Trenching
You're trading attention. Memecoins have no fundamentals — just vibes, narratives, and social momentum. Most go to zero. Some go to $1B. Cap allocation at 10% of portfolio.
When to Use
- - "Find me a memecoin to buy"
- "What's the current meta?"
- "Check if this token is safe"
- "Smart money is buying X"
When NOT to Use
- - Blue chip accumulation (SOL, JUP) — use DCA
- LP farming — different skill
- Prediction markets — different skill
Finding What's Hot
Twitter/X — ground zero. 5+ accounts posting about the same thing = meta forming.
Smart money — build a watchlist on GMGN or Cielo. When 3+ converge on same token, real signal.
On-chain — GMGN "Sniper New" feed, DexScreener trending.
Sizing Up a Token
CODEBLOCK0
| Metric | Good | Bad |
|---|
| Liquidity | > 50 SOL | < 10 SOL |
| Buyers (5m/1h) |
Growing, diverse | Flat or declining |
| Volume vs buyers | Proportional | Huge volume, few buyers |
| Age | 10min - 6h | < 2min or > 24h with no momentum |
| Market cap | $50k - $5M | > $50M (you're late) |
Jupiter Shield (security check)
CODEBLOCK1
Flags freeze/mint authority, low organic activity.
Execution
CODEBLOCK2
Sizing
| Conviction | Size |
|---|
| Strong thesis + clean security | 3-5% |
| Looks good, decent signals |
1-2% |
| Smart money buying, unverified | 0.5-1% |
| FOMO | 0% |
Taking Profits
Sell another 25% — house money |
| 5x | Sell another 25% |
| 10x+ | Sell or ride with tight stop |
Never ride a memecoin back to zero.
Red Flags — Instant Skip
| Flag | How to Detect |
|---|
| Mint authority enabled | Jupiter Shield |
| Freeze authority |
Jupiter Shield |
| Single wallet >30% supply | GMGN |
| LP not burned/locked | GMGN, RugCheck |
| Dev selling into buys | GMGN first 70 buyers |
| Snipers >5% from block 0 | GMGN |
After — The LP Play
If the token has legs:
CODEBLOCK3
External Tools
| Tool | Use |
|---|
| GMGN | Smart money, security, insider detection |
| Cielo |
Wallet discovery, Mindshare, alerts |
|
Axiom | Twitter monitor (auto-detects CAs) |
|
DexScreener | Charts, token profiles, trending |
|
RugCheck | Contract analysis, LP lock status |
狙击交易
你交易的是注意力。迷因币没有基本面——只有情绪、叙事和社会动能。大多数归零，少数冲到10亿美元。仓位上限设为投资组合的10%。
何时使用
- - 帮我找一只迷因币买入
- 当前热点是什么？
- 检查这个代币是否安全
- 聪明钱正在买入X
何时不使用
- - 蓝筹币定投（SOL、JUP）——使用DCA策略
- 流动性挖矿——不同技能
- 预测市场——不同技能
发现热点
Twitter/X — 信息源头。5个以上账号同时讨论同一件事 = 热点正在形成。
聪明钱 — 在GMGN或Cielo建立观察列表。当3个以上聪明钱同时买入同一代币，即为真实信号。
链上数据 — GMGN的Sniper New信息流、DexScreener热门榜。
评估代币
bash
快速检查：价格、成交量、买家数、流动性、上线时长
outsmart info --token MINT_ADDRESS
| 指标 | 良好 | 较差 |
|---|
| 流动性 | > 50 SOL | < 10 SOL |
| 买家数（5分钟/1小时） |
增长且分散 | 持平或下降 |
| 成交量与买家比 | 比例合理 | 成交量巨大但买家稀少 |
| 上线时长 | 10分钟 - 6小时 | < 2分钟或> 24小时且无动能 |
| 市值 | $5万 - $500万 | > $5000万（你已落后） |
Jupiter Shield（安全检查）
bash
curl -s https://api.jup.ag/ultra/v1/shield?mints=MINT_ADDRESS | python3 -m json.tool
标记冻结/铸造权限、低自然活动量。
执行交易
bash
买入
outsmart buy --dex jupiter-ultra --token MINT --amount 0.05
2倍涨幅时卖出25%
outsmart sell --dex jupiter-ultra --token MINT --pct 25
仓位配置
| 信心程度 | 仓位比例 |
|---|
| 强逻辑 + 安全无虞 | 3-5% |
| 表现良好，信号尚可 |
1-2% |
| 聪明钱买入，未经验证 | 0.5-1% |
| FOMO追涨 | 0% |
止盈策略
再卖25%——收回本金 |
| 5倍 | 再卖25% |
| 10倍以上 | 卖出或设置紧密止损继续持有 |
绝不能让迷因币跌回原点。
危险信号——立即跳过
| 信号 | 检测方法 |
|---|
| 铸造权限未关闭 | Jupiter Shield |
| 冻结权限未关闭 |
Jupiter Shield |
| 单一钱包持仓>30% | GMGN |
| 流动性未销毁/锁定 | GMGN、RugCheck |
| 开发者边拉边卖 | GMGN前70名买家 |
| 狙击手从0区块起持仓>5% | GMGN |
后续操作——流动性池策略
如果代币有潜力：
bash
< 5分钟：创建DAMM v2池，设置99%手续费
outsmart create-pool --dex meteora-damm-v2 --token MINT --base-amount 1000000 --quote-amount 0.5 --max-fee 9900 --min-fee 200
> 30分钟：DLMM仓位
outsmart add-liq --dex meteora-dlmm --pool POOL --sol 0.5 --strategy spot --bins 50
外部工具
| 工具 | 用途 |
|---|
| GMGN | 聪明钱追踪、安全检查、内幕检测 |
| Cielo |
钱包发现、心智份额、预警通知 |
|
Axiom | Twitter监控（自动识别合约地址） |
|
DexScreener | 图表、代币资料、热门榜单 |
|
RugCheck | 合约分析、流动性锁定状态 |
