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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BNB ran halfway first, and RUNE and ETH were cleared yesterday.
Can TON be bought at the bottom now? I think not.
(1) What were the fundamentals for TON’s growth before Durov was arrested?
① TON is highly controlled and tokens are concentrated;
② Tg brings a large number of Asian, Latin American and African users, which are core growth for Binance and major exchanges, so the ecology and currency prices have good expectations.
(2) Did the logic of the rise change after Durov was arrested?
① TON just happens to cooperate with Binance to list the coin, at least there are listing fees and Launchpool chips distribution, theoretically the control of the market has decreased;
② Compliance is becoming more and more important recently, and whether CZ will be Restaking is also a question that everyone is looking forward to. So will major exchanges still dare to connect and support a large amount of traffic from Tg?
Therefore, I personally think that the fundamentals of TON have changed and it is not suitable for bottom fishing for the time being.
Recommended by: Wenser (X: @wenser 2010 )
Introduction : Spiritual supporter of Telegram founder, pseudo-scholar of Meme
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Matr1xs MAX has quietly risen back to 0.36, maintaining the previous judgment of 0.5, and waiting for follow-up with a small position.
The TON ecosystem is caught up in the REDO craze, and the Plane paper airplane concept is waiting to be discovered. Old Meme coins such as fish and Toncat can also be kept under attention. For more information, see the articles Telegram founder arrested, more than half of funds withdrawn, will the TON ecosystem suffer a devastating blow? and Aftermath of the arrest of Telegram founder: US-Russia confrontation, industry support, buying coins to show determination, and mass movement .
The subsidy and yield of PYUSD have dropped by about 5%, but it is still a rare financial management option. You can consider brushing it from the path of Solayer+Kamino. Specific operation path (provided by group members):
(1) Advance Sol/U to the Sol chain;
(2) Replace Sol/U with PYUSD (17% annualized);
(3) Deposit PYUSD into Kamino (third phase of points airdrop);
(4) Borrowed out with JitoSol/Bso 1, etc. (interest rate around 1.5%);
(5) Change to Sol (preferably BP) in Backpack/Jupiter;
(6) Deposit Sol into Solayer (6% annualized + expected airdrop).
