Odaily编辑部投资操作全记录(8月9日)

Odaily星球日报Опубліковано о 2024-08-09Востаннє оновлено о 2024-08-09

Анотація

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

推荐阅读

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

黑天鹅倒计时?一文盘点与 Jump 绑定最深的几大代币

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