Odaily编辑部投资操作全记录（9月4日）

Odaily星球日报Опубліковано о 2024-09-04Востаннє оновлено о 2024-09-04

Анотація

ETH振幅大，利用高波动率多空双开性价比佳；九月有毒，先测探底。

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4日）

推荐人：秦晓峰（X：@QinXiaofeng 888 ）

简介：期权疯狗，Meme 接盘侠

分享：“九四魔咒”再次应验，今天比特币短时再次下跌 4% 。实际上，从上周开始，比特币低点不断下移，持续测试 58000、 57000 关口，但数次均未跌破，每次急跌后迅速收回， 58000 美元线重新积累了多头头寸，今天上午成功清算了一部分。目前短期仍然看跌，比特币可能继续测 55000 美元以及 5 万美元大关。如果未来两天能够震荡盘整，并且周五晚上美国劳工部公布的非农数据趋于利好，行情有望再次反弹。

操作方面，市场宽幅震荡加剧，波动率增加，多空双开更加划算，推荐 ETH——数次想要雄起都被再次打回原型，涨跌幅数次都强于比特币，振幅更大。

Odaily编辑部投资操作全记录（9月4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. 已在周一分享的 55800 抄底，当前 90% 购入为现货，认为九月会是右侧更低的 V 字走势，个人选择猜底。

  2. 在昨日的文章里选定了长期做空标的，包括某些还没跌的 Restaking 和 AI。详见《新老 VC 币大对比，这些新币已“跌出性价比”》。

推荐人：Wenser（X：@wenser 2010 ）

简介：交易所心碎玩家、群里只有我没出货

分享：

  1. BTC NFT 开始回暖，目前观察中，前两天的 Aneemoo's 的画风，以及 CryptoKitties 团队的 Egg 系列以太坊 NFT 地板价表现都不错，特点就是总量少、画风好或者有背景，纯文化消费或者搏高点回报；

  2. CryptoKitties 也把手伸向了 Telegram，出了一个小游戏 All The Zen，可以先进官方频道等后续体验资格开放；

  3. 苹果发布会 10 号开始，iPhone 16 要搭配 apple intelligence，虽然市场整体看跌，但是 AI 板块还是有一定的反弹预期，我个人会比较关注 RENDER、ARKM、WLD，之前也有巨鲸抄底 PEPE、FLOKI、WLD，权当下跌时的一点调剂；

  4. 九月魔咒目前来看无解，结合世界局势来看，动荡还是主基调，可能等 10 月下旬甚至 11 月美国大选结束后会稳定一点。

往期记录

9 月 2 日

8 月 26 日

8 月 21 日

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