This new column shares real investment experiences of Odaily editorial team members, accepts no commercial advertisements, does not constitute investment advice (because colleagues are very good at losing money), aims to broaden readers' perspectives and enrich information sources, welcome to join Odaily community (WeChat @Odaily 2018, Telegram Group, Official X Account) for discussion.
All MEME price, market value, and position data in this article are from GMGN.
Recommended by: Ethan (X:@ethanzhang_web3)
Introduction: "Always Earning" Master, All-round Money Scatterer
Sharing:
1. Recently enjoying BN's pig's feet rice, following the lead's community-benefiting approach, added positions in BNB (not selling short-term) and participated in IPO, though not always successful, bought SKYAI from CEX for 2000 U, ready to withdraw at any time (not recommended to follow, already trapped).
2. Recently AI informatization is blowing wind, MCP heat has blown from Web2 to Web3, with the mindset of not buying MEME but buying AI, added positions in deeply corrected SHELL at 0.128, and bought FET at 0.54, waiting for bottom breakthrough, seeing current price doubled (current price 0.14, 0.6).
Recommended by: Bcxiongdi (X: @BCxiongdi)
Introduction: Paper-handed Boy, PVP Enthusiast
Sharing: Last week had a significant pullback, mainly because hands were too paper before the market, missed RFC and Dark. Therefore, wanted to adjust style, find a few targets to try being diamond hands, including: Italianrot, Time, GCats and Wizard.
1. Italianrot and Wizard are the two I'm most optimistic about, logic is clear, but entry positions were high, and couldn't hold during washing, lost and exited, simply put, didn't hold.
2. Time and GCats were purely FOMO emotions, chased high and stopped loss, reviewing found their market value was rising too fast, profit-loss ratio didn't make sense.
3. Last week's only somewhat satisfactory trade was SkyAI's buy the dips, smashed in at 16m, directly All In on-chain funds. Judgment logic was good IPO effect, top-tier could earn around 1000 U, plus low market value, profit-loss ratio very comfortable. Result was only gained 20% and ran, originally planned to wait for someone to shill on Twitter, ultimately didn't achieve unity of knowledge and action.
4. Traded about 50-60 coins this few days, overall PvP is profitable. Average holding time not exceeding 10 minutes, entry market value mostly around 100-200k.
Summary: Actually last week's market wasn't good, because leading RFC kept falling, didn't react, causing market value expectations for many coins set too high, resulting in chasing high and taking over. Next will focus on PvP, first recover blood.
Recommended by: Golem (X: @web3_golem)
Introduction: Bitcoin Ecosystem Hunter, MEME Trainee, Always Missing Hot Picks
Sharing:
1. RFC is a MEME coin I've held for over half a month, first purchase was on March 31st, though had some sales during subsequent rise, still had base position, but yesterday cleared all positions at 45m market value. Reasons: RFC's rhythm became dragging, conditions to trigger FOMO became very high, Binance spot expectation no longer sufficient, might need Trump or Musk level figures to shill; second reason is RFC's front row too diamond-handed, accumulated selling pressure is scary, from K-line, Wintermute seems to have abandoned position. If drops to 20m, might consider taking a position.
2. Dark is also Wintermute market-making, previously bought multiple times, but seems to have abandoned position, somewhat overlapping downtime with RFC, decisively cleared at a loss at 25m. Another clearing reason is I'm not optimistic about Dark's value itself, couldn't sleep holding it. First, Dark currently has no actual product, but market expectation is high, I don't think actual product will meet user expectations; second, AI Agent token's old pain point is token's weak connection with actual product, token lacks utility, leans towards MEME speculation, MCP hasn't changed this.
3. But I'm optimistic about SKYAI on BNB Chain's MCP project, took position at 0.032 USD, now already 35% profitable. SKYAI has established its reputation through airdrop wealth effect, many expectations can drive price rise, such as product expectation, CZ interaction expectation, and Binance listing expectation. I believe market value will reach 80-100m range. But there are risks, next few days are crucial, if SKYAI doesn't fulfill product expectation, price won't hold, need to escape before collapse.
4. Last week Bitcoin ecosystem's Alkanes protocol was hot, but I didn't buy leading METHANE, because I think recovery is fake. Must admit, Bitcoin ecosystem has become "on-chain subculture group", niche, self-centered and lonely. METHANE's current market value is 13 million USD, already declining, I think the moment I first saw it was its peak. If you're not a true Bitcoin degen (not more than 200 people globally), when something new reaches you, you're probably taking over.
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