比如举个我自己前段时间犯的错,我做空了deep,这也是我最近几个月空单里表现最差的一个。 当时所有都在跌的时候就deep不跌,跟sui一样稳,后来cetus出了黑客事件之后跟着sui一切跌了,我赚了一点就跑了。 当时空的逻辑是因为听说sui的生态激励和LP激励很多都是拿deep来给,觉得生态项目方拿到肯定会卖,然后估值也很贵,fdv有20亿了,赌一波盘面稳不住。(这已经算是很贵的“垃圾”了) 上面的做空逻辑是不是听起来还挺说得通的? 但我忽略了一件事,sui是有强庄的(算是“黄金”),deep的交易对的右侧资产就是sui,还是人家自己印的。 我空什么不好,空一个有强庄,强庄还能自己印右侧资产的币。 其实跟美股为什么能长年涨是一个逻辑,美股的“庄”某种程度上都是自己印右侧交易对的。
做多就要找最好的标的多,而相反,做空就要找最垃圾的标的做空,做对了就是简单模式。 最忌讳的事情就是: 在垃圾堆里好不容易找到金子了,然后你觉得这个金子价格好贵啊,决定做空,然后看到旁边的垃圾都跌了90%了,好便宜,决定做多。 你觉得金子贵可以不买,但建议你别空,因为当流动性回来的时候,在一堆垃圾里资金首先冲的就是这些金子,而至于垃圾,是10块一斤还是1毛一斤,你愿意买,项目方都会卖给你。 虽然如果你择时好,以上方式的确可能让你赚钱,但交易本来就够难了,能选简单模式为什么要选困难模式。 以上的话送给喜欢做空btc、hype、aave、fartcoin、sui和专爱捡破烂买的朋友们😅
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