Full record of Odaily editorial department investment operations (October 25)

郝方舟

Odaily资深作者

@OdailyChina

2024-10-25 09:42

This article is about 625 words, reading the full article takes about 1 minutes

Is the leader the only one worth taking in AI Meme?

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Is the leader the only one worth taking in AI Meme?

This new column is a sharing of real investment experiences by members of the Odaily editorial department. It does not accept any commercial advertisements and does not constitute investment advice (because our colleagues are very good at losing money) . It aims to expand readers' perspectives and enrich their sources of information. You are welcome to join the Odaily community (WeChat @Odaily 2018, Telegram exchange group , X official account ) to communicate and complain.

Recommender: Nan Zhi (X: @Assassin_Malvo )

Introduction : On-chain player, data analyst, plays everything except NFT

Sharing : I mentioned a long time ago that in Binance Lending, you can pledge SOL, borrow and unlock VC coins (ARB was chosen at that time), and then sell VC coins in exchange for U for on-chain financial management.

Recently, the pledge rate of my personal SOL/ARB loan pair has dropped from 78% to 63% (equivalent to a 15% profit in terms of currency standard, and 20% unhedged floating profit in terms of U standard), in addition to an annualized return of (8-2 = 6%).

As the market surges, some junk coins have resurfaced. Close the above pledged pairs and prepare to re-embed new VC coins.

Recommended by: golem (X: @web3_golem )

Introduction : Bitcoin ecosystem catcher, hair-pulling trainee, player who can never get a hot meal

share :

This week, the market still belongs to AI Meme. After getting on board GOAT on Monday, it kept rising, and then doubled, which was a big deal. Other stocks basically did not sell much, because we believe that the narrative of AI Meme can continue for a long time, and we still have to hold the leading stocks.
GOAT leads the rise, and the sentiment will definitely spill over to other AI Memes. Although I subconsciously believe that other AI Meme coins are not worth buying except GOAT, I still bought ANT, GNON, Shoggoth, etc., but the results are not good, all of which are negative profits. ANT started with a market value of 12 million US dollars, and now the market value is only 780,000 US dollars; GNON started with a market value of 65 million US dollars, and now it is only 25 million US dollars. It’s already too much, it’s better to just hold the leader from the beginning 😮💨.