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: Asher (X: @Asher_0210)
Introduction: Primarily plays Meme, low-leverage altcoin contracts (only long, no short), participates in chain games without buying coins, and tries to minimize trading BTC and ETH contracts (making a profit and then losing it is too painful).
Sharing: Overall thought: I believe BTC will drop again in the short term, going below $79,000, possibly even to $75,000; I will not increase my holdings in altcoin spot, and if a certain altcoin surges, I will reduce my position.
TRUMP. Averaged down to around $12.5, I feel that the Trump Organization's application for the "TRUMP" trademark to launch a metaverse and NFT trading platform has further developments, so I will keep an eye on it;
PEPE. Averaged around $0.000008, I still believe in pure animal-themed Memes, so I chose the most stable one;
AI Agent view: I believe there will be a second wave of AI Agent sector trends, currently focusing on continuously developing framework projects, I have lightly invested in ai16z, arc, swarms, and game, and will continue to monitor the development of these four projects to decide on further investments.
Recommender: Nan Zhi (X: @Assassin_Malvo)
Introduction: On-chain player, data analyst, plays everything except NFTs.
Sharing:
I have started to return to the Meme battlefield on a large scale, currently focusing on chains including BSC, Tron, and Base (there's so much to keep up with).
These chains previously did not have large-scale address analysis, and I just finished writing the program to conduct the first batch of smart money analysis. Whether to follow depends on whether the market can sustain, personally I think there’s still a little time left.
In terms of direct operations, fortunately, I continued the previous strategy of using UniX to trade and resolutely not buying ETH, but ETH has dropped and confused me. On BSC, I used half of my funds to swap for BNB with a bot, and the other half in U to buy BSC and Base on UniX. Personally, I am not optimistic about the sustainability of BNB.
Last night I bought some Mubarak, the reasons are:
Must establish a benchmark in the spot market;
The difference is in the timing of entry;
Last time TST had too high a market cap, leading to the peak right after I bought in;
Therefore, I "believe" it should be low market cap first, then crush those who open contracts.
But today, I changed my avatar and made a wave, sold first, and will buy back when BSC is not doing well again; I currently believe this logic will not change.
Recommender: Ding Dong (X: @XiaMiPP)
Introduction: A pure "retail investor," only plays mainstream altcoins on CEX.
Sharing: MKR, bottom raised, suitable for swing trading. The reason is that Maker's fundamentals have changed significantly:
MKR can now be staked to earn stablecoin USDS (previously DAI);
The "SKY Smart Burn Engine" has been activated, purchasing and burning SKY tokens at a rate of about 1 million USDS daily (MKR can be exchanged for SKY at a rate of 1:24000).
These have released a signal: MKR's economic model has changed.
Another point to pay attention to is that tokenized US Treasury products from institutions like BlackRock BUIDL and Superstate will receive funding in the Sky investment plan. It has been said that Maker was abandoned by American capital; does this now represent a signal that it may be recognized again by Wall Street?
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