Full record of Odaily editorial department investment operations (March 19)

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ODAILY
03-19
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This new column is a real investment experience sharing by Odaily editorial members, no commercial advertising is accepted, it does not constitute investment advice (because our colleagues are very good at losing money), the purpose is to expand the perspective and enrich the information source for readers, welcome to join the Odaily community (WeChat @Odaily 2018, Telegram discussion group, X official account) to exchange and vent.

The data related to Meme prices, market capitalization, holdings, etc. mentioned in this article are all from GMGN.

Recommended by: Asher (X: @Asher_0210)

Introduction: Mainly plays Meme, Altcoin low-multiple contracts (only low long, not high short), earns tokens from GameFi without buying coins, tries to play BTC and ETH contracts less (earning a fortune and losing a fortune is too painful)

Sharing: Overall strategy: Believes that BTC will have another drop in the short term, going down to below $79,000, or even $75,000; will not increase positions in Altcoin spot holdings, and will reduce positions if certain Altcoins surge.

  1. TRUMP. The average price is around $12.5, still feels that the previous Trump Organization's application for the "TRUMP" trademark to launch a metaverse and NFT trading platform may have follow-ups, will hold on to it.

  2. PEPE. The average price is around $0.000008, still believes in pure animal Meme, chose the most stable one.

  3. AI Agent's view: Believes there will be a second wave of the AI Agent sector, the focus is on the ongoing framework-type projects, has lightly bought ai16z, arc, Swarms, and game, and will continue to monitor whether to increase positions in these four projects.

Recommended by: Nanzi (X: @Assassin_Malvo)

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

Sharing:

  1. Began to massively return to the Meme battlefield, and is now mainly focused on BSC, Tron and Base (can't keep up).

  2. These chains haven't done large-scale address analysis before, and have just finished writing the program and did the first batch of smart money analysis. Whether to follow the trade depends on whether the market can continue, personally feels it still has a short period of time.

  3. In direct operation, fortunately continued the previous strategy of using UniX to trade and resolutely not buying ETH, but the ETH used for token farming has been dizzy. On BSC, adopted a strategy of using half the funds to swap for BNB and use Bots, and the other half to buy BSC and Base on UniX. Personally not optimistic about the sustainability of BNB.

  4. Bought some Mubarak last night, the reasons are:

  • Must be listed on the spot market as a benchmark;

  • The difference is the time of listing;

  • Last time TST's market cap was too high when listed, resulting in reaching the highest point after listing;

  • Therefore, I "think" low market cap should be listed first, and then destroy the short sellers.

But today it pulled a wave by changing the avatar, so I sold it first. Will buy it back when BSC doesn't work again, this logic is temporarily considered unchanged.

Recommended by: Dingdang (X: @XiaMiPP)

Introduction: A pure "leek" (newbie), only plays CEX mainstream Altcoins

Sharing: MKR, bottom support rising, suitable for short-term trading. The reason is that the fundamentals of Maker have undergone significant changes:

  • MKR can currently be staked to earn the stablecoin USDS (previously DAI);

  • The "Sky Smart Burn Engine" has been launched, which purchases and burns MKR tokens at a rate of about 1 million USDS per day (MKR can be redeemed for SKY at a ratio of 1:24000).

These signals that the economic model of MKR has changed.

Another point to watch is that the tokenized US debt products of institutions like BlackRock BUIDL and Superstate will receive funding in the Sky investment plan. Previously, it was always said that Maker was abandoned by US capital, is this a signal that it may be re-recognized by Wall Street?

Previous Records

March 7

February 24

February 14

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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