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.
Recommender: Nan Zhi (X: @Assassin_Malvo)
Introduction: On-chain player, data analyst, plays everything except NFT
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The September curse arrived as expected. After clearing out the positions on 8.25, we have been waiting for the benchmark price of 9.1. The simple bottom-picking position is the starting price of 9.1 × (1 - the average decline in ten years) = 58,900 × 94.8% = 55,800 USDT.
When individuals engage in arbitrage and bottom fishing, the plan is to choose bottom-fishing value coins. After buying U, they mortgage and borrow unfavorable VC coins on Binance, and then sell the U to transfer to the chain to earn interest.
For example: 1w U buys SOL, borrows 7800 U of ARB, sells them for USD and transfers them to Kamino to earn interest.
Potential income: SOL/ARB exchange rate (based on ARB unlocking decline) + difference in SOL increase + on-chain interest 5.32% - Binance loan interest 2.01% + Kamino airdrop
Potential risks: exchange rate surge, difference SOL decline, on-chain theft
Variables: the choice of value coins and VC coins, the choice of on-chain interest-bearing (for example, scallop is 6%), and the choice of CEX lending products (see the freshly released analysis article for details).
Recommended by: golem (X: @web3_golem)
Introduction: Bitcoin ecosystem catcher, hair-pulling trainee, player who can never get a hot meal
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Recently, the focus of Bitcoin ecology is still on Fractal. There are many NFTs with pre-Fractal concept and mining machine concept on sale. However, after overall participation, it is found that the imagined wealth effect has not occurred. Most NFT projects have fallen into the fate of no one playing and breaking the issue price after playing. Therefore, I advise everyone to be cautious.
This illustrates two situations. First, after many rounds of iterations, the quality of users in the Bitcoin ecosystem has improved significantly, and there is a higher screening threshold for rough projects that only play with concepts; second, perhaps users have too high expectations for the Fractal ecosystem. In fact, with the market downturn and the overall vitality of the Bitcoin ecosystem being poor, it is difficult for Fractal to attract more people besides Unisat users to participate.
Of course, it may also be that the natural liquidity and breaking circle effect of NFT are not as good as those of homogeneous tokens. Fractal will launch BRC 20 soon after the mainnet goes online. We hope that the ecosystem will perform better by then.
Previous records
August 26
August 21
August 19
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