Odaily编辑部投资操作全记录(9月20日)

Odaily星球日报2024-09-20 tarihinde yayınlandı2024-09-20 tarihinde güncellendi

Özet

以太坊Meme起飞时选谁;做空FB我又舒服了;求代购Solana Seeker手机。

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(9月20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

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  1. Meme 方面,以太坊再次起飞,不是小好,不是中好,而是一片大好,持有 MISHA、BURGER、DOGE(首席效率官那个)。Sol 阵营关注河马和 Billy。

  2. 认为当前的上涨只是情绪面的,核心趋势是流动性改善,现在距离实现这一条件还有一段时间,所以预测在十月前将有一次回踩,找到十月上涨的起点。此外,比特币呈现高点连续下降的走势,仍未反转突破这一压制。所以二级把上周说的 55580 以下加的杠杆都卸了,观测比特币在 6.5 万附近的表现。

  • SUI 卖出价位是 1.49 USDT(币本位合约-100% ,现货-30% );

  • ETH 是 2430 USDT(币本位合约-100% ,现货未动,跑早了);

  • SOL 142-150 清掉了链上所有杠杆。

Odaily编辑部投资操作全记录(9月20日)

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

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  1. BTC、ETH:没有知行合一,之前短线强烈看涨,但上周日寻思做个小回调,开了空的同时,平了手里的多,结果直接做飞了。目前,BTC、ETH 不追多了,多关注可能补涨的山寨币。

  2. 山寨:最近操作最舒服的一次就是 FB 做空了,上周末比特币分形上就出现各种创业盘子,造富效应也没有了,周日晚上 35 果断开空,第二天就跌到 28 了。

  3. 链游板块:最近链游可以撸的项目不少,重点撸的几个(都写了教程):即将在 22 号开始的MATR1X不删档打金测试、币安 TG 游戏 Moonbix、Vana TG 游戏、Alice 第二期代币空投、Castile Beta 版测试。

推荐人:golem(X:@web3_golem

简介:比特币生态捕手、撸毛练习生、永远吃不上热乎选手

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  1. 这周主要冲了 Fractal 上的 BRC 20 和 CAT 20 ,BRC 20 冲了 GLIZZY、PEOPLE,CAT 20 冲了 FBULL 和 KITTY。目前来看,GLIZZY 打完已经翻了几倍了,PEOPLE 刚刚差不多也打完了,看价格也有 3 倍左右了,总体来看 Fractal 上的 BRC 20 依然是主要流量洼地,虽然仍然都是小盘子;CAT 20 因为没有流畅透明的交易市场目前还很难说收益。

  2. Solana 二代手机 Seeker 预售早鸟明天截止,感觉可冲,研究一下怎么代购吧。

推荐人:Wenser(X:@wenser 2010 

简介:Meme 赛道关注者,马后炮选手,看群友发财

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  1. Sui 生态普涨,硬生生地从 0.7-0.8 看到接近 1.5 ,实在是下不去手,只能安慰自己没眼光,Move 语言的后劲儿还是有的,Aptos 重点关注。

  2. 最近 Upbit 的上币效应个人感觉甚至大于币安,包括 UXLINK、CKB,甚至 MEW 这样的 Meme 币也上了,看得出来韩所对新流量也是很饥渴的,后续重点关注已经有基本盘的 Meme,包括 Neiro、Billy、Gmichi、Popcat 等。

  3. 波场的 SunPump 目前官方钦点的 Meme 币就是 SUNDOG 了(具体原因在此),虽然目前不推荐追高,但是可以作为平台风向标去看。

  4. 还是觉得 Web3 游戏项目要把游戏产品和游戏代币区分来看,建议关注 MAX、FIRE、BIGTIME 这些,加上 GMT、GGT 这些之前提到过的。

  5. 前两天看到了一个数据,说今年只有 42 个代币涨幅大于比特币,且前 15 里面多数是 Meme 币,按照强者恒强的逻辑去看,反弹或者上涨还是要看这些。

    Odaily编辑部投资操作全记录(9月20日)

  6. CATI 即将上线,关注二级是否有机会。

往期记录

9 月 11 日

9 月 4 日

9 月 2 日

推荐阅读

解析五大交易所上币:什么赛道最受欢迎?上币效应究竟多强?

Neiro 与 NEIRO 同上币安,Meme 币赛道迎来转折点?

盘点 ETH 主网近期热门叙事:Neiro 宇宙、特朗普买汉堡、Vitalik 的狗

İlgili Okumalar

From Mining Pool to Mars: Why Is Wang Chun in the SpaceX Cockpit?

Title: From Mining Pool to Mars: Why Wang Chun is in the SpaceX Cockpit? When SpaceX announced that Wang Chun, co-founder of F2Pool, would command the first commercial crewed interplanetary mission, many were shocked. Why would a Bitcoin mining pool founder be on a Mars mission roster? However, understanding Wang Chun's journey over the past decade and the deepening ties between the crypto industry and SpaceX reveals this is not accidental, but an inevitable result of a new era taking shape. Today's Mars plan is no longer just a space engineering project; it is evolving into a civilization-upgrading experiment driven by global tech capital, AI, computing power, energy, and the crypto economy. Wang Chun stands precisely at the intersection of these forces. Part 1: From F2Pool to SpaceX – Wang Chun's Leap F2Pool, founded when Bitcoin was still niche, is one of the earliest large-scale mining pools and once held a significant share of global Bitcoin hash rate. Wang Chun belongs to the first generation of Chinese Bitcoin advocates and infrastructure builders—idealists and engineers who believed in a new value network independent of traditional finance. Miners like him built the hardware, energy, and computing power foundational to decentralized networks. This aligns with the long-term, high-engineering, future-oriented vision required for space civilization. Elon Musk’s space endeavors value such long-term builders over mere capital players, which explains Wang Chun's entry into the SpaceX ecosystem. Part 2: Why Crypto and SpaceX Are Growing Closer The core of global tech competition is shifting from internet applications to next-generation infrastructure. Both crypto and SpaceX are part of this. SpaceX's goal is to drastically reduce space access costs. If successful, it could enable orbital servers, space-based energy, global satellite internet, and Martian bases. These new frontiers will require new payment systems, value networks, and global financial architectures. Cryptocurrencies, inherently global and trustless, are poised to become key to off-planet economies. Moreover, crypto and SpaceX share a high-risk, long-termist ethos—believing in ambitious, world-changing goals despite early skepticism. Part 3: Human Spaceflight Enters the Commercial Era Space exploration, long dominated by state actors, is now being transformed by commercial entities like SpaceX. Wang Chun's involvement signifies that future deep-space participants may include not just career astronauts, but also entrepreneurs, engineers, and AI researchers. This mirrors the Age of Exploration, where commercial capital eventually drove global expansion. Wang Chun has emphasized that Mars colonization must not be delayed for future generations, countering a potential over-focus on nearer-term, commercial lunar projects. His presence symbolizes how new capital, technical communities, and idealists from the crypto world are now entering the interstellar age. In summary, the true significance is not an individual's journey to Mars, but the shift in the driving force of human civilization expansion from state machinery to tech companies, AI systems, and global technology capital. Wang Chun's path—from mining pool to Mars, from the Bitcoin network to starships—may be a preview of technological civilization's evolution in the coming decades.

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