之前和大家分享了最近在聚合仓位，今天来list一下我的前十大二级仓位以及他们隶属的板块：
1⃣. $SOL 最大仓位，也是我认为这一轮的 $BETA
2⃣. $JUP + $PYTH 相当于杠杆的 $SOL
JUP 和PYTH 都可以质押，潜在的空投都不错。但是建议每个账号多放一些，太少应该撸不到。 质押的缺点是unstake需要的时间有点久， JUP 30 days; PYTH 7 days
3⃣. $RON ——GAMFI 必有牛市席位，但是目前是哪个游戏最终胜出，下断论还为时过早。但是$RON 无论从资金实力还是已经成功孵化的项目质量都是我认为最稳健和值得期待的游戏公链
4⃣.MEME板块：这一个分歧很大，我选了 $PEPE 但是我觉得WIF也很不错，还有之前亮眼的 $BOME 。我觉得大家选择自己看好的下注或者都买一遍，都可以。
5⃣. AI 板块：这一部分我的大仓位倾向于买更基建更solid的项目，或许涨幅没有那么可人，但是稳健。我选择了 $AR $AIOZ $NEAR
6⃣. 新公链：$APT
这个也已经持有很久了，SUI和APT之中我还是选择了APT。距离建仓也已经翻倍，APT是少有的做好了韩国市场并打开知名度的项目。今年应该还有 stake 的利好
7⃣.RWA： $ONDO 和 $MKR
其实还有Restake板块值得关注，但是我目前没有持有相关的二级头寸。
1⃣. $SOL 最大仓位，也是我认为这一轮的 $BETA
2⃣. $JUP + $PYTH 相当于杠杆的 $SOL
JUP 和PYTH 都可以质押，潜在的空投都不错。但是建议每个账号多放一些，太少应该撸不到。 质押的缺点是unstake需要的时间有点久， JUP 30 days; PYTH 7 days
3⃣. $RON ——GAMFI 必有牛市席位，但是目前是哪个游戏最终胜出，下断论还为时过早。但是$RON 无论从资金实力还是已经成功孵化的项目质量都是我认为最稳健和值得期待的游戏公链
4⃣.MEME板块：这一个分歧很大，我选了 $PEPE 但是我觉得WIF也很不错，还有之前亮眼的 $BOME 。我觉得大家选择自己看好的下注或者都买一遍，都可以。
5⃣. AI 板块：这一部分我的大仓位倾向于买更基建更solid的项目，或许涨幅没有那么可人，但是稳健。我选择了 $AR $AIOZ $NEAR
6⃣. 新公链：$APT
这个也已经持有很久了，SUI和APT之中我还是选择了APT。距离建仓也已经翻倍，APT是少有的做好了韩国市场并打开知名度的项目。今年应该还有 stake 的利好
7⃣.RWA： $ONDO 和 $MKR
其实还有Restake板块值得关注，但是我目前没有持有相关的二级头寸。
Forwarded from EnHeng知识的聚宝殿【All in BNB Wlfi】 (嗯哼 EnHeng)
我很奇怪的一点，做内容分享时要公正客观永远输出自己得东西就行了，就算和交易所合作，也没比较紧赶着交易所得各种公告/声明不停得发吧？
今天的一条时间线是A交易所的好，明天的时间线就是B交易所很好，对我们做交易的真一点儿用没有。
交易员天生其实和交易所是对立面，你有见过散户在社交媒体上会对一个交易所出个什么活动就猛吹牛逼猛夸一个交易所这好那好的么？没有吧?因为我们最终都是在交易所亏钱啊，是个交易所都要被臭骂几句，没有骂声说明就没人用了。
我发交易所东西就两种情况，第一种涉及我自身利益/隐私相关，我会发，帮到我了我夸，损害到我了我挂出来让人看。
第二种就是我一整个粉丝群体都受害了或者受益了，我也会拿出来说，就这两种。
比如我朋友们在本次10.11行情里玩儿USDE受伤了，凌晨立马出了方案，我肯定夸一句有补偿非常好，小交易所就不可能有补偿，说不定直接跑路呢。
但是这一个月高强度刷推，我时间线都已经烂掉了，要一个一个去点不看该用户，我的关注就这么几百号人，已经成这样子了，我都想不明白其他人的时间线又是怎样的光景。
少点儿广告，多点儿真诚。和品牌合作要用共赢的方式去实现，而不是把自己的内容质量降低的同时毁掉自己账号，看你们账号最多的是信任你的粉丝，而不是哪位机构/项目方/交易所 高管。
-熬鹰
今天的一条时间线是A交易所的好，明天的时间线就是B交易所很好，对我们做交易的真一点儿用没有。
交易员天生其实和交易所是对立面，你有见过散户在社交媒体上会对一个交易所出个什么活动就猛吹牛逼猛夸一个交易所这好那好的么？没有吧?因为我们最终都是在交易所亏钱啊，是个交易所都要被臭骂几句，没有骂声说明就没人用了。
我发交易所东西就两种情况，第一种涉及我自身利益/隐私相关，我会发，帮到我了我夸，损害到我了我挂出来让人看。
第二种就是我一整个粉丝群体都受害了或者受益了，我也会拿出来说，就这两种。
比如我朋友们在本次10.11行情里玩儿USDE受伤了，凌晨立马出了方案，我肯定夸一句有补偿非常好，小交易所就不可能有补偿，说不定直接跑路呢。
但是这一个月高强度刷推，我时间线都已经烂掉了，要一个一个去点不看该用户，我的关注就这么几百号人，已经成这样子了，我都想不明白其他人的时间线又是怎样的光景。
少点儿广告，多点儿真诚。和品牌合作要用共赢的方式去实现，而不是把自己的内容质量降低的同时毁掉自己账号，看你们账号最多的是信任你的粉丝，而不是哪位机构/项目方/交易所 高管。
-熬鹰
Forwarded from 我想捡点钱 (taresky)
《币圈 1011 大清算下的赚钱操作》
感谢各位的无私分享，学习了不少技巧。相信下一轮军备竞赛已经开始了，用 AI 简单做个整理 ⬇️
https://x.com/taresky/status/1977938228381704601
感谢各位的无私分享，学习了不少技巧。相信下一轮军备竞赛已经开始了，用 AI 简单做个整理 ⬇️
https://x.com/taresky/status/1977938228381704601
X (formerly Twitter)
𝘁𝗮𝗿𝗲𝘀𝗸𝘆 (@taresky) on X
币圈 1011 大清算下的赚钱操作
币安人生，又追高买单了，在cz在推特上提到这只票的时候我一直犹豫不决，直到涨到一个0.24之后熬不住了，买了一点，接着又突破0.28，直到宣布要上合约，我再一次买到了0.3的大顶，别人可能在借着这个利好出货，而我却傻乎乎的去接盘，上合约是为了多空博弈，根本不能理解为利好，很多时候有了上合约的消息之后，立刻就应该跑路，而非接盘，仅此记录，以防下次再犯
Forwarded from Birds of a Feather
2025 Year in Review
2025 was the most challenging year to navigate since I've started trading crypto in 2020. Challenging not because of drastic volatility (like we saw in 2022), but because of the lack of clarity about what lay ahead of us in the future. This uncertainty acts like an overcast cloud, possibly warning us about an impending storm, but not quite dark enough to know its coming for certain. As such, my HTF views have been low conviction and my faith in consistent cyclicality significantly shaken.
This has translated into a marked change in expression for my portfolio. My average trade frequencies have dropped by 65% since 2024 and 2023, with aggregate portfolio exposure dropping to the lowest its ever been since inception (I am no longer default long the market). Whilst profitable, returns have naturally compressed relative to previous years. I no longer make the claim that crypto is a positive risk-adjusted asset class for speculators. I myself am slowly expanding the investment universe to include equities, but am taking my own time and becoming acquainted with these different games. However, I don't believe that equities are an easier asset class to profit off - I simply want a larger investment universe to optimize expressions for.
Within crypto, I don't think much will change for 2026. We are moving towards a meta where bullshit is called out quickly, obnoxious multi billion dollar TGEs are getting hammered instantly and revenue / value accrual to tokens are prioritized. This is healthy, but will diminish return profiles for alts (When you use multiples valuation methodologies vs thinking something can go to the moon things don't look as optimistic). That being said, I do think we are in for a positive January given how depressed most verticals are.
I don't yet know where BTC will trade at the end of 2026, and will not pretend to guess. Instead I'll see what the market offers me and make the best of it. Wishing everyone a prosperous 2026, with hopes that it'll be better than 2025.
Cheers,
ENAS
2025 was the most challenging year to navigate since I've started trading crypto in 2020. Challenging not because of drastic volatility (like we saw in 2022), but because of the lack of clarity about what lay ahead of us in the future. This uncertainty acts like an overcast cloud, possibly warning us about an impending storm, but not quite dark enough to know its coming for certain. As such, my HTF views have been low conviction and my faith in consistent cyclicality significantly shaken.
This has translated into a marked change in expression for my portfolio. My average trade frequencies have dropped by 65% since 2024 and 2023, with aggregate portfolio exposure dropping to the lowest its ever been since inception (I am no longer default long the market). Whilst profitable, returns have naturally compressed relative to previous years. I no longer make the claim that crypto is a positive risk-adjusted asset class for speculators. I myself am slowly expanding the investment universe to include equities, but am taking my own time and becoming acquainted with these different games. However, I don't believe that equities are an easier asset class to profit off - I simply want a larger investment universe to optimize expressions for.
Within crypto, I don't think much will change for 2026. We are moving towards a meta where bullshit is called out quickly, obnoxious multi billion dollar TGEs are getting hammered instantly and revenue / value accrual to tokens are prioritized. This is healthy, but will diminish return profiles for alts (When you use multiples valuation methodologies vs thinking something can go to the moon things don't look as optimistic). That being said, I do think we are in for a positive January given how depressed most verticals are.
I don't yet know where BTC will trade at the end of 2026, and will not pretend to guess. Instead I'll see what the market offers me and make the best of it. Wishing everyone a prosperous 2026, with hopes that it'll be better than 2025.
Cheers,
ENAS