This new column is a sharing of real investment experiences by members of the Odaily editorial department. 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.
The data on Meme price, market value, holdings, etc. involved in this article are all from GMGN .
Recommender: Bcxiongdi (X: @BCxiongdi )
Introduction : Paper Hand Boy, PVP enthusiast
Share : Recently, several targets with relatively large fluctuations in profit and loss in Trench PVP include: Bonkfire, ZALA, CFX, ART, ETH, etc.
Since I successfully recovered my investment last week, my mentality has improved, and I have become more cautious in my actions. I have better control over the ratio of buying and selling, and most of my profit-taking operations have been relatively perfect.
Worst operation review:
Bonkfire ——I bought 1 SOL at 69k at first, and then sold it at 85k. Seeing that the market was going to go fast, I bought 9 SOL at 500k. I made a profit of 1500 U at one point, but due to the subsequent FUD news, the market plummeted. I made a mistake in judgment and bought the bottom all the way down. In the end, I not only wiped out all the profits, but also lost 1200 U. It directly broke my mentality.
Quant2 —— This is a stock that a kid retweeted on Twitter. Seeing that the market value was only 160k, I bought 10 SOL in it. However, the tweet was deleted soon, so I had to cut my losses and exit the market, with a loss of about 800 U.
Better operation review:
CFX ——A domestic team’s real-name AI trading platform, bought 5 SOLs at an average price of 500k. Through continuous swing operations, the final cumulative profit was about 2000 U.
ETH - A cross-chain ETH to SOL project. 9 SOL were bought at an average price of 600k, and then the position was steadily reduced, eventually achieving a profit of about 1500 U.
Recent summary:
Recently, the overall play of Trench has been rather messy, with no unified and clear main theme.
The emergence of Bonks new platform and Houses strong control conspiracy disk has made the targets more diverse. However, the AI sector is still the most popular direction for players. It is obvious that the expectations for AI on the chain are still high, so there are more opportunities for quick pass disks with AI themes.
In addition, Bonk has already seen two projects with a market value of more than 10 M, indicating that there is still a certain wealth-creating effect, which deserves continued attention.
Recommended by: Ethan (X: @ethanzhang_web3 )
Introduction : The master of eternal profit, the boy who distributes money in all directions
share :
1. As Plume released Q1 data last week, which was generally good, and the RWA sector was ready to move, 5,000 U were added on Monday morning. There is also an expectation for the mainnet launch, but the token economics issued by the project has not been disclosed, so I dare not add more. It is equivalent to building a bottom warehouse. It depends on the community reaction later.
2. I bought the Paperclip Meme on the chain. It is a popular Internet meme, but a bit niche. I bought 10 sols before some of the cars started, and then withdrew after making a small profit of 80%.
The meme market is not hot or cold. It feels like as long as something happens, there are still opportunities for operation. It mainly depends on who is carrying the sedan chair for whom. The secondary market is metaphysics.
Recommended by: Asher (X: @Asher_ 0210 )
Introduction : Mainly play Meme, low-multiple contracts of altcoins (only low-long, not high-short), play blockchain games without buying coins, and try to play BTC and ETH contracts as little as possible (making a profit and losing a profit is too painful)
Share : The overall idea is that BTC will fall in the short term. The two support levels are 91,000 and 88,000 US dollars. A short position has been opened at 94,500 US dollars, and the stop loss is set at 95,000 US dollars on the daily line.
1. Ai16z, the spot I bought before was almost sold above $0.22 in the past two days. I feel that the auto.fun platform does not provide ai16z with good capabilities. I will wait for Eliza V2 to be launched before I can buy it again.
2. INIT. In addition to spot trading, I have recently focused on shorting new coins. I have made a profit and will continue to pay attention to other new coins in the future.
Recommended by: Wenser (X: @wenser 2010 )
Introduction : Abstract Meme Observer, VC Transformation Investigation Team
share :
1. Based on the current market, I personally feel that the mainstream ways of playing can be roughly divided into two types: one is to use the idea of the wool party to brush the airdrops of exchanges such as Binance and Bybit, especially after Binance alpha came out with the points mechanism, real users are still guaranteed to have pig feet rice; the other is the conspiracy plate + concept party on the chain. First, there is a good concept, and then observe the targets within 1M on the chain from 11 pm to 2 pm, and operate in the ultra-short term, and sell no later than 12 oclock the next day. The MCP concept brought by Dark and the Tik Tok meme concept brought by Italianrot belong to this category.
2. Pengu Diamond Hand has recovered a lot of losses. I think there are two ways to make money from similar projects: Pay attention to the fat penguin ecosystem for a long time, sell at high points in batches to stop profits, and build positions at low points in batches. The purchase price will be gradually flattened; according to market sentiment and the trend of the market, Trump’s tariff war caused the market to fall sharply in early April, so it was a bargain-hunting opportunity. Recently, sentiment has been restored, so you can stop profits in batches. Of course, there are still risks.
3. As for others, I personally think that the earlier AI concept stocks are a bit similar to the previous WLD, which is a bit useless. I personally would choose to short them slightly as appropriate.
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