Odaily编辑部投资操作全记录（6月12日）

Odaily星球日报2024-06-12 tarihinde yayınlandı2024-06-12 tarihinde güncellendi

Özet

Meme看啥，热门币到多少下车，Restaking存哪，链游怎么通关，宏观盯什么……

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（6月12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. Andrew Tate 与 Ansem 今日凌晨间争论再次催生了数个百万市值到千万市值（DADDY）的 Meme 代币，作为近一周最强喊单王的 Andrew Tate 预计仍将催生数个超高倍数 Meme 代币。建议近期北京时间 24 点前后直至白天关注二者相关言论。

    已上涨过的代币如 DADDY、早期的 TOPG 不建议再碰。

  2. PEPE 在大跌中出现强势反弹，成为中线抄底标的。

推荐人：秦晓峰（X：@QinXiaofeng888）

简介：期权疯狗，Meme 接盘侠

分享：

  1. 最近 BTC 以及 ETH 的波动挺大，本周两个大事件，一是今晚（周三） 20: 30 的 CPI，二是周四凌晨 02: 00 美联储公布利率决议，同时鲍师傅要发表讲话。宏观环境一定会影响今晚比特币的走势，推荐买入明天到期的末日看涨看跌期权，多空双开。

  2. 币种方面，看好 ORE。该项目诞生于今年 4 月，主打 Solana POW 挖矿，听起来是不是跟 IO 有点像，并且也获得 Solana 黑客松冠军。该项目 4 月上线后，价格一度暴涨超过 3000 美元，FDV 最高超过 2000 万美元，后由于挖提卖导致币价下跌最低至 80 美元（FDV 降至 200 万美元），最终官方暂停了挖矿活动，总量定格在 19744 个。

    最近 ORE 价格上涨突破 600 美元（目前稳定在 500 美元以上），FDV 最高到 1200 万美元，主要有两个原因：一是同类概念的 IO 上线各大交易所，二是 ORE V2即将上线，并且经济模型会有大改动，创始人曾说持有 V1 版本的 ORE 会有福报。个人猜测，ORE 虽然目前 FDV 并不高，但单价 500 美元以上确实让不少人望而却步，未来大概率可能分拆。

推荐人：Asher（X：@Asher_ 0210 ）

简介：低市值山寨长线埋伏、链游打金、撸毛党

分享：

  1. BTC 行情，之前说跌破 70500 看跌，果然迅速下跌。目前关注 12 H 小时线是否能站稳 67300 ，若无法站稳，看跌，看到 61000 ；若站稳 67300 ，看到 70000 。

  2. 之前说的 BWB，在 0.45 附近加仓了，目前市值不足 6000 万美元，很值得购买，洗盘结束就要起飞了。

  3. NOT 觉得洗盘快结束了，赌能突破 0.02 ，若能突破止盈看 0.036、 0.044 ，止损 0.014 。

  4. 链游：pixels 最近封号越来越猛了，准备了不少 PIXEL 代币，等 6 月 17 日第二章 vip 单号收益，收益可观的决定继续加号；Mavia 最终要可以红宝石与 mavia 相互兑换了，等 6 月 14 日更新看看兑换比例，再决定要不要把之前的号重新玩起来；The Beacon 灯塔这两天很火，反正没啥成本，有能力的多搞些号，确实看到有人开宝箱开到 10 ARB。

推荐人：Azuma（X：@azuma_eth）

简介：铁头韭菜、反撸大师

分享：

  1. 宏观大周，CPI 和利率决议无论结果如何，大概率都会导致短线大幅波动，可参考秦晓峰老师之前推荐的多空双向期权操作，搏波动率。

  2. Paradigm 和 Lido 一块做的 Restaking 项目 Symbiotic 昨晚开了存款窗口，一天时间 8 个池子满了 5 个，还剩下几个小型 LST 池子有少量额度，可以存一些刷刷积分。Paradigm 本身没投进 EigenLayer，Lido 也被 Restaking 吸了不少血，Symbiotic 算是反击之战，后市有一定想象力。

推荐人：Vincent（X：@vincent31515173）

简介：买卖时机看感觉、见好就收选手

分享：

  1. 从叙事性角度分析，本月以太坊现货 ETF S-1 大概率获批，可能会引起以太坊相关代币的涨幅，ETH/BTC 将会出现一定程度的反弹。

  2. TON 生态的 The Open League 第四赛季现已开启，其中 STON.fi 和 DeDust 将开启 180 万美元的奖励池，感兴趣的朋友可以积极参与。活动持续时间为两周。

推荐人：golem（X：@web3_golem）

简介：比特币生态捕手，撸毛练习生

分享：

  1. pizza 目前的总体成交量走势比较难统计，因为分散在链上和小交易所，但从链上看自 6 月 9 日空投结束当天日成交量达到高峰后，交易量这几天走低，价格在 5-6.5 U 附近浮动，这几天观察下来 pizza 的热潮没有带动其他 BRC 20 或者新铭文的活跃，一个生态单币独涨的情况不能维持太久，如果手中还有较多 pizza 建议依然是先出货锁住利润，同时出货每个地址可以留 1-10 个 pizza，以防有项目给 pizza 地址空投。

  2. 灯塔（The Beacon）很火，在社群发现有些伙伴不会关闯不过，这里简单说一下技巧，打 10 个骷髅的关卡不善于走位的玩家可以在白骷髅出现后先不打，跑到地图上方蹲守把刷出来的远程攻击骷髅先打掉；打蜘蛛的关卡可边避让边使用鼠标右键蓄力攻击，蓄力越久伤害越高，也可以选择速通不打蜘蛛直接冲过去；今天最新开启的铁匠关卡，最快的方式是第一次过最好别打破路过的罐子直接穿过去。

推荐人：Wenser（X：@wenser 2010 ）

简介： 10 U 战神，Meme 评论家，链上追踪学习 ing

分享：

  1. 继续看多，直到 6 月 14 日，无法破新高则减仓；

  2. NOT 受大盘影响价格相较高位接近腰斩，但结合数据和 TON 生态前仆后继的跟随热潮，仍然看多到突破 0.03 U；

  3. Kitty 目前接近腰斩，少量抄底，只要 Meme 精神领袖还在就不怕没有反弹的时候；

  4. 价值币 W 没跑，继续套牢，有点没脾气了，只能被动持仓了，受 ZK 和 ZRO 即将空投的影响，其他的 L2 代币不建议看了；

  5. 体育季蓄势待发，最近国足也晋级 18 强了，足球作为世界第一大运动关注海量，CHZ、LAZIO、SANTOS 可以关注下看看，不着急买。

  6. AI 热钱都去了美股，感觉这个月没有太大的希望，暂时不看了。

还是那句话，打不打脸，月底见。

往期记录 

6 月 3 日

6 月 5 日

6 月 7 日

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