老戴的漫长季节|4月 14, 2026 08:43
When I was writing the tweet, the lobster had already started pulling, but I still didn't feel like it was a big deal. The main trend hasn't really started yet:
1/The ceiling has been lifted: Binance Life's crazy buying spree essentially completely lifted the valuation ceiling of Chinese Meme. Chinese storytelling is no longer a 'wave of trends', but a return to the big stage.
2/Extremely scarce: Scan the exchange and stack three Chinese targets that enhance liquidity (Alpha+contracts) at the same time. Among them, the market value of lobster is the lowest, which is the most stable logic of filling up the gap.
3/Uniqueness: It is the leading Chinese Meme in this round of AI concepts, and the only Chinese single seedling to have appeared on Alpha since the beginning of the year. Both bloodline and narrative are top-notch.
4/Ultimate expectation: The contract is stable and the spot is not far away. Step out of life, don't step out of lobster again.
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