Odaily编辑部投资操作全记录(8月7日)

Odaily星球日报Publicado em 2024-08-07Última atualização em 2024-08-07

Resumo

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

推荐阅读

BTC 四日连跌 15000 美元,全球金融市场陷入恐慌暴跌

Jump 一周抛售上亿美元 ETH,解析数额细节与潜在抛压

黑天鹅倒计时?一文盘点与 Jump 绑定最深的几大代币

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**Market Digest** **AI & Tech:** Anthropic is widely expected to announce an IPO before November 2026, raising questions about balancing its trillion-dollar valuation ambitions with its core "AI safety" mission. Brands are increasingly adopting AI-generated virtual influencers for marketing. Cloudflare introduced temporary accounts for AI agents to ease automation workflows. **Infrastructure & Hardware:** Google's IPv6 traffic surpassed 50%, marking a major internet milestone. Goldman Sachs warned that massive projected AI capital expenditure ($5.3T) is approaching credit saturation limits, potentially curbing the "AI arms race." **Space & Robotics:** SpaceX's IPO saw a historic $370M retail buying frenzy in three days. Hyundai Motor Group plans to acquire full ownership of Boston Dynamics. Elon Musk speculated about future "septillion-dollar" investments in antimatter for interstellar travel. **Energy & Geopolitics:** Iran's military announced another closure of the strategic Strait of Hormuz, accusing Israel of violating a ceasefire, causing oil market volatility. However, ship-tracking data indicated some traffic continued. Concurrently, Iran resumed crude loadings at Kharg Island, potentially releasing up to 20 million barrels to the market. **Finance & Macro:** A European CLO (collateralized loan obligation) experienced its first post-2008-crisis-era equity tranche default, raising alarms in credit markets. Nomura warned that new Federal Reserve Chair Wash's perceived hawkish debut speech could signal a significant policy shift. **The Undercurrent:** Seemingly disparate events—the Strait of Hormuz tension, the European CLO default, and warnings on AI spending—point to a tightening of global liquidity and rising marginal costs across energy, credit, and tech investment. Meanwhile, capital continues chasing grand narratives like space exploration and advanced AI, highlighting a divergence where old-world leverage frays as new-world stories grow more ambitious.

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A well-known and highly profitable Ethereum MEV Bot, Jaredfromsubway.eth, suffered a sophisticated on-chain attack this Saturday, losing over $7.5 million. Analysis by Blockaid and others reveals this was not a conventional phishing or smart contract exploit, but a targeted "counter-MEV honeypot attack." The attacker meticulously laid a trap over several weeks, deploying 66 fake token contracts and liquidity pools disguised as major assets like WETH and USDC. These pools created the illusion of arbitrage opportunities. The MEV Bot's automated system detected these signals, executed trades, and in the process, granted approval permissions to attacker-controlled contracts. These approvals were not revoked, creating a persistent vulnerability. The attacker then exploited this in a single transaction, draining the bot's ETH, USDC, and USDT holdings. Jaredfromsubway.eth is notorious as one of Ethereum's most active and profitable MEV Bots, primarily known for executing "sandwich attacks" to profit from transaction slippage. Estimates suggest it has earned tens of millions in MEV revenue. The incident highlights escalating crypto security threats, demonstrating that even top-tier automated "predators" are vulnerable to novel, logic-based attacks designed to exploit their own operational rules. Following the hack, an unverified X account impersonating Jaredfromsubway.eth emerged, falsely offering a bounty for the return of funds, prompting developer warnings for users to stay vigilant.

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