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#Claudia‘s Notes

如何做投研?资深分析师们今年看好哪些赛道?

昨晚的Space回放已经超过了5000人,结束后还有很多人在回味。后台有很多人在DM我出一期回顾,今天我整理了前半段(没被炸前)的Quick Notes,供大家参考。
@CynthiaLou6

1. 投研先分板块,看技术路线进展,按价值轮动规律做。板块重要性高于alpha。从正确的板块里找alpha。大资管,不在乎小容量的alpha,要赚到的是行业以年为单位的beta。最难的是分配板块资金、完成板块切换。
2. 公链主要价值:#稳定币#借贷#DEX#NFTFi。因为最重要的杠杆就是稳定币、权益代币、LP pair。

3. 团队:路径依赖不好,赛道三天不看就很难跟上了。跟踪某个赛道每天的变化,知道这个赛道要起来了。团队每个人负责跟踪一个角落,这是团队的意义。
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