A combination of 'heavy positions on preferred assets + light positions on lottery tickets'.
This new column shares the real investment experiences of Odaily editorial team members, does not accept any business advertisements, and does not constitute investment advice (as our colleagues are very skilled at losing money). The aim is to broaden readers' perspectives and enrich information sources. We welcome you to join the Odaily community (WeChat @Odaily2018, Telegram group, X official account) for discussions and complaints. The data related to Meme prices, market capitalization, and holdings in this article are sourced from GMGN.
Recommender: Asher (X: @Asher_0210) Introduction: Mainly plays Meme, low-leverage contracts of altcoins (only long, no short), engages in chain game rewards without buying coins, and tries to play BTC and ETH contracts as little as possible (gaining one and losing one is too painful). Sharing: ELIZA continues to hold, and today it surged short-term due to the announcement of Shaw as an advisor, but in my view, the relationship between ai16z and ELIZA was made very clear on the first day. The previous decline was just repeated FUD by ill-intentioned people. Two short-term events worth looking forward to are: the economic model that ai16z will soon announce and its relation to ELIZA; the update of the ELIZA token model after confirming the airdrop token on January 10. Degenai continues to hold, waiting for the launch of the AI agent. WORM continues to hold, the latest white paper has been released, waiting for value discovery. New holdings in DRUGS, which combines AI Agent and DeSci concepts, and the BIO co-founder previously mentioned an airdrop for DRUGS tokens, believing the cost-performance ratio is higher than RIF and URO. New AI Agent sector lottery coin Project89, a combination of AI and chain games concept, is supported by Shaw, and its founder knows Shaw, making it worth a position. (Lottery coin positioning: buy a little, double down if it drops by half, then it will either go to zero or increase by 10 times+).
Recommender: golem (X: @web3_golem) Introduction: Bitcoin ecosystem catcher, Meme intern, forever unable to get hot food player. Sharing: Currently, the main holdings in Meme are ELIZA and URO. The average cost of ELIZA is 0.048, and I kept bottom-fishing during its previous decline. Today I finally turned a profit. ELIZA is currently the hottest technical framework in the AI Agent track, and I think such a narrative should have a market cap of at least 1/3 of ai16z. The average cost of URO is 0.05, and I have added positions several times during the decline. A few days ago, I was almost losing confidence, but Binance's decision to list BIO and the news that URO holders would receive BIO token airdrops strengthened my confidence, believing that URO returning to a market cap of 100 million dollars is not a big issue. My Meme strategy has gradually shifted from lottery tickets to heavy positions on preferred assets + light positions on lottery tickets. Therefore, there are also some small holdings including MIRA and swarms. MIRA is a recently popular charitable Meme, while swarms is a newly released AI Agent framework. Large positions are concentrated on assets I understand and am willing to hold for the long term, which helps maintain a better mindset during floating losses. In contrast, if it's purely a lottery play, the positions are too scattered, causing stress from price fluctuations, and funds are always being shuffled around, resulting in overall low profits.
Previous records December 20 December 16 December 13 Recommended reading Play with Binance Alpha, short-term speculation or long-term value investment? This week continues to focus on ai16z series, WORM, and new attention to DRUGS and Project89.