The Truth About MEME - The Most Terrifying Power in the AI Era
(Note: This may be my most valuable article.)
Musk: "Whoever controls MEME, controls the world."
What does he mean by MEME? Are we just trading MEME? No, he means much more than that, although the crypto world’s MEME is 100% included in his definition, such as $DOGE, which should serve as a validation of this, with a market cap of $100 billion being just an emoji—no serious investor could seize this opportunity. (Of course, traditional investors are good at self-deceiving by not investing in what they don’t understand; not investing in what you don’t understand is certainly correct, but never trying to understand is a crime, and pretending it doesn’t matter is just foolishness.)
He tested and got answers about what MEME is, while it took me years to finally clarify some things in these days.
The insights I have are unlikely to come from economists, university professors, or well-known investors; you can only get answers from someone like me, who has gained a life-changing opportunity through MEME, or from someone like the Roaring Kitty from the GameStop saga—this article is definitely not about discussing the value of crypto MEME, because the intrinsic value of various MEME assets is limited, but the essence behind different assets is of infinite value.
1. What is MEME?
The Wikipedia definition is "an idea, behavior, or style that spreads from person to person within a culture."
But that is just a phenomenon; the core/essence is not this.
Think about it:
Why did Musk and DOGE, even related SHIB, reach a market cap of hundreds of billions?
Why did $TRUMP reach a market cap of $70 billion? A height that the Trump family’s generations of efforts in their family business could hardly reach.
Why could Roaring Kitty rally an entire group of retail investors on Wall Street to force a short squeeze on institutions?
Behind this is a kind of "consensus that spreads from person to person."
In ancient times, there were also very powerful MEMEs, strong enough to change dynasties.
Chen Sheng, who shouted "Do nobles have a monopoly on power?" had to rebel because heavy rain delayed his execution. But who would listen to him? He released a MEME. He wrote a note saying "Great Chu will rise, Chen Sheng will be king," stuffed it into the belly of someone else's fish, and at night sent Wu Guang to the temple where soldiers were stationed to mimic the sound of a fox howling, shouting: "Great Chu will rise, Chen Sheng will be king." The soldiers were terrified all night. The next day, they talked about it everywhere, pointing at Chen Sheng.
In that era, soldiers were like new sprouts, not well-educated, and when they heard someone shouting like this, they thought it would definitely rise, so they followed Chen Sheng to rebel.
Who else released MEMEs later?
Li Zicheng was originally a clerk in a county office (not even a civil servant within the system). After losing a document, he was laid off, had no job, borrowed money from others, was reported, and was captured and paraded by colleagues from his former workplace. His wife, Han Jin'er, was also having an affair with someone from the same village. In the end, Li Zicheng killed his wife and the person who reported him and fled.
With such a miserable start, he later became a soldier and fought bravely, and it would have been impressive to just be a centurion. However, he proposed the slogan "No taxes, no grain," at a time when the common people were already fed up with heavy grain taxes. Wherever the King of Chuang went, people followed him. The "Chronicle of the Yu Rebellion" states, "Hungry people from far and near came with hoes, responding like a flowing river, day and night without end, one call could summon a million, and its momentum was like a prairie fire that could not be extinguished."
In the end, Emperor Chongzhen hanged himself on Coal Mountain.
How do you value the phrase "No taxes, no grain"? How much is it worth? How do you calculate PE?
Now, many people who made money in the U.S. stock market look back at the crypto world, where these gamblers are nitpicking words, playing with TRUMP coins, either looking down on them or thinking that they will eventually lose it all.
In fact, they are only half right: the masters of the old era, if they do not understand MEME, will ultimately be defeated by the new world’s mud-legged people.
So, MEME is actually something invisible and intangible, but it can spread among people and generate tremendous, earth-shattering power.
If you understood this ten years ago, you would know how much the BTC MEME is worth.
Of course, it’s not too late to understand it today, and if you grasp this, you won’t envy the soaring price of gold; you will firmly believe that the gold of our generation is Bitcoin, and we and our next generation will reap the greatest benefits from the consensus around Bitcoin.
However, from the perspective of MEME, Bitcoin's current story is still not good enough, its spread is insufficient, and it does not resonate with ordinary people or even creates some negative MEMEs:
- Bitcoin belongs to the U.S.
- Bitcoin is not digital gold at all.
- Bitcoin is just a high-tech stock.
From this perspective, preaching and spreading Bitcoin is something each of us should think about and act upon. Currently, the most influential people in Silicon Valley are preaching privacy Bitcoin. From the perspective of my article today, we should despise this behavior that diverts attention out of self-interest—while also believing that such behavior cannot succeed.
The value of Bitcoin lies in you and me.
