Odaily编辑部投资操作全记录(7月19日)

Odaily星球日报Publicado em 2024-07-19Última atualização em 2024-07-19

Resumo

主网Meme形势一片大好;静待以太坊ETF带来明确趋势。

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19日)

推荐人:Wenser(X:@wenser 2010 

简介: 不关心美国大选但喜欢看政坛撕 X 选手,Solana 生态基础件系代币看好者

分享

  1. 币安的 hodler 奖励上币项目确定是 trading bot banana gun,近期和一个 AIxCrypto 项目创始人交流也有提到过,这一类的项目虽然筹码分发意愿并不强,但符合中小市值、有真实收入和真实需求以及有一定市场关注流量,所以后续可以多关注下这个方向。

  2. Polymarket 交易额和协议收入又破新高了,Signum Capital 的 Ash 也有看这个赛道,他觉得同赛道已发币的 Azuro 有潜力,自己也有持仓,感觉可以长期关注。另附帖子:https://x.com/ahboyash/status/1810956494558614004?s=46

  3. JUP走势还不错,JTO 也紧随其后,SOL 也在逐步修复之前超跌的部分,有希望回到 180 以上,可以少量埋伏。

  4. Base 生态的 meme 币 Miggles 因为 Coinbase 官方喊单也暴涨,星球也有第一时间跟进,可以观察后续有没有新的金狗出来,如果有的话 Base 的 meme 热潮应该还会有一周的行情。

  5. 个人观点:大盘目前还是震荡区间了,下周再看看趋势;另外以太坊 ETF 交易如果顺利的话下周可能开启,如果没有门头沟砸盘等黑天鹅,ETH 有希望继续上行突破。

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. Solana Meme 明显式微,难以给 SOL 带来 Alpha 收益,因此再次将所有的 SOL 都兑换为了 JLP。

  2. 主网 Meme 形势很好,不是小好,不是中好,而是一片大好,虽然 FIGHT 所有退潮,但近期关于 Trump 仍将有多个事件,关注发酵概念,例如今日金狗 TRUMPAMANIA。

推荐人:Vincent(X:@vincent 31515173 

简介:买卖时机看感觉、见好就收选手

分享

  1. 关于 TON 基金会推出的 TON Teleport 跨链桥,本质上是将其他生态优质代币汇聚在 TON 区块链,改变目前 TON 生态资产贫瘠状态。Teleport 推出后,可能会影响 TON 区块链 DeFi 项目的代币价格上涨,可以重点关注哪些项目在其推出后率先采用,或者目前提前布局已发币的 DeFi 项目,比如 STON.fi 等。

  2. ONDO 依旧持有,暂无卖出打算,依旧看到 1.3 USDT。

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:看回调,准备在 58000-59000 接多,是回调,接到就是赚到,最后的抄底机会。

  2. 上次推荐的山寨币表现:周三下午推荐的 TAO,没想到晚上灰度公布的 AI 持仓就有,直接拉盘,并且这两天少见走势强劲的山寨,该止盈就止盈一部分。LISTA 是真的拉……弃坑了。FIGHT 选了 SOL 链的……无光明未来……

  3. 本次山寨币推荐:因为 BTC 看回调,强势的山寨币很少,手中多单清的差不多了,SATS 就拿着不动了。目前这个位置不打算直接接多其他山寨,等 BTC 跌破 59000 开始陆续接,先接 PEPE、FLOKI,再接 XLM、ONDO,其他再看。

往期记录

7 月 8 日

7 月 15 日

7 月 17 日

推荐阅读

特朗普遇刺,BTC 强势重回 6.2 万美元,市场已经见底?

Solana vs 以太坊,Meme 选择哪家强?

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