealized losses on its digital asset and securities holdings. As a result, the company, which operates Truth Social and is associated with Donald Trump, announced a revision of its bitcoin reserve management strategy. The new approach aims to maintain long-term exposure to digital assets while reducing the impact of price volatility and improving balance sheet efficiency. The company's bitcoin holdings remained relatively stable in Q2 at 9,477 BTC. However, in July, Trump Media sold bitcoin-linked securities worth $159.6 million and used the proceeds to purchase more bitcoin, increasing its total reserve (including pledged coins) to approximately 14,139 BTC valued at around $890.5 million by July 31. Trump Media also warned of risks associated with its income-generating strategies for bitcoin, such as lending and placement with third parties. These activities expose the company to counterparty credit risk and potential asset loss, especially as some counterparties lack major credit ratings. The company acknowledged that while locked in these schemes, its ability to sell or pledge the bitcoin is restricted. This quarterly loss follows a similar incident in late 2025, suggesting a structural vulnerability in the company's model as it shifts from simple asset holding to more complex yield-seeking strategies.

cryptonews.ru24 min fa

Trump Media Reports $238 Million Loss and Reviews Bitcoin Strategy

cryptonews.ru24 min fa

Keel shuts US Bitcoin mining operations as Q2 revenue falls 50%

Keel Infrastructure has decommissioned all of its U.S. Bitcoin mining operations as it pivots to high-performance computing (HPC), according to its Q2 report. The company's revenue fell 50% year-over-year to $30 million, citing lower Bitcoin prices and the shutdown of its Moses Lake mining site. It reported an operating loss of $141 million, including significant non-cash depreciation. As part of winding down its Bitcoin holdings, Keel sold 1,085 BTC for $75 million since April, holding 1,861 BTC as of last week. The company joins others like Bit Digital and Crusoe in exiting mining for AI and HPC infrastructure. Its stock price dropped 12% on Monday.

cointelegraph30 min fa

Keel shuts US Bitcoin mining operations as Q2 revenue falls 50%

cointelegraph30 min fa

720 Attacks, 0 Successes: Claude Code Defaults to Auto-Approval, AI Clicks 'Agree' for You

The era of manually approving every action for Claude Code is ending. Starting August 14th, Claude Code will default to an "Auto Mode" for Pro, Max, and Team plans, where AI automatically approves actions instead of prompting users for permission each time. This change is driven by a security report from Trajectory Labs commissioned by Anthropic, which tested 720 attack scenarios across Claude's latest models with zero successful breaches. The defense relies on a three-layer system: the aligned model itself, an input-side probe to detect hijacking attempts, and an output-side classifier to vet actions before execution. Anthropic claims this stack has made prompt injection attacks undemonstrable even internally. Tests showed the Auto Mode blocked 89% of dangerous commands, far surpassing the 13.6% interception rate by human users, who often develop "approval fatigue." However, experts like Simon Willison express caution, warning of potential blind spots. Independent research suggests vulnerabilities may persist, particularly with indirect attacks like malicious commands in third-party packages. While Auto Mode improves efficiency and reduces human error from repetitive prompts, it shifts approval authority from the user to AI. The article concludes that while the system is more reliable than fatigued users, it does not eliminate risk, and ultimate responsibility remains with the human user.

marsbit45 min fa

720 Attacks, 0 Successes: Claude Code Defaults to Auto-Approval, AI Clicks 'Agree' for You

marsbit45 min fa

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