Odaily编辑部投资操作全记录（9月25日）

Odaily星球日报2024-09-25 tarihinde yayınlandı2024-09-25 tarihinde güncellendi

Özet

Sui Meme抬头；埋伏CZ出狱概念Meme和EDU；领空投前必备安全插件。

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25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

分享：

  1. BTC、ETH：之前等的 61500 的多单没等到，那就继续等，要么 67000 开始空，要么 61500 开始多，中间区间不做（ETH 与 BTC 同步操作），精力放在找热门山寨上。

  2. 山寨：一是 ALT，周一也推荐过，从 0.1 买涨到了最高接近 0.14 ，快 40% 涨幅了，手里现货继续等 0.2 开始卖，这波回调幅度大的话考虑再加个合约多；二是 MAX，项目本身看好，但这个币太弱了，不适合合约玩家， 0.3 的现货不管了；三是 CATI， 0.78 开了多，目前浮亏， 0.73-0.75 支撑，不跌破看一波到 0.88 。

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. 转战 Sui Meme，暂时持有 PLOP、MOVEPUMP、LIQ（附《Sui 掀起 Meme 潮，一文速通交易工具与热门代币》）；

  2. 埋伏了 CZ 出狱概念 EDU，以及链上 Meme，链上市值太小，自行查看 CZ 最后几条推文找。

推荐人：Azuma（X：@azuma_eth）

简介：南枳的小迷弟；低频操作、高频反指。

分享：

  1. 小规模加仓一些山寨。ENA，原因是降息周期开始后国债类稳定币收益下跌，市场复苏后资金费率慢慢修复（套利收益复苏），此消彼长利好 USDe 供应增长；TIA，比较经典的短线解锁行情， 10 月大规模解锁，机构需要拉高才有空间套保，该撤就撤。

  2. EigenLayer 及其生态 LRT 协议相继开放了 EIGEN 第二季空投的申领，由于每个 LRT 协议的查询窗口不一样，“广撒网”选手查起来还是挺麻烦的，推荐个不用连钱包的聚合查询网站：https://checkeigen.vercel.app/

  3. 空投再次进入高峰摘桃周期，几乎每天都有新项目领，建议装下 scam sniffer 等安全插件，别被黑客“黄雀在后”了。

推荐人：Wenser（X：@wenser 2010 ）

简介：币圈回本玩家，把钱还我我不玩了

分享：

  1. 看了下自己开多 CATI 的蚂蚁仓，还在，持续观察；

  2. Meme 币河马爆火，以太坊上面的比 Solana 上面的价格低很多，彩票仓观察；

  3. CELO 被 Vitalik 喊单后涨了 15% ，侧面反映出来市场现在还是跟着情绪在走，名人大 V 的影响力仍然是第一位的，从这个角度看，CZ 出狱后+国庆来临的节点一定会有百倍神盘出现，目前二级来看 EDU、HOOK 最有希望牵扯点关系；一级的话反而更看好 SunPump 可能出的盘子，还是观察。

  4. 如果对孙宇晨有期待的话，可以买点 SUNDOG、SUN。

  5. 另外，币安上线合约的小币种在第二天都可以尝试做空，小额收益。

往期记录

9 月 23 日

9 月 20 日

9 月 11 日

推荐阅读

本周必参与：StoryProtocol 新交互任务、MATR1X FIRE 打金、币安 TG 游戏 Moonbix、Corn 新 Galxe 任务

9 大远古巨鲸苏醒，暗示最后一轮加密牛市？

两千个聪明地址数据归纳以太坊 Meme 大赢家特征：钻石手还是 PvP | 南枳出品

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