Odaily Editorial Department Meme Operation Full Record (November 25)

CN
5 hours ago

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, and holdings mentioned in this article comes from GMGN.

Odaily Editorial Team Meme Operation Full Record (November 25)

Recommender: Vincent (X: @vincent 31515173)

Introduction: Meme investor, listens to advice

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  1. At 2 AM, heavily invested in the "quantum entanglement" meme coin ANTI or PRO. Reasons are as follows:

    (1) The concept is novel, and the correlation of the dual coin theory is relatively unknown. Interesting coins are captivating.

    (2) A white paper will be released soon, which is a relatively unique approach among meme coins, at least providing some reference for the complex concept of quantum entanglement.

    (3) The founder of this idea has a good background, and there is a certain possibility of collaboration with big players in the future.

    (4) Suitable for large investors to enter, the two coins have a special mechanism with a certain profit margin, suitable for arbitrage; last night’s calculation showed about a 5% arbitrage space.

    Overall, it should be considered a "stable" investment, but specific details will need to wait for the white paper to be known, so I am positioning in advance.

  2. Bought ELIZA; there is frequent debate in the meme group about uppercase and lowercase, with a general preference for uppercase. The reason for purchase—purely listening to advice.

Recommender: Asher (X: @Asher_0210)

Introduction: Mainly plays with Meme, low-leverage altcoin contracts (only long, not short), engages in chain games without buying coins, tries to minimize trading BTC and ETH contracts (making a profit and then losing is too painful)

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  1. Started building a position in ELIZA (uppercase) last Friday, currently at a floating loss, supporting the "orthodox" project launched by ai16z, not planning to touch the severely problematic lowercase eliza.

  2. Reduced position in WORM by over 80% last weekend, leaving a small position to bet on breaking the $100 million market cap.

  3. Built a position in raccoon FRED in the 0.1-0.12 range last Sunday; its top holding addresses overlap significantly with squirrel PNUT. Discovered over the weekend that some top PNUT addresses were building positions to increase FRED, preparing to add more if it drops below 0.1.

Recommender: Wenser (X: @wenser2010)

Introduction: Meme diamond hands, either to zero or to the moon

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  1. DOGE successfully broke through; have closed part of the position, still holding some spot + contracts, starting the pig's foot rice plan.

  2. Luce is still there, floating loss of 10%, slowly adding to the position; still the same saying, breaking the circle narrative + expectations, the more secondary creations, the more stable the main body.

  3. Currently, I haven't seen particularly good targets; the sector has been rotating quite a bit in the last two days. The main focus is still on whether BTC can hold at 95k; if it can, the first target is 108k; otherwise, prepare to take profits and stop losses on short positions.

  4. The Base ecosystem shows signs of warming up; Clanker has risen from 16 to 60 today, but I haven't dared to take action. Chasing highs in Meme really tests one's mentality and operations; I will keep an eye on it as a long-term platform.

Recommender: Golem (X: @web3_golem)

Introduction: Bitcoin ecosystem catcher, Meme trainee, always missing out on hot picks

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  1. Today, I built a position in lowercase eliza and Litecoin meme coin Lester; this time, the entry for lowercase eliza was around 14m, similar to the position when the first lowercase eliza dispute occurred. Last time, I purely viewed lowercase eliza as a hot topic, so I cleared it when the sentiment faded. This time, I am getting back in because I see community development and believe it is a sustainable target; the same goes for Lester. Investing in Meme is essentially investing in the community.

  2. Also built a position in URO, entered when it was over 40 million, now down 30%. The Desci track has risen again in recent days, and there are rumors that rif will be listed on Binance, but from a market cap perspective, I believe URO is more likely. The concepts of the two are not much different; there have been cases on Binance where the second-tier project was not the first-tier.

  3. Another part of my holdings is in TikTok concept Meme; four days ago, I built positions in the leading CHILLGUY and the then second-tier WAIT, but now, CHILLGUY is up 30%, while WAIT is down 80%. This again proves that when playing in a newly emerging sector, it is essential to allocate to the leaders.

Previous Records

November 20

November 18

November 15

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