逻辑1
crypto 没有社区,只有热点
逻辑2
美国政治和宏观,会是这波行情的主线热点
逻辑3
热点决定方向,上的大所数量决定流动性基础
逻辑4
trump 和 pnut 这两个标
trump的优缺点明显,优点是关系最直接/有明庄;
缺点是不知道这个明庄要怎么博弈,直接浇还是拉一波浇。
安全性考虑,选择了pnut。
近期做的第三笔交易,是 cex 的,慢慢 dca 了一些 pnut 。
理由:
🌟叙事方向
币圈如果还有一波 cex 行情,大概率是美国政策相关,trump 这个标是最直接的,但是市值和4月解锁是很大不确定性,还在观察;pnut 当前市值承接这个情绪似乎更合适。
🌟上所最全
中美两国散户用的最多的 cex 都上了,美国散户的 coinbase robinhood,中国散户的bn和ok 。
如果我没记错,应该是同时上了这些所里,市值最低的标的。
🌟k线
目前看量价,像是吸筹区间。
也不排除低位派发的可能性,所以等右侧突破这个区间回踩,再继续加仓。
所内建仓,纯粹在赌大盘方向,兄弟们跟不跟,还是看自己对大盘判断,我这里只是记录一下操作。
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