把一些小币都清了一些,感觉要等他们做好,需要极大的运气和耐心 把 $fair 减仓了 1/4 ,等后续跌下来再看,我对于agent vc 的可扩展和目标用户规模存疑 加仓了 一点 $bracky ,还比较喜欢他们团队的构建思路,但是也感觉没有那么容易 过去30天,我在 @clicker 收益已经从 ﹢10k ,变成了 - 3k ,除了大盘的因素外,动的比较多也是一个原因。
还是把之前在 0.06 买的 $zora 清仓了 目前持有最大的仓位的是 $sign ,接下来可能是继续买入 $clanker 和 farcaster 生态代币 当前买入少量的代币有: $fair (4%) $i (-13%) $dau (-23%) $bracky (-14%) $cody (-22%) $dat (-45%) 最近是真的难玩,亏损的居多。
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