Backpack+AI,代码小白也能脚本低风险赚钱

Odaily星球日报Published on 2025-04-23Last updated on 2025-04-23

Abstract

不会代码也能上脚本,撸毛还能赚钱,他是怎么做到的?

Backpack 交易平台的 Season 1 空投活动已经进行到了第 4 周。截至活动的第 3 周,Backpack 现货与合约总交易量达到了 41 亿美元。24 小时合约交易量最高达到 9.5 亿美元,持仓量达到 1.13 亿美元,均创下历史新高。

除了 Backpack 自家平台币这个最大的预期,先前的交易活动中,$W 和 $TNSR 这样的大毛,都是可以通过在 Backpack 上交易「撸」出来的。说「撸」可能也不是很准确,因为不但项目方本身十分鼓励真实交易行为,许多用户也凭借自己的交易能力,在 Backpack 上既赚钱又收获潜在的空投。

当市场不利于散户交易时,不少人转向了低风险收益。律动 BlockBeats 找到了一位高玩 CJ(@gch_enbsbxbs),他的主攻方向是套利。前段时间,CJ 自己做了 Backpack 交易平台套利脚本,尝试在这个有发币预期的交易平台上用低风险的方式获利。更有意思的是,CJ 从来没有接触过编程,这套脚本完全凭借 AI 完成。

律动 BlockBeats 找他聊了聊他对 Backpack 这个平台交易和撸毛的看法,CJ 并不是一个典型的「撸毛党」,他的赚钱式「撸毛」玩法能够为大家带来许多新的角度。

非典型「撸毛」人

律动 BlockBeats:Twitter 上的「撸毛」教程有很多,但往往是公链、基建或者 DePIN 之类的项目更受到关注,为什么您会选择 Backpack 这个交易平台类型的标的呢?

CJ:市场环境不好的情况下,单纯的质押、交互型项目容易被「反撸」。在我看来,「烧 Gas 做链上交互」的项目不是好的「撸毛」标的,不仅消耗时间和精力,也消耗金钱。

我自己被「反撸」后进行了一番反思,到底什么样的项目「撸」起来,自己会不被动呢?最主要的一个因素可能就是,「撸毛」项目本身能不能让用户赚到钱。

这一类型的项目以交易平台最为突出,因为撸交易平台的毛,本身也是在交易平台里做交易。既然是交易,当然有的人会赚有的人会亏,这个看的是个人玩法和能力。

像 Backpack 这种交易平台类型的项目,用户可以通过交易来套利,玩得好的话不但不用花钱,反而在交互的同时还赚钱,这种项目在当前的市场环境下其实并不好找。当然我会选择这个交易平台作为主要的交互标的还有一些其它原因,比如能做出一个大型交易平台的项目本身实力就够强,Backpack 不仅已经跑了相当长的时间,而且之前还花 3000 多万美元收购了 FTX EU,所以选择它作为交互标的的可靠性和潜力就高。

赚钱式「撸毛」

律动 BlockBeats:「撸毛」不花钱还赚钱,这点是怎么做到的呢?

CJ:玩交易平台类型的空投交互,除了自己在里面做普通的买入/卖出或者是开多/开空交易,还有很多种方法是可以套利的,并不需要考验自身的交易水平。比如跟单、网格、马丁格尔策略、期限套利、资金费率跨所套利、现货的 DEX/CEX 价差套利等等。

本质上是做套利的同时顺手把空投奖励也给拿了。这种类型的好项目不容易找,因为大交易平台要么早就已经发过币了,要么它就是以交易为主,不一定有做套利又可以拿空投的好机会。

做套利来撸空投,玩得好还可以「一鱼多吃」。比如说,我可以先套保 SOL(买入 SOL 同时做空),这样首先我就在 Backpack 这类型的项目上做了交易量。拿到现货 SOL 后,提到链上去,看自己的风险偏好挑大币种或者是 meme 币组 LP,又可以赚 LP 的手续费。如果你组 Jupiter 的 JLP,相当于又做了 Jupiter 的交互,这时候就是「一鱼两吃」了。

组 LP 赚到的 meme 币,最后还是要卖掉的。这时候再拿去一个有空投的地方卖,比如说前段时间发了空投的 Particle,卖出的时候又做了交易量了,这样一套下来就「三吃」了。如果你买入 SOL 现货和做空 SOL 的地方也拆成两个有空投的交易平台,那就「四吃」了。

这边其实也可以提到跨所套利的,如果有两个会发空投的交易平台,利用两个交易平台之间的费率差分别进行开多和开空的操作来套利,也是一个「一鱼两吃」。

整个「撸毛」的过程就变成和吃利息一样的,只是如果不加杠杆的话,利息就会相对低很多。

律动 BlockBeats:加杠杆的话会有风险吗?

CJ:这个要看每个人的风险承受能力和实操经验,就我个人的玩法来说, 3 倍左右的杠杆比较稳妥,只怕交易平台本身的数据出现巨大错误,不过交易平台碰到这种级别的错误应该也会赔付。如果到 5 倍的杠杆,风险系数就比较大了。

让 AI 帮助「撸毛」

律动 BlockBeats:不会编程但自己用 AI 制作出了「撸毛」脚本,您能不能分享一下您的经验?

CJ:一直到现在我也不会自己写代码,我甚至都看不懂代码,但是 AI 会。我把我的思路告诉 AI,让 AI 去实现就好了,它会告诉我写程序中碰到的问题,我再把我修改的思路告诉它,和 AI 聊着聊着程序就写好了。

听着很轻松,但实际感觉在走迷宫。迷宫正确的道路有非常多条,会写代码的人能够自己找到一条直接走出去,我只能用 AI 帮我一条一条去尝试。

不过,随着经验的积累,再写类似的脚本,就相当能快速通过的老路了。因为积累了大量的成功的代码喂给 AI 以后,再出一个新的、但是需要实现的目的差不多的项目,做起来就很快。

我最开始使用 cursor 的时候,它根本无法直接帮我获取到各个交易平台的 API,更谈不上直接用。甚至,把官方的 API 文档送给 AI,AI 也会搞错。于是,我就一边给它到处找文档,一边喂给它,一边帮它纠错,一直到把他「喂熟」。

印象深刻的一次,我有一个 API 调用方式死活过不去,后来我发现 AI 故意把我给喂给它的文档里的参数给改了。我不知道它为什么改,只好一边骂一边按着它的头,让它给我改过来。它当时还给我抬杠。后来测试通过,确实是它错了。错了没关系,给它机会改,让它成长就好。

如果对 AI 编写交互脚本感兴趣,可以参阅我发表在 Github 上的指南,自己尝试用 AI 做一个 Backpack 的自动脚本来练练手。

律动 BlockBeats:如果实在还是不会,有办法像您这样去「撸毛」吗?

CJ:上自动脚本的目的其实是为了能够更加频繁和精准地捕捉到一些机会,比如异常的波动,比如更加频繁地去开仓和平仓。手动操作的话,可能我执行完就放在那边不管了,因为人很难一直盯着市场。有了自动脚本,即使每天只是多开仓平仓一次,交易量也是增加的,拿到的空投可能就会更多。

自动脚本是为了提高效率,并不是没有了脚本就没法赚钱式「撸毛」,重点是得了解套利的原理。知道能套利,了解到套利本身还能带来空投,那么用自动脚本来提高套利和撸空投的效率就是自然而然的进阶追求了。

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