Arbit uni @UniArbit
Joined June 2023-
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今年如果没有新热点，就是玩下面这些币了 AI： $FET $AGIX $OCEAN LSD： $LDO $FXS $FIS $SSV 存储： $BLZ $AR $FIL ZK： $IMX $LRC $MINA
make Algorithmic stablecoin great again $TRU :前段时间币安铸造了 $TUSD $LQTY $LUSD 币安刚刚上线 $CRV :即将推出 $crvUSD $AAVE :即将推出 $GHO $FXS: $FRAX 还剩下的算法稳定币 $SPELL： $MIM 激进上CRV的 $MKR: $DAI 最早的 $DPX: $RDPX 看到1000倍有前途 $STALK： $BEAN 真正可以PK $USDT
卡尔文·柯立芝： 世界上没有任何事情比坚持更重要，才能没有那么重要，怀才不遇的人随处可见。天才也一样，一事无成的天才比比皆是。教育也没那么重要，受过教育的废物充斥着这个社会。只有坚持和决心才是无所不能的。 早安。
抄底币种还是那两个，OP、ARB，以及其生态币种，可能有人会问何时抄底，没人知道何时抄底，建议定投。短线操作建议还是观察比特币在反弹周期，参与山寨热门币种，赚钱就跑，不要格局。
《怎么抓住zksync项目机会——基于arbitrum和optimism的分析》 TL;DR 整体生态项目的机会主要来自两个因素：像op一样，自己做矿，给协议生态挖 像arb一样，gmx带起来，培养生态项目然后爆发 $grail $rdnt $gmx $arb $op $velo
arb的经验： 前期GMX成就了Arb，同时Arb项目方BD较多，开发者活跃，后期围绕GMX也有一系列的生态
现在己经是六月份了， 上半年也马上结束了， 山寨币除了1-2月份有一波表现， 一直在调整， 现在应该是考虑布局的时候了。 今天早上已经说了三个板块， 以太质押，arb生态，brc20三个板块值得关注。 我选了ldo,mask,rdnt三个币进行跟踪。 还有一个板块次新币， 要选市值小的， 没被市场充分炒作的币。
很久没发推了，持续关注 fxs 发L2 gmd生态 gnd gha 3架马车，tig 一个新型perp 具体要看收益 ，aura快上arb了，项目方先死个妈。
正好借此回顾一下上半年： 1. Arb链上生态，在发币前夕开始爆发，出了不少10X的代币，比如神剑 2. 上海升级+LSDFi,交易所的代币2-5倍的（ldo，op，ssv），链上的（USH甚至有接近百倍，zero，lbr） 3. 香港概念，cfx 4. BTC二层，rif和stx 5. blur空投 5. ordinals铭文和nft 6. arb空投 7. sui打新
正好借此回顾一下上半年： 1. Arb链上生态，在发币前夕开始爆发，出了不少10X的代币，比如神剑 2. 上海升级+LSDFi,交易所的代币2-5倍的（ldo，op，ssv），链上的（USH甚至有接近百倍，zero，lbr） 3. 香港概念，cfx 4. BTC二层，rif和stx 5. blur空投 5. ordinals铭文和nft 6. arb空投 7. sui打新
坎昆升级——延期到年底，最大利好受益L2板块，爆发时间可能会相应延后，而L2中最新发币的 $arb 及其生态上币短暂拉升后一直处于下行盘整阶段，整体走势较为强劲，非常看好其在坎昆升级轮的表现。
目前数据表现OP的生态确实不如ARB，差距肉眼可见，但叙事上如果OP→OP Stack→OP Super Chain这条路能够走通，相比于ARB就是降维打击，等比收益也更高，所以如果买OP，本质上就是在赌这条路，但既然是【赌】，就要重点考虑抗风险，理智的投资没有非左即右，逻辑摆在这里，根据自己的偏好和资金体量选择
有一个细节需要注意，昨天Circle宣布原生USDC已上线Arbitrum网络，所以现在arb生态里有两个USDC： 1、USDC，Circle原生 2、USDC.e，原来的USDC 但是目前arb生态里的很多项目还没有支持Circle原生USDC，比如用stargate跨链时是无法识别新USDC的，大家需要兑换为USDC.e才可以被识别
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