Thinking about the discussion with @ jiujinshan2022 Paris Brother about meme a few days ago, I have also been thinking about how to summarize the meme strategies of different periods. I will briefly summarize my own viewpoint, which may not necessarily be correct. Welcome to give me some suggestions: Meme is divided into pure community disk (emotional disk) and community disk (logical disk) ~~~~~~~~~~· Emotional disk: The characteristic of an emotional disk is unpredictable, as a sudden event triggers emotional resonance, cultural resonance, and other factors that make retail investors pay for a certain IP. The emotional momentum is mainly on Solana, and most of the current P marshals who have achieved big results are in the stage where Solana has the best emotions and explosive liquidity. For example, Pnut Moodeng Goal and others, triggered by a hot event, quickly identified the most promising one among multiple targets, and then large funds entered (multiple small villages joined hands with large ones), promoting the clearance of CEX and breaking through the glass ceiling to obtain the maximum market liquidity, bringing opportunities for participants to become rich overnight. Another obvious trend is the Ai Agent wave led by $ai16z, where institutions even entered the market to take on early retail investors' orders and ultimately achieved top-level liquidity exit through listing on Binance. Trump is a top emotional player, after all, the narrative of the US president issuing coins has too much room for imagination. At that time, people expected Trump himself to own this coin, so FOMO went all the way to 70+US dollars. But it turned out that he didn't mean it that way, so his emotions collapsed directly after passing, indicating that the emotional disk was not successfully transferred to the Zhuang disk. ~~~~~~~~~~~~· Zhuang disk (logical disk) The characteristic of Zhuang Pan is that it is a fully circulated meme (some even partially circulated) planned and initiated by a single market maker (project party) in advance, but due to being launched through the meme platform or without VC investment, it is classified into the meme camp. After Pepe rose to power for a long time, many people didn't know that Pepe had a project team and thought it was purely wild. No! Green Frog also has its own unique style, with a planned development from birth to later stages, and it has never been concealed. Some memes are emotional when they are launched, but after being secretly bought by a single large investor to control the funds, they also become a market share, such as @ MustStopMurad's spx6900 The advantage of Zhuang Pan is that the chip structure of the project is relatively clear, and the banker has the strongest motivation to maintain and develop the project well, which is less likely to lead to the situation of multiple players without water in the emotional market. (ACT is the most obvious counterexample I have ever participated in, where wealthy households don't work and lie flat.) ~~~~~~~~~~~~~ For investors, in order to achieve big results on these two types of memes, either you have strong tool usage ability/extreme patience/sharp sense of smell, such as @ 0xSunNFT @ XXAntiWar, which are big hands that can be seized in the early stages of emotional trading. Either you take the market as a target, honestly conduct background checks, analyze the tone, strength, pattern, and goals of the market makers, judge their possibility of obtaining further liquidity through logical analysis, and get on board at the appropriate position. Recently, the liquidity in the market has been continuously drained by Trump, Milley, and @ pumpdotfun, and the game space of the emotional plate has become smaller, entering garbage time. The big spenders who had previously made money did not enter and took away the golden and silver mountains (their judgment was correct). That's why I decided to give up Solana, the holy land of emotional disks, and instead focus on Bnbchain and Avax, because these two chains have relatively more logical disks and more analysis space. Also, it's because I really can't compete with the 20-year-old P players to see who can endure it and who can handle it quickly, after all, they have already made it to the top. 🤣🤣🤣 My advantage lies in years of project research and logical exercise, which allows me to quickly and accurately judge the strength and weakness of the banker's ability, the size of the pattern, and whether strategic goals can be achieved. That's all. ~~~~~~~~~~~~~~~ In fact, there is no distinction between high and low in investing in memes. Whether it is emotional or logical, it is all about dancing with multiple small villages or a single large village. In situations where liquidity is limited, I believe that finding a rhythm and style that I am good at and improving my win rate is the most important. You are good at early-stage gambling, so if you enter the emotional market at a low position, you can enjoy the information diffusion dividend. If you are good at investing in research, you can study the logical market like me, and study the background and intentions of the market makers. Playing memes requires emotions and resonance with the public, but at the same time, one must maintain a clear mind and not let oneself be carried away by emotions. What did you say? Be a versatile scumbag (compliment)