This new column shares the real investment experiences of Odaily editorial team members, does not accept any commercial advertisements, does not constitute investment advice (because our colleagues are very good at losing money), and aims to expand 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, holdings, etc., in this article comes from GMGN.
Recommender: Bcxiongdi (X: @BCxiongdi)
Introduction: Paper hands kid, PVP enthusiast
Share: Recently, several targets in trench PVP have experienced significant profit and loss fluctuations: Bonkfire, ZALA, CFX, ART, ETH, etc.
Due to successfully breaking even last week, my mindset has improved, and I have been more cautious in my actions, controlling the ratio of buying to selling better, with most profit-taking operations being quite perfect.
Worst Operation Review:
Bonkfire - Initially bought 1 SOL at the 69k position, then sold at 85k. Seeing the market had a fast pass trend, I chased high and added 9 SOL at the 500k position. At one point, I was up 1500 U, but due to subsequent FUD news leading to a crash, I misjudged the situation, bought the dip all the way down, and ultimately not only wiped out all profits but also lost 1200 U. It completely shattered my mindset.
Quant2 - This was a project that a kid brother shared on Twitter. Seeing its market cap was only 160k, I chased in with 10 SOL, but the tweet was quickly deleted, and I had to cut losses and exit, losing about 800 U.
Better Operation Review:
CFX - A domestic team’s real-name AI trading, bought 5 SOL at an average price of 500k, and through continuous wave operations, ultimately accumulated a profit of about 2000 U.
ETH - A project that bridges ETH to SOL, bought 9 SOL at an average price of 600k, then steadily reduced my holdings, ultimately achieving a profit of about 1500 U.
Recent Summary:
Recently, the overall play in the trenches has been quite chaotic, lacking a unified and clear main theme.
The emergence of new platforms like Bonk and the strong control conspiracy of House has led to more varied targets. However, the AI sector remains the most popular direction among players, and it is evident that there are still high expectations for AI on-chain, thus providing more opportunities for fast pass operations in AI themes.
Additionally, two projects with a market cap exceeding 10M have already appeared on the new Bonk platform, indicating that there is still a certain wealth creation effect, which is worth continuous attention.
Recommender: Ethan (X: @ethanzhang_web3)
Introduction: "Always Profiting" master, all-around wealth distributor
Share:
Since Plume released its Q1 data last week, the overall performance has been good. Additionally, the RWA sector is stirring, and I added 5000 U on Monday morning. There is also an expectation for a mainnet launch, but the project has not disclosed its token economics, so I dare not add more, essentially establishing a base position and will observe community reactions moving forward.
I bought a paperclip Meme on-chain, which is a trending internet meme but somewhat niche. I bought 10 SOL before some pumps and later withdrew after a small profit of 80%.
The Meme market doesn't seem to have hot and cold periods; it feels like as long as something happens, there are still operational opportunities, mainly depending on who is lifting whom; the secondary market is just a matter of luck.
Recommender: Asher (X: @Asher_0210)
Introduction: Mainly plays Meme, low-leverage altcoin contracts (only long, not short), chain games for rewards without buying coins, and tries to minimize playing BTC and ETH contracts (making a profit and then losing is too painful)
Share: Overall, I believe BTC will drop in the short term, with two support levels at 91000 and 88000 USD. I have opened a short at 94500 USD, with a stop loss if the daily closes above 95000 USD.
ai16z - I sold most of the spot I bought a few days ago above 0.22 USD. Currently, I feel that the auto.fun platform has not provided good empowerment for ai16z, so I will wait for the Eliza V2 version to see if I will re-enter;
INIT - Recently, besides spot trading, I have focused on shorting new coins and have made some gains. I will continue to pay attention to other newly launched coins.
Recommender: Wenser (X: @wenser2010)
Introduction: Abstract Meme observer, VC transformation inspection team
Share:
Based on the current market, I personally feel that mainstream play can be roughly divided into two types: one is to brush airdrops from exchanges like Binance and Bybit with a mindset of profit-taking, especially after Binance alpha introduced a points mechanism, real users still have a guarantee of rewards; the other is on-chain conspiracy projects + concept parties, starting with a good concept, observing on-chain targets within 1M from 11 PM to 2 AM, ultra-short-term operations, selling no later than noon the next day. The MCP concept brought up by Dark and the Tik Tok meme concept brought up by Italianrot belong to this category.
Pengu diamond hands have slightly returned some blood. I personally believe that similar projects also have two ways to make money: long-term attention to the fat penguin ecosystem, taking profits in batches at high points, and building positions in batches at low points, which will gradually average the buying price; based on market sentiment and overall trends, in early April, the Trump tariff war caused a market crash, so it was a buying opportunity. Recently, sentiment has recovered, so profits can be taken in batches. Of course, there are still risks.
Other early AI concept targets seem a bit like the previous WLD, somewhat lackluster. I personally would choose to short them cautiously.
Previous Records
Recommended Reading
Ark Invest Releases Bitcoin Valuation Model: BTC Expected to Start at $500,000 Each by 2030
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
