汐|Sep 08, 2026 03:39
Some narrative formulas for playing Memecoin | Taking Robinhood as an example
Combining with the recent popular Meme Pons cashcat Meme AI $Bull $Hakimi Let's analyze and dissect what makes up a popular Meme:
Abstract live action (nonsensical/brainless): Pons cashcat (cat meme, the more you look at it, the more bizarre it becomes, the more viral it spreads, and zoo attributes are the easiest to spread). pons chart: https://gmgn.ai/robinhood/token/xixi_0x39dbed3a2bd333467115de45665cc57f813c4571
Emotional opposition (anti authority/taunting): $Niulai (the combination of individual investors' extreme desire for the bull market and self mocking anxiety), $Hakimi (the psychological resonance within the circle to the specific stem culture, the Tiktok Tiktok second creation culture, and the derivative Gugugaga, which is close to the penguin I am blunt). $Niu Lai chart: https://gmgn.ai/bsc/token/xixi_0xbeea1d618e533a387d941f58a7d4c9b7bd377777
Breaking through barriers and spreading (short essay/across age groups): Can you explain it clearly in one sentence? Can you understand in seconds after 05/10? What does Z era like? Learn more about what young people like
Cognitive threshold (must be extremely low): No need for complex DeFi logic, understanding only takes 1 second. In addition, iq0 and iq200 are the best. The former is easy to get rich (negative) by blindly buying, while the latter is easy to escape (take over) by rational analysis, compared to normal players ..
Platform endgame (Robinhood/CEX logic): Similar to MEME or AI that can climb to the top of Robinhood, the narrative bottom layer must be the global level Web2 culture/AI cross-border consensus, which is ultimately taken over by the compliance pool.
Consensus is just the result, and speculating on Meme is essentially a precise synergy between traffic and funds:
Self media: Creating emotional fission (X/TG/TikTok).
Chain Detective: Penetrating DEV associated addresses, monitoring Smart Money, filtering mouse traps. (For example, tracking smart money on the chain: https://t.me/gmgnaibot?start=i_xixi )
Market making/trading: Pull the market at key nodes in the DEX speed pool to create a "money making effect" and amplify consensus.
Three rules of survival on the chain:
Stacking up does not equal explosive products: there should be more elements, but the main storyline should be extremely clear.
Stay away from outdated thinking: Old OG coin enthusiasts tend to read whitepapers more, while the new generation (post-05/10 Z era) only focuses on whether it's fun, whether they can participate, and whether they feel satisfied.
AI automation empowerment: 2026 is the TGE era of AI embodied intelligence and automation, where attention consumption is extremely fast and reaction speed is more important than analytical ability.
Twitter Extension: Meme's Next Stage and Final Reflection
1. Evolution of narrative carriers: from "images/animals" to "AI embodied agents"
Memes from the past to the present, from static images like Doge Pepe to dynamic videos like Pons cashcat and emotional slogans like 'Niu Lai' and 'Hakimi', are essentially passive narratives that rely on community handcrafted creativity.
The future Meme: AI driven live IP. Robinhood and the crypto market's crazy hype about the concept of AI is essentially due to the ability of AI agents to "spontaneously create memes, post independently 24 hours a day, and interact autonomously on the chain". AI is not just about storytelling itself, AI has become a DEV. (Of course, there have been times before where old wine was bottled in new bottles)
2. Transfer of Attention Pricing Power: The "Reverse Vampire" of Web2's Top Traffic Battlefield
In the past, it was Web3 that created memes, but now the lifeline of the popular Meme depends entirely on the penetration rate of Web2:
·TikTok's 15 second short video featuring cashcat like internet famous animals.
·Subcultural explosion on Reddit/Discord.
·Algorithm recommendations on X/YouTube.
Judgment criteria: If a Meme can only be spread within an encrypted Telegram internal group, the maximum market value is between $5M and $10M; Only by seamlessly integrating into the daily feed streams of Web2 users can we have the opportunity to reach the ceiling of $100 million+. Here are more market value analyses of reference citations:
(1) The money earned from 10k to 500k is from various groups, communities spreading and receiving orders from each other, and small car drivers following orders.
(2) The money earned from 500k-3m is the money from several KOLs spreading to each other and the front FOMO following orders.
(3) 3m to 10m is the sum of money pushed by major KOLs, which briefly boosts the value of small speculative funds.
(4) 10m to 50m is strongly endorsed by celebrities, pushed by KOLs collectively, and endorsed by official institutions, earning timely money from the information dissemination chain.
(5) 50m~300m, The formed community, strong consensus in the short term, and constantly rising FOMO sentiment have led to major market makers taking action. You need to earn money before major favorable events such as being listed on the exchange are implemented.
(6) 300m~2b, You need to earn money from the secondary market and outsiders.
(7) 2b~10b, This is already an area where major institutional market makers are trading with each other, and it depends on your perspective.
To put it simply, the various forces of the Golden Dog that can scale up are indispensable, it's just a matter of height. If you want to catch a hundredfold, you can play 10k to 1m without any problem, but it's a matter of earning more or less. Everyone has their own way of playing. But you need to be clear about who you can earn money from the coin you buy, and sometimes don't overthink it.
3. Cross generational cultural gap: The "sense of meaninglessness" and deconstructionism in the Z era
Old token circle members (born after 80/95) who speculate on Meme often try to find "logic" and "resistance value" (such as resisting VC and WallStreet).
The soul of the new generation of players (born after 00/05/10) is' Absurdism '. They have been living in information overload and short video fragments since childhood, and are naturally immune to "grand narratives".
For them, illogical is the greatest logic, and not explaining is the best explanation. The more inexplicable and seemingly cerebral palsy symbols