Odaily编辑部投资操作全记录（8月9日）

Odaily星球日报2024-08-09 tarihinde yayınlandı2024-08-09 tarihinde güncellendi

Özet

挖Kamino，出点SOL，观望ENS和TIA，10 U押注哈里斯。

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9日）

推荐人：Azuma（X：@azuma_eth）

简介：交易废物

分享：Kamino 上几个新矿，部分属于 Delta 中性，APY 目前都很不错。

  1. 第一个是趁 USDe 刚上 Solana，USDe-PYUSD、sUSDe-PYUSD 的纯稳定币 LP 存款 APY 能到 50% -60% 。

  2. 第二个是 sSOL-SOL 的 LP，可以在吃 sSOL 8% 的同时吃 30% + 的额外费用和激励，Solayer 刚拿了币安投资，多用用 sSOL 没坏处。

  3. 第三个风险相对高一些，JLP 的杠杆借贷（Multiply），最大 3 x 杠杆时的 APY 能到 280% ，但不建议这么高， 2 x 就行，需要实时监测头寸健康程度。

推荐人：Wenser（X：@wenser 2010 ）

简介：猫猫教原教旨主义者

分享：

  1. SOL 成功突破 160 ，大盘无情 SOL 有情，按照操作纪律出掉一大部分，其余的再看。

  2. MAX 目前亏损 5% 以上，持币再看下后续，如果再次跌破 0.3 则清仓。

  3. ENS 官方突然说明早公布“大新闻”，疑似搞事情，个人猜测可能是要做一些破圈尝试，有希望冲一波高，目前 19.7 左右，先看 22 ，再看 25 ，止损在 17 左右。

  4. 模块化今天拉盘 20% 左右，TIA 相关的概念也可以关注，少买多看。

  5. 哈里斯在 Polymarket 的支持率正式超过特朗普，还是看好相关概念，包括 KAMA、Harris 等等，争取月底前实现翻倍（反正也是 10 U，希望如此）。

往期记录

8 月 7 日

8 月 5 日

7 月 31 日

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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

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