This new column is a real investment experience sharing by Odaily editorial members, and does not accept any business advertisements, does not constitute investment advice (because our colleagues are very good at losing money), with the aim of expanding the perspective and enriching the information source for readers. You are welcome to join the Odaily community (WeChat @Odaily 2018, Telegram discussion group, X official account) to exchange and vent.
The data related to Meme price, market capitalization, and holdings in this article are all from GMGN.
Recommended by: Nanzi (X: @Assassin_Malvo)
Introduction: On-chain player, data analyst, plays everything except NFT
Sharing: Recently, I have basically given up manual operation and turned to full automation. A new column "Wallets that Nanzi is Watching are Increasing Holdings" has been added, with the top three being GOAT, ZEREBRO, and Quant (new coin), and the data for today is as follows:
Recommended by: golem (X: @web3_golem)
Introduction: Bitcoin ecosystem hunter, Meme practice student, forever unable to eat hot
Sharing:
Yesterday, the controversy over the uppercase and lowercase "eliza" was extremely high. When the market cap of the lowercase "eliza" was smashed to around 10 m, I chose to buy in. The subsequent performance met expectations, and I cleared half of the position when it rose to 50 m, leaving the rest to continue supporting the community! The main reasons for the buy-in at the time were: first, from the community sentiment, a16z's operation will definitely arouse public outrage, the more they speak, the more angry the community will be, and this anti-VC, anti-harvest sentiment can form huge buying power, and this kind of thing may only happen in 1 out of 10,000 Memes, it's worth buying; second, through the new function launched by GMGN yesterday, it was found that the average buy-in cost of the top 100 addresses was also around 10 m, and they had not made too much profit, and the big players had not run away, so the small scattered investors had nothing to worry about.
In addition, I got on board the Sotheby's auction concept of BAN and BITCAT today, and SpaceX company even printed the BAN logo on their space suits today, so I feel it can be hyped up again; the same banana, the market cap of Banana with the SpaceX concept has dropped to 6 m, a loss of 80%, but I haven't cut my losses yet, and I'm still a Believer.
Recommended by: Wenser (X: @wenser 2010)
Introduction: No Meme, No Rich; Make Meme, not War.
Sharing:
Firmly bullish on DOGE, waiting for a new high;
Meme feels that it needs a bigger narrative to have potential, the current on-chain meme narrative is already close to aesthetic fatigue, so I bought a little luce, although the position is already very high, but if there is a CEX to take over, there will be room for growth;
Buying Meme has gradually become a "e-commerce buyer mentality", the high market cap ones are too expensive, the low market cap ones feel like they can't take off, so I can only buy the medium market cap ones, hoping for both value for money and stability, but getting dumped is a matter of minutes, except for the on-chain sitting group who can enter the market first, other players are just eating the leftovers, no choice, just follow the smart money.
Recommended by: Asher (X: @Asher_0210)
Introduction: Short-term contract, low market cap altcoin long-term ambush, chain game gold farming, hair-pulling party
Sharing:
On-chain altcoin: First, the two holdings I recommended before, a16z and ban, have been sold off pretty much, only the "ant warehouse" is left, and I don't care about the ups and downs. Second, I haven't sold the worm I recommended last time, and yesterday Arthur Hayes called for 1 billion, my target is 2 billion. Third, Meme has been generally declining these days, and I have been continuously buying BITCAT (mascot concept), OPK (Musk, squirrel concept), and degenai (a16z system concept), the reasons for buying can be referred to my article today.
Exchange altcoin: Today, MATR1X official hinted at Vemax, or may open MAX staking function, believe in the chain game one more time, and bought MAX, target 0.4-0.5.
Past Records
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