10月11日大清洗的时候很重要的一件事情就是在观察山寨 主要看的是新币次新 我把新币次新归纳为三种: 第一种,直接上现货的 第二种,先上alpha,alpha阶段价值发现一路拉上现货的 第三种,vc老币,先上alpha,价格几乎没有波动,隔天或者隔几天上现货 这几种里面,横向不同种类进行对比,竖向同一种类不同币进行对比 对于第一种,我的总结是:良莠不齐,选表现最好的重点关注,比如 $ff $bard 等这些一下子反弹涨回来了,而 $zkc $eden 表现就差强人意 对于第二种,我的总结是:操盘控盘,有托底,筹码散得很开,有一定共识,比如 $avnt $hemi ,二级有行情这些也是重点 对于第三种,我的总结是:这种其实是更有野心的,老山寨注入了新的注意力,比如很久之前的 $plume ,前两天的 $wal $eul , $eul 刚上的暂且不提, $wal 表现还是挺可以的,哦哦,还有 $morpho ,这个 $morpho 我刚看到一点印象都没,看了下记录才知道是国庆节3号上的现货,做的是去中心化借贷优化,我那时候应该在专心打狗,印象不是很深😂不过拉开k线看就知道,这几个表现最好的反而是 $morpho ,反弹都快ath了,这种也是重点关注的 简单来说就是,如果后面二级山寨有行情,我的目光会首先放在新币次新不同种类里面最强的那一批里面,当然,如果后续有其他的走强的再重点关注起来
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