#月记 2024-06-11 All positions and operation records. The next record will be in mid-July under normal circumstances.
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Overview
The total position is approximately $13,488, and the holding ratio (calculated at cost) is 60.89%.
A certain An about $ 10523;
CosmosHub on-chain wallet and staked approximately 107.84 ATOM;
Axelar on-chain wallet and staked approximately 832.62 AXL;
The etherfi chain pledges about 0.15 ETH;
Saga on-chain wallet and staked approximately 343.11 SAGA;
Celestia on-chain wallet and staked approximately 12.898 TIA;
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operate
Last time, I redeemed the 1 BNB that was pledged on the BSC chain for the second phase of the bnbchain airdrop alliance, and sold most of it (I sold it at 600, and it took off soon after I sold it, but it came back today...);
I am going to clear the NFTs I bought with MATIC. This chain is too tiring to play, so I don’t plan to play it anymore.
Due to the relatively large pullback, I continue to increase my positions in cosmos ecosystem tokens (atom, axl, saga) and lose on-chain staking. Some tokens are still in the exchange; (saga Vault Two airdrop is still in progress, and it is estimated that a snapshot will be taken in the next few days)
I added some LTC positions, waiting for the news of spot ETF to be released;
I lightened my position in polyx a bit, mainly to realize the regular income (the interest for 120 days is still OK, but there is a limit, and the amount is very small...);
I lightened my position of lqty. The project team recently released a new stablecoin to adapt to the new model, which is good news (the project team is working and iterating the project), but the token is still half-dead. . . ;
Cleared out voxel (and bought some back after the callback). Although I am optimistic about the potential of blockchain games, this coin is listed on Binance and Coinbase, and its market value is quite small. But I don’t know when blockchain games will explode. This coin has been held for more than half a year and is almost half dead, so I left the position to saga, waiting for the airdrop of game project tokens;
The ultiverse of the web3 task issued coins and sold them directly;
Other minor operations are not recorded.
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Subsequent Operations
I have been buying dips during this period of sharp declines, but I dare not add too much position. On 06-12, the US CPI data was released (the sharp decline of copycat stocks during this period, I don’t know if it was due to the predicted data being very negative, the good news being that the market makers made advance arrangements, or the war factor).
In the previous monthly notes, I also said that I believe that even if the market turns bearish, there will still be a period of large-scale growth (double peaks), and BTC is expected to reach new highs, so if it falls, I will buy at the bottom and reduce my holdings of some half-dead tokens.
Finally, September may be a turning point. Regardless of whether BTC reaches a new high or not, I should reduce my holdings of some tokens (I will not know the actual operation until the date is closer). As the saying goes, good news will turn into bad news.
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For reference only.
