Odaily编辑部投资操作全记录（11月13日）

Odaily星球日报Published on 2024-11-13Last updated on 2024-11-13

Abstract

在空气中挥舞双手，去抓住下个Meme。

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13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：逻辑就是买下一个可能上币安的币，目前两个持仓比较大的是 ai16z 和 ban，跌了会继续加仓。另外，worm 准备跌破 1000 万美元开始买，不断加仓。pac 跌破 200 万美元市值会考虑买入。

  2. 交易所山寨：预计短期 BTC 会回调，所以 PEPE、FLOKI 等一些 Meme 币清得差不多了。

推荐人：Wenser（X：@wenser 2010 ）

简介：“特马组合”追踪小能手，合约扛单用户，小赌怡情大赌伤身主义者

分享：

  1. 推荐关注海外 T0 级 Meme 喊单博主 him.eth，密切关注马斯克好基友 Doge Designer 后续提及 DOGE 大狗币的推文，虽然因为大盘回调 DOGE 下去了，但还是看好到 0.6 ，毕竟是纯正的“马斯克概念币”。

  2. 政治类 Meme 一直看一直恐高，然后就看着 PNUT 从 0.5 一路拉到了 1.1 ，特朗普效应+马斯克背书，传播范围还在继续，预估还有 0.3-0.5 的上涨范围，少量参与。

  3. OpenAI 最新一期大模型 Q4 一定会发，Sam Altman 这样的政商界串子看特朗普上台对加密货币的支持也腆着脸说 WLD 牛批了，Arkham 也一直在推自己即将上线的交易所，还有所有 AI 概念绕不过去的存储关卡，建议观察标的：WLD、ARKM、AR。

  4. 大盘冲 9 万还是一哆嗦的事情， 10 万感觉年底前比较悬，可能得等到 12 月底圣诞节前后或者 1 月份特朗普就职了，先看 9 万；SOL 本轮周期（24-27 年）我认为有机会突破 500 ，先看今年能不能有 ETF 或者其他利好带动突破之前的 256 新高，再次强调：SOL 虽然机制是通胀的，但是消耗层面来说是通缩的，它是流通中的“货币”，不是价值存储的“投资品”。

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：牛市中会因兴奋和焦虑而使操作变形，导致会出现比在熊市中亏损更多。

这几天受到了比特币上涨和币安上线 Meme 币的刺激，想着可以通过质押 BTC 借贷一些币继续在山寨市场和链上寻找机会。因此在二级市场开了一些山寨币看多合约，原本只想吃个 15% 左右的涨幅，但没想到昨日大盘回调山寨下跌， 10 倍杠杆只能选择止损收场；链上冲了几个与马斯克和松鼠相关的 Meme，但是角度小，基本也没有什么起色，还好没有借贷太多币，不然可能都要还不上了。

反思下来，还是认为不能太过焦虑和贪婪，总是想跑赢大饼或者认为已经市值过亿 Meme 币不会有太多涨幅。实际上在现在这个环境下，相比如果跟随主流和买入热门的 Meme 币，自己在链上胡乱操作亏损的概率会更大。（aka 被动选择躺平）

往期记录

10 月 25 日

10 月 23 日

10 月 16 日

推荐阅读

BTC 突破 89000 美元后，狂飙还是回调？

下个有望上线币安的 Meme 币是？

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