2. Why MEME is the Most Terrifying Power in the AI Era
AI is replacing various human labor. The recently popular CLAWD BOT can help you do various tasks on your computer that you would normally do. Right now, it’s still in its early stages, but what about a year or two from now? At that time, companies may not need to hire various clerks anymore; you could just say a sentence from your bed at home, and the computer would start processing emails, replying to emails, and handling official business—this would be a smart assistant; you wouldn’t need to tell it everything, just give it a rough idea.
A funny but very easy-to-understand example: you tell it to check 1,000 beauty accounts on Xiaohongshu and send them all a private message saying, "You are so beautiful, can we add WeChat?" After they leave their WeChat, it automatically adds them and initiates a chat to get to know who they are. If you pick one you might like the most, it helps you book a restaurant she likes, and arranges a car in advance, preparing a "work report" for you when you get in the car.
Scary, right? But it doesn’t stop there. Musk said that in three years, the most powerful surgeons will be robots, making no mistakes, extremely precise and efficient.
Years later, humans will log onto Mars and the Moon on a large scale, where there will be countless new resources and developments, and humanity will become a multi-planetary species.
So, what about humans? How will we position ourselves? What will be most important then? Will we still need to memorize knowledge? Perhaps not; humans will only need to master some general knowledge, and humans themselves will be like a directory—whatever knowledge you need, AI can retrieve it for you immediately—even brain-computer interfaces could help you sort it all out.
This will lead to a terrifying increase in productivity, and all existing valuation models will need to incorporate AI variables.
Think about it now: an 80-year-old man who retired 20 years ago, after retirement, used a non-intelligent method, sitting at the village head with other old men basking in the sun. If you tried to tell him how enormous and even terrifying the changes on Earth have been in these 20 years, it would be extremely difficult—almost impossible to convey, and he wouldn’t be able to understand.
Now think about the future: in the next 20 years, if we do not keep up, we will be like that old man sitting at the village head, no matter how hard we try, we won’t be able to keep up with the times, just like a worm living in the future.
When AI completely changes productivity and production relations, the ways people connect, communicate, and combine will also change. But what remains unchanged?
The most important point is that even if we talk about AGI now, it still has no emotions; they are still tools, but humans have emotions. Are emotions valuable?
A mother who sees her child about to be bitten by a beast will burst forth with immense courage to protect her child.
Countless netizens who see this mother’s act will be moved to tears and will very much wish they could help her.
The emotions of such people, the emotional connections between people, are the fertile ground for the growth of MEME.
AI is a tool, so what do we want these tools to do? Do we want them to rule us, or do we want to rule them? The consensus of everyone must be that we rule and make good use of them.
As long as we remain the masters of the AGI era, my thoughts and emotions will become the most precious things, and if these thoughts and emotions converge, they will become the most powerful force in the AI era—because these thoughts and emotions are the levers that mobilize all strength.
Musk said: We must make humanity a multi-planetary species.
This is MEME.
This MEME has driven countless of the smartest engineers and university students to frantically send resumes to his company, and they pick each person as if they are the best of the best.
Musk said: Survive to the next decade, don’t die from stupid things; AI will give your lifespan escape velocity.
This is also MEME, making people more willing to invest crazily in the AI medical field.
Sam said GPT will achieve AGI soon, and this is also MEME; with this, all the massive investments have the most reasonable motivation.
3. Understanding the Value of MEME in Investment
In the AI era, the top people will still have the opportunity to obtain the best resources earlier; everyone will want to earn more money to gain greater AI leverage.
And in the AI era of investment, or rather the investment of the new era, understanding MEME will be an important part of it. The method of calculating profit margins with pen and paper is good; it allows us to grasp value, but it is no longer enough.
Look at Pop Mart, GME, Tesla, SPACEX; the rise and fall of these companies, in the calculations of value investors, may seem interesting at certain price points, but they cannot earn all the money— they adhere to their investment principles, and I have nothing to criticize; that is correct. However, I want to know how to value using a new system.
Is a 200x PE for Tesla good? Should we look at it through the lens of growth stocks? How much growth is needed to balance this PE? What if we look at it from a different angle?
Why are leading companies stronger? Is it because of monopoly? Is it possible that it is simply because being a leader brings the backing of consensus?
In the MEME play of the crypto world, it is a very small sample training of the real world. When you study the relationship between the chain of emotional consensus and economic value, the subjects you study are only 30,000 to 300,000 people, but if you play in this for a long time, you will know how much consensus is worth; this is also a way of valuation.
Just like, how much is TRUMP worth? How much was it worth when it was first released? How much was it worth three days later at its peak of spread? How much is it worth when viewed over a longer time?
Every link is very clear, and there is a certain internal model in place; this is why some addresses that made billions of wealth on TRUMP show some astonishingly similar rhythms in their buying and selling.
Waiting for the BTC sell orders to be consumed, waiting for the rise, waiting for new stories, waiting for the upward spiral of new stories and value.
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