Odaily编辑部投资操作全记录（8月26日）

Odaily星球日报2024-08-26 tarihinde yayınlandı2024-08-26 tarihinde güncellendi

Özet

BNB先跑为敬；TON抄底别急；Solayer+Kamino路径刷PYUSD收益。

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26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. BNB 先跑一半，RUNE、ETH 昨日清仓。

  2. TON 现在能否抄底？我觉得不行。

（1）在 Durov 被捕之前，TON 的上涨基本面是什么？

① TON 高度控盘，代币筹码集中 ；

② Tg 带来大量的亚拉非用户，对币安和各大交易所都是核心增量，因此生态和币价具有良好预期 。

（2）那么 Durov 被捕之后，上涨逻辑改变了吗？ 

① TON 刚好配合币安上币，至少有上币费和 Launchpool 的筹码分发，理论上控盘度下降；

② 而近期合规越来越重要，CZ 是否会“被 Restaking”也是大家所期待的一个问题。 那么各大交易所是否还敢大量对接和扶持来自 Tg 的流量？ 

因此 TON 基本面，我个人认为有所改变，暂不适合抄底。

Odaily编辑部投资操作全记录（8月26日）

推荐人：Wenser（X：@wenser 2010 ）

简介：Telegram 创始人精神支持者、Meme 伪学者

分享：

  1. Matr1x 的 MAX 悄悄涨回了 0.36 ，维持先前看到 0.5 的判断，小仓位等待后续。

  2. TON 生态陷入 REDO 的热潮，Plane 纸飞机概念等待发现中，fish、Toncat 等老牌的 Meme 币也可以保持关注，更多信息见文章《Telegram 创始人被捕，过半资金撤出，TON 生态会遭毁灭性打击吗？》《Telegram 创始人被捕余波：美俄对立、行业声援、买币明志、民众运动》。

  3. PYUSD 的补贴和收益率下跌了大概 5% ，但仍然算是难得的理财优选，可以考虑从 Solayer+Kamino 的路径刷一下。具体操作路径（群友提供）：

（1）提 Sol/U 到 Sol 链；

（2）把 Sol/U 换成 PYUSD（17% 年化）；

（3）把 PYUSD 存入 Kamino 中（第三期积分空投）；

（4）借出来 JitoSol/Bso 1 等（利率 1.5% 左右）；

（5）在 Backpack/Jupiter 换成 Sol（最好用 Bp）；

（6）把 Sol 存入 Solayer（年化 6% +空投预期）。

往期记录

8 月 21 日

8 月 19 日

8 月 14 日

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币安系扶持的 Meme 发射平台 Four.meme：协议特性与交互价值解读

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