Odaily編集部投資運用全記録（9月2日）

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この新しいコラムは、Odaily編集部のメンバーによる実際の投資体験の共有です。商業広告は一切受け付けていません。 投資アドバイスではありません（私たちの同僚はお金を失うのがとても上手なので） 読者の視野を広げ、情報源を豊かにすることを目指しています。Odailyコミュニティ（WeChat @Odaily 2018、テレグラム交換グループ , X公式アカウント）を使用してコミュニケーションを取り、苦情を訴えます。

推薦者: Nan Zhi (X: アサシン )

導入 : オンチェーンプレイヤー、データアナリスト、NFT以外のすべてをプレイ

共有 :

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).

推薦者: ゴーレム (X: 翻訳者 )

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

共有 :

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.

過去の記録

August 26

August 21

8月19日

1週間のトークンロック解除：MODEとTAIKOが大規模なロック解除を歓迎

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

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