Odaily Editorial Tea Talk (January 14th)

This is an "informal" column from within the Odaily editorial team. Here, the author shares immediate thoughts and different perspectives on industry news, data, hot events, and their peripheral details; explores investment ideas and opportunity hypotheses still under validation—these may not be direct wealth codes, but could simply be the questions themselves; shares observations gained from interactions with industry practitioners; and materials that have genuinely enhanced our understanding, whether from internal or external sources.

The content of this column is based on the real investment and observation experiences of Odaily editorial team members. It does not accept any form of commercial advertising, nor does it constitute investment advice (after all, we are equally experienced in losing money). Its purpose is solely to broaden perspectives and supplement information sources, not to manufacture consensus. Welcome to join the Odaily community (Telegram Discussion Group, X Official Account) to exchange ideas, question, and banter together.

golem (X: @web3_golem)

Introduction: golem's whimsical ideas

Share: After the BSC Meme hype grew louder last week, I briefly returned to the trenches, only to find I couldn't keep up with the pace at all. In the end, I chose to hold onto "人生 k 线" (Life's K-line) over "我踏马来了" (I'm F*cking Coming) and "老子" (Old Man), and unexpectedly got rekt.

Playing BSC Memes now always gives me a feeling of constantly doubting myself. From my own aesthetic perspective, the tokens I thought were promising ultimately remained lukewarm, from "哈基米" (Hakimi) to "人生 k 线" (Life's K-line). But simply attributing the reason to their weak association with CZ and He Yi is also irresponsible.

The Meme model that has formed on BSC is actually a consensus within the BSC community: when players generally believe that only Memes related to CZ and He Yi have a future, this consensus translates into real buying power. Capital and attention naturally concentrate on those Memes launched based on CZ and He Yi's tweets. Binance, which won't go against the community's will, can only list these tokens.

This model has developed to a point where even CZ and He Yi themselves are powerless to reverse it. CZ posted yesterday saying that while he doesn't oppose Memes, blindly following the Memes born from his tweets will definitely lead to losses. Even after saying this, the comments below were still asking CZ what Memes he likes.

Therefore, whether Memes detached from CZ and He Yi can stand out on BSC essentially depends on the will of the BSC community.

Bcxiongdi (X: @bcxiongdi)

Introduction: Mainly plays on-chain PVP

Share: On-chain liquidity and market sentiment have clearly warmed up these past few days, even reaching a small climax. The few "speedrun" opportunities this morning also corroborate this point.

At this stage, the strength of many narratives essentially still depends on the "train conductor's" shilling intensity and their ability to attract incoming capital. Therefore, the main focus should be on tokens promoted by conductors with capital-attracting ability, while also paying attention to timing, taking profits and cutting losses promptly to avoid getting carried away by emotions.

The current focus is mainly on two chains: BSC and SOL:

• BSC: Mainly watch derivative Memes related to the "Two Saints" and Memes called out by on-chain conductors;
• SOL: Recently, the focus has been on themes like Claude AI and bots, representing a minor trend leaning towards the AI direction.

Wenser (@wenser2010)

Introduction: Tea-serving junior, crypto bystander, media observer

Share: 1. Currently, I haven't seen any positive catalysts on the news or liquidity fronts. I don't quite understand the main driving force behind this wave of price increase. Personally, it doesn't feel like an oversold rebound; instead, it feels more like a bull trap to liquidate shorts.

2. There's no definitive news on the nomination of the new Fed Chair or the CLARITY Act. This also means there are asymmetric opportunities on Polymarket. In a way, I think prediction markets like Polymarket now are no different from pre-market trading—pricing in early, harvesting early—except pre-market trading looks at liquidity depth, while prediction markets look at insider information and outlier orders.

3. The MEME wave feels like it's passed its peak stage under the influence of the revival of old-school Memes and the explosion of Chinese Memes on BSC. The next step is to see if it will mechanically rotate to AI-related concept tokens. Tokenized stocks are still in a half-dead state; several mining companies have decent weekly gains, but they are only suitable for swing trading, not long-term holding.

4. China's A-share commercial aerospace sector has seen a pullback, while BlueFocus and some AI applications have risen instead. But in the long run, as a friend in the media circle on WeChat Moments judged, "As long as LandSpace hasn't gone public, commercial aerospace will always have its dream valuation and speculative potential." It's worth long-term attention.

Suzz (@uu01194636)

Introduction: Adhering to long-termism, I choose to short new tokens.

Share: Bought Zhipu AI's Hong Kong stock last week. We're in the vibe coding era now, and Zhipu, as the first large language model stock and a domestic Chinese model, gives me a feeling of "stability." This foundational-level company, as long as the general direction isn't wrong, will reap the benefits of the entire industry. In the current market, having more logic is less important than following the truly hardcore players. This "entry ticket" to the large model era, once you hold it, gives you peace of mind. The rest is just seeing how high it can go.

Opened a long position on BEAT today. This token now feels exactly like one with high control, ready to take off at any moment. For such a highly controlled asset, once momentum starts, it's an exponential explosion. I've already deployed my position. For this wave, I'm not asking for much, just that heart-racing feedback. Entering at this level offers a favorable risk-reward ratio.

Azuma (@azuma_eth)

Introduction: Noob, still learning.

Share: Recently testing market making around upcoming matches on Polymarket. The general strategy is:

➡️ Find matches starting within a week (especially key matchups expected to have decent trading volume).

➡️ Check how much the sum of the sell prices for both sides deviates from 100 cents (the larger the deviation, the greater the potential).

➡️ Then, use Polymarket's split mechanism to actively divide capital into shares for both sides and place sell orders.

➡️ If both sides can be sold, arbitrage is successful. If only one side is sold, the other side needs to be disposed of before the match starts (either sell it or buy the other side to merge; liquidity usually improves before the match starts, and in most cases, it can be disposed of within the cost line) to avoid holding a one-sided position.

Current impressions: There is a certain profit margin, and it can effectively diversify interactions and amplify trading volume. The downsides are limited capital capacity and occasional situations where the remaining one-sided shares cannot be disposed of within the cost line.