This new column is a sharing of real investment experiences by Odaily editorial members. It does not accept any commercial advertisements and does not constitute investment advice (because our colleagues are very good at losing money). It aims to expand readers' perspectives and enrich their sources of information. You are welcome to join the Odaily community (WeChat @Odaily 2018, Telegram exchange group, X official account) to communicate and complain.
Recommended by: Asher (X: @Asher_ 0210 )
Introduction: Low-market-cap copycats, long-term ambush, blockchain games, gold farming, and freeloading
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BTC market, 61500 small long, drop to 60700-60800 add more, stop loss 59600, take profit first see around 66800. Expect a big rebound to let everyone get on board, and then plummet.
Shanzhai: One is BWB, which is currently held. The second phase of Launchpad project subscription will start soon. I expect the price of BWB to soar during this period. It is still expected to be above 1 U in the short term. The second is SOL. BTC fell below 60,000 in the past two days. The price of SOL remained very strong. I am ready to go long around 130, stop loss 119, and take profit 157, 188.
Chain Games/LuMao: The first is Lighthouse. The Lighthouse NFT is priced too high, and the project owner has also distributed a lot to KOLs. Now the price of white tickets in the OTC market has been falling. The second is MapleStory. MapleStory has finally launched a mission, so I recommend doing it.
Recommender: Nan Zhi (X: @Assassin_Malvo)
Introduction: On-chain player, data analyst, plays everything except NFT
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The on-chain meme market has recovered briefly, but it still needs to focus on core concepts. For example, VIVOOK and Trump’s social software TRUTH appeared in the US 627 election debate last night, and today’s concepts such as Nobita and Shizuka centered on Doraemon.
Solana’s latest Blinks deserves special attention. According to the latest news, Solana is not only promoted online, but also promoted at the offline Solana Conference. The focus is not on transactions, but on the interaction with the X platform as the core. For example, there can be interactive games on the X platform, Donate to Trump, etc. It is very likely to be a hit, but it still needs time for Dev to fantasize.
Recommended by: Wenser (X: @wenser 2010 )
Introduction: The exchange has been unloaded, the chain has been cleared, Farcaster is swiping
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Wait for Sanctum to issue tokens in early July to see how this token, codenamed CLOUD, performs. Also, remind everyone to bind your Sanctum personal profile (https://app.sanctum.so/wonderland).
The altcoin market has rebounded slightly in recent days. Solana and TON ecosystems are performing relatively well, although their highs have been halved or close to halved.
The second Bitlayer mining festival is about to start. There is also Mezo's BTC L2 and Kelp for re-staking. If you have money, you can also deposit some.
Today, the small group talked about Web3 games. Personally, I am not optimistic about Web3's "Web2 imitation games", such as FPX, RPG, MOBA, etc. The number of people playing Web3 games is small, so light games are more suitable. Therefore, you can pay attention to NOT imitations such as Hamster, Yescoin, Gemz, etc. You can play the games or not, but you can buy some coins to test the waters.
Recommended by: golem (X: @web3_golem)
Introduction: Bitcoin Ecosystem Catcher, LuMao Trainee
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Ship, ship, ship! (Important things should be said three times) When the market is not good and I am not so good at secondary and contracts, I choose to sell most of my assets and keep a small part to copy other teachers' homework.
I still want to talk about pizza. Under this market situation, the price of pizza can still maintain around 4 U without collapsing, which shows that the chips of pizza have experienced a relatively sufficient turnover, but it does not mean anything at this stage. All the targets of the Bitcoin ecosystem are gambles on a track, but not every bet can be made right, such as atom, seal, nat, etc. When the market crashes, these assets will definitely perform generally, but they may not perform well when the market is good. One reason is that new assets are speculated instead of old ones, and the other is that there are too many "high-quality community assets" waiting in line to pull up the market.
The Lighthouse’s white single cooperation has been publicized too much, and the high casting price has dampened the confidence of many people. For ordinary players, it is not recommended to give up completely. You can have one or two white single numbers to play. The high casting price is actually a threshold, which can screen out many people.
Recommended by: Azuma (X: @azuma_eth)
Introduction: Iron-headed leeks, anti-masturbation master, specializing in pitting the little flower teacher next door
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Recently, I feel more and more that I need to reshape the investment logic for altcoins, especially after taking a closer look at the VC profit and unlocking data of popular projects. I may be more inclined to those that have basically entered full circulation and can still be used. Keep up with projects that even create new narratives. For example, LDO, which has rebounded strongly recently, has a circulation rate of nearly 90%. With the help of Symbiotic, it has also kept up with the Restaking narrative.
I am more optimistic about Blast's performance after the opening in the evening (compared to ZKsync). The market expectations before the opening are relatively low, and there is more room for upward movement; large investors have lock-up restrictions, and the chip structure is better; PUA master Tieshun will definitely design some retention mechanisms, and the data will not drop too badly like the previous "king-level" L2s.
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