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.
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 August 25, I have been waiting for the benchmark price of September 1. The naive bottom-fishing position is the starting price of September 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 it to the chain to earn interest.
For example: 1w U is used to purchase SOL, 7800 U of ARB is borrowed, and then sold for USD and transferred to Kamino to earn interest.
Potential income: SOL/ARB exchange rate (based on ARB unlocking decline) + SOL increase of the difference + on-chain interest 5.32% - Binance loan interest 2.01% + Kamino airdrop
Potential risks: exchange rate surge, difference SOL decline, on-chain theft
Variables: Choice of value coins, VC coins, choice of on-chain interest-earning (e.g. scallop is 6%), 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 ecosystem 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 buying or breaking the issue price after the sale. Therefore, I advise everyone to be cautious.
This indicates two things. First, after multiple 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 overall market down and the overall vitality of the Bitcoin ecosystem poor, it is difficult for Fractal to attract more people to participate except Unisat users.
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. BRC 20 will be launched soon after the Fractal mainnet goes online. We hope that the ecosystem will perform better by then.
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