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Full record of Odaily editorial department's Meme operations (December 4)
郝方舟
Odaily资深作者
@OdailyChina
2024-12-04 09:51
This article is about 727 words, reading the full article takes about 2 minutes
The old cottage has acquired a meme flavor.

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.

The data on Meme price, market value, holdings, etc. involved in this article are all from GMGN .

Recommended by: Asher (X: @Asher_ 0210 )

Introduction : Mainly play Meme, low-multiple contracts of altcoins (only low-long, not high-short), play blockchain games without buying coins, and try to play BTC and ETH contracts as little as possible (making a profit and losing a profit is too painful)

share :

  1. The ai16z and ELIZA that I bought previously have not moved. In AI Meme, I am still most optimistic about the ai16z series (I also hold a small amount of ACT). If the price drops a lot, I will continue to buy.

  2. Animal Meme is still optimistic about FRED (also holds a small amount of PNUT) and is holding it.

  3. Since last weekend, I have added MAX and WORM as my holdings, and I am buying them in batches. MAX is an AI Meme project officially launched by ORAI. I am quite optimistic about the ORAI project, which is an AI chain project. Currently, I am losing money on my holdings. WORM is a scientific Meme concept. Judging from the holdings in the past two days, some big investors have started to buy in.

  4. Ban and Cheems are both preparing to build positions near the market value of 100 million.

Recommended by: Wenser (X: @wenser 2010 )

Introduction : No big cake, no Ethereum, altcoin boxer

share :

  1. The BUG and ANON bought by the Base chain Meme suffered a terrible loss, which once again proved that the scale and narrative of Base are not on the same level as the capacity of Solana. It was a lesson learned.

  2. Ethereum is currently bullish, mainly due to several reasons: 1) ETFs continue to have net inflows; 2) The call for recasting the glory of ETH has been made for a long time, and many people are also calling for it; 3) Rug ZKasino's funds are leveraged to go long again. Yesterday, the 20-day long position ended and a small profit of 3 million US dollars was made. This time it feels like a small indicator. (For details, see: " ZKasino's long ETH floating profit of 3.22 million US dollars, Rug fund movement becomes a trading signal ")

  3. Due to the capital spillover effect + sector rotation, NFT has slightly recovered. CloneX’s death can be regarded as an end to NFT. In addition, OpenSea will have a wave of “coin issuance suspicion” every December. Blur has been rising since the 25th of last month and has just successfully broken through to 0.42+. It is recommended to pay attention.

  4. The current spot position is DOGE+MAX (the one from Matr1x).

Previous records

November 25

November 20

November 18

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