오데일리 편집부 투자운영 전체 기록(9월 2일)

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이 새로운 칼럼은 Odaily 편집부 구성원들의 실제 투자 경험을 공유하는 것입니다. 상업적 광고를 허용하지 않으며 투자 조언을 구성하지 않습니다(우리 동료들은 돈을 잃는 데 매우 능숙하기 때문입니다) . 독자의 관점을 넓히고 정보 출처를 풍부하게 하는 것을 목표로 합니다. Odaily 커뮤니티(WeChat @Odaily 2018, 텔레그램 교환 그룹 , X 공식 계정 ) 의사소통하고 불만을 제기합니다.

추천인 : 난지(X: @어쌔신_말보 )

소개 : 온체인 플레이어, 데이터 분석가, NFT를 제외한 모든 것을 플레이합니다.

공유하다 :

The September curse arrived as expected. After clearing out the positions on August 25, I have been waiting for the benchmark price of September 1. The naive bottom-fishing position is the starting price of September 1 脳 (1 – the average decline in ten years) = 58,900 脳 94.8% = 55,800 USDT.
When individuals engage in arbitrage and bottom fishing, the plan is to choose bottom-fishing value coins. After buying U, they mortgage and borrow unfavorable VC coins on Binance, and then sell the U to transfer it to the chain to earn interest.

For example: 1w U is used to purchase SOL, 7800 U of ARB is borrowed, and then sold for USD and transferred to Kamino to earn interest.

Potential income: SOL/ARB exchange rate (based on ARB unlocking decline) + SOL increase of the difference + on-chain interest 5.32% – Binance loan interest 2.01% + Kamino airdrop

Potential risks: exchange rate surge, difference SOL decline, on-chain theft

Variables: Choice of value coins, VC coins, choice of on-chain interest-earning (e.g. scallop is 6%), choice of CEX lending products (see the freshly released analysis article for details).

추천인: 골렘(X: @웹3골렘 )

소개 : 비트코인 생태계 포수, 머리 잡아당기는 연습생, 뜨거운 밥 한끼도 못 먹는 플레이어

공유하다 :

Recently, the focus of Bitcoin ecosystem is still on Fractal. There are many NFTs with pre-Fractal concept and mining machine concept on sale. However, after overall participation, it is found that the imagined wealth effect has not occurred. Most NFT projects have fallen into the fate of no one buying or breaking the issue price after the sale. Therefore, I advise everyone to be cautious.

This indicates two things. First, after multiple rounds of iterations, the quality of users in the Bitcoin ecosystem has improved significantly, and there is a higher screening threshold for rough projects that only play with concepts. Second, perhaps users have too high expectations for the Fractal ecosystem. In fact, with the overall market down and the overall vitality of the Bitcoin ecosystem poor, it is difficult for Fractal to attract more people to participate except Unisat users.

Of course, it may also be that the natural liquidity and breaking circle effect of NFT are not as good as those of homogeneous tokens. BRC 20 will be launched soon after the Fractal mainnet goes online. We hope that the ecosystem will perform better by then.

이전 기록

8월 26일

August 21

August 19

1주일 토큰 잠금 해제: MODE와 TAIKO에서 엄청난 잠금 해제를 환영합니다.

This article is sourced from the internet: Full record of Odaily editorial department investment operations (September 2)

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