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: This week, I suggest paying attention to $SHELL (Myshell) secondary opportunities for the following reasons:
This week, there was a pump outside the platform (previously only tradable within the platform), but it is unclear whether it is BNB or SHELL.
If it is the latter, i.e., the Virtual Protocol model, it will greatly benefit the token, especially considering Binance's recent support for BSC and the pump's poor performance.
Airdrops have been killed off a lot, especially those specifically placed on the Ethereum mainnet, so there may not be many external chips. After being listed on Binance spot + contracts, the K-line and trading volume are so abstract that trading feels very unnatural.
If it is BNB, it should first rush to the platform, and secondly, pay attention to the use cases of SHELL in the token economics.
(Since I was asked, I’ll respond: I’m the one who got killed by the airdrop, so this is not an advertisement…)
Recommender: Asher (X: @Asher_0210)
Introduction: Primarily plays Meme, low-leverage altcoin contracts (only low long, not high short), earns from chain games without buying coins, and tries to avoid BTC and ETH contracts (making a profit and then losing is too painful).
Share: The current overall strategy is that BTC will continue to rise, approaching $100,000, but it is just a rebound. For altcoins, only choose relatively high-certainty targets to earn a wave of "short-term" profits, with no intention of holding long-term. Specifically:
TRUMP. Average price is around $13.5, sold contracts after a spike last night, still holding spot positions, and considering adding more on dips. Betting that a portion of the 80% token supply of TRUMP's treasury will be included in the U.S. cryptocurrency reserve plan.
PEPE. Bought near $0.000008, target $0.000012-$0.000014, believing that pure animal-themed Memes, especially those in the Ethereum ecosystem, will see a surge.
Still holding the previously purchased ai16z series AI Agent tokens, will decide on retention based on the development of ELIZA V2, currently bullish.
Recommender: Wenser (X: @wenser2010)
Introduction: Never buy when it’s flying, always lose when I buy, always rise when I sell, and crash when I chase.
Share:
The Freya community and Virtual community in the AI Agent sector are the ones I feel best about after observation; consider buying a little to see how it goes.
Although Kaito has faced bribery controversies and staking yield return ratios, based on the past actual operations from the project side, there is still room for growth. In the context of tight liquidity, attention resources will further concentrate, and platforms combining B-end charging + C-end MCN mechanisms will still have certain bargaining power and brand premium; currently holding.
Among ETH Meme and Solana Meme, I personally favor Solana Meme more. Additionally, the Solana ecosystem's DEPIN track is worth paying attention to; previously did a Space with a project called Roam that does Esim roaming cards, and they should also be launching on Bybit soon, so keep an eye on that.
Other holdings of the Trump family project WLFI, such as ENA and Move, still have some expected upside. If the market continues to rebound, it might be worth taking a little risk for a rebound, but don’t get too carried away; take some profits and exit.
(Azuma (X: @azumaeth) kindly reminds: ENA has a season 3 airdrop this month; it’s advisable to wait and see after the airdrop before deciding to enter, as it’s unlikely that the market makers will lift the retail investors at this time.)_
Previous Records
Recommended Reading
Bitcoin price continues to fall, will MicroStrategy face bankruptcy liquidation?
Market warming up, which altcoins are worth buying?
Did Trump ignite the altcoin bull market? Bankless predicts the trends of eight major tokens
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
