This new column shares the real investment experiences of Odaily editorial team members, does not accept any commercial advertisements, does not constitute investment advice (because our colleagues are very good at losing money), and aims to expand readers' perspectives and enrich information sources. We welcome you to join the Odaily community (WeChat @Odaily2018, Telegram group, X official account) for discussions and feedback.
The data related to Meme prices, market capitalization, holdings, etc., in this article comes from GMGN.
Recommender: Nan Zhi (X: @Assassin_Malvo)
Introduction: On-chain player, data analyst, plays everything except NFTs.
Share: Recently, I have basically given up manual operations and shifted to full automation. A new section "What wallets Nan Zhi is watching are accumulating" has been added, with the top three being GOAT, ZEREBRO, and Quant (new coin). Today's data is as follows:
Recommender: Golem (X: @web3_golem)
Introduction: Bitcoin ecosystem catcher, Meme intern, forever unable to get hot picks.
Share:
Yesterday, the controversy over uppercase and lowercase eliza was extremely high. I chose to buy when the market cap of lowercase eliza was smashed to around 10m. The subsequent performance met expectations, and when it rose to 50m, I cleared half of my position, choosing to continue supporting the community with the rest! The reasons for buying at that time were mainly two: first, from the community sentiment, the actions of ai16z would definitely provoke public anger; the more he spoke, the angrier the community became. This anti-VC, anti-harvest sentiment could create huge buying power, and such events might only happen once in 10,000 Memes, making it worth buying; second, through GMGN's new feature launched yesterday, I found that the average buying cost of the top 100 addresses was also around 10m, and they hadn't made much profit, so the big players hadn't sold out, and small investors had nothing to worry about.
Additionally, today I got into the Sotheby's auction concept BAN and BITCAT. Today, SpaceX printed the BAN logo on their spacesuits, feeling like it can be hyped again; similarly, the market cap of Banana, related to Musk's Starship concept, has dropped to 6m, down 80%, but I haven't cut losses yet and continue to be a Believer.
Recommender: Wenser (X: @wenser2010)
Introduction: No Meme, No Rich; Make Meme, not War.
Share:
I firmly hold a bullish view on DOGE, waiting for a new high;
Memes that feel promising need a bigger narrative; the current narrative of local dogs is nearing aesthetic fatigue, so I bought a little bit of luce, even though the position is already high, but if a CEX takes over, it could go up;
Buying Memes has gradually become an "e-commerce buyer mentality." High market caps are too expensive, and low market caps feel like they can't rise, so I can only buy medium market caps, hoping for both cost-effectiveness and stability, but a crash can happen at any moment. Besides the on-chain dead sitting group that can enter the market first, other players are just eating leftovers. There's no way around it; I’ll follow the smart money.
Recommender: Asher (X: @Asher_0210)
Introduction: Short-term contracts, long-term ambush on low market cap altcoins, chain game gold mining, and airdrop enthusiasts.
Share:
On-chain altcoins: First, the two holdings I previously recommended, ai16z and ban, have been sold off almost completely, leaving only the "ant position" regardless of its ups and downs. Second, I haven't sold the worm I recommended last time; yesterday Arthur Hayes called for 1 billion, and my target is 200 million. Third, the overall decline in Memes these days has led me to continuously buy BITCAT (mascot concept), OPK (Musk, squirrel concept), and degenai (a16z system concept). The reasons for buying can refer to my article today.
Exchange altcoins: Today, MATR1X's official hinted at Vemax or opening MAX staking functionality. I believe in chain games once more and bought MAX, targeting 0.4-0.5.
Previous Records
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