The #Shapella Upgrade is finally complete! This is a historic moment for ETH!
Do not harbor any illusions, the world of blockchain is inherently full of twists and turns, and scammers abound. Do not gamble everything on a project that you do not understand or have confidence in.
This morning when I was scrolling through Weibo, I saw a joke: "Guys, please stop using Midjourney to draw your first love!" At first glance, it made me smile; then I suddenly remembered my first image I drew using Midjourney, which was to depict the scene when I reunited with my first love in February 2014.
Years have passed, and she has already married and had a baby. It's impossible to go back again. I'm grateful for all the wonderful memories she left me, which have been warming my heart all these years!
Spring has arrived, and the cherry blossoms on the roadside have bloomed, looking very beautiful.
$ARB finally launched an airdrop, but I still have relatively little experience and received little in the airdrop. I should keep my curiosity about new projects!
一次项目调研不充分的教训!
和大家分享一个教训,就是调研项目的时候一定要更深入些,别看表面。有时候便宜不一定是真的便宜。我这次真的是吃了大亏。
最近一段时间lsd赛道火热,我在看数据的时候,以为在链上挖到宝了。几天前的深夜3点,我兴冲冲爬起来清仓了用grail兑换的tnd,全仓买入swise。swise没上cex,但质押的eth排名前4,市值还低的一逼。
操作完,我兴奋得睡不着。接下来几天,lsd大涨,很多小币暴涨,比如chess翻倍了(都还没啥数据呢,swise都质押7万枚ETH了)。我以为我的swise会起飞,但实际上我是亏的。
这段时间,我660u价格卖出的grail涨到了1600u,4.2u卖出的tnd涨到了5.4u,我的swise目前还亏5%。我左思右想不对劲。直到昨天刷到关于lsd的另外一篇文章,文章说swise做得早、有先发优势。但它的质押模式已经落后了,早已止步不前,质押的eth没增长了。也就是说,没有未来了。
这时候,我才知道我以为的捡便宜有多傻!调研不充分,就亏得挺惨的。拿着grail,我还能涨几倍!
关于风口的反思!
1、现实世界的巨大风口是什么?有没有新的风口出现?如何判断?
以元宇宙和人工智能(Open-ai&Chatgpt)为例,两者都是具有世界级影响力的大公司推动的,前者是Facebook all in元宇宙,持续投入数百亿美金;后者是微软计划投资百亿美金,旗下产品全面接入open-ai。
2、具体到区块链世界的操作。
一、是要明确哪些是与风口相关的币种;
二、是格局要大,不要在意一时的涨跌,第一波暴涨反而是好事,说明大资金开始入场了。从以往的经验来看,新风口的热门币种涨幅能达到10倍以上;
三、就像之前AI概念,一开始拉的最猛的是nmr(印象中老早以前就说项目停滞了)、ctxc(垃圾项目,毫无进展)、fet(币安亲儿子)和agix(最纯正的ai股,和agic概念名称也最近,且项目一直在开发中。)但第一波AGIX是最烂的,其他暴涨,这个拉不动,而且类似tvk,一直压着、一直砸盘,甚至砸到ai热起来的价格之前。后面把散户洗没了,拉出10多倍的涨幅。不太相关的或实力比较差的,后面涨幅就比较弱。
In the past week, the broader market has picked up significantly. I hope that the upward trend can be maintained in 2023, come on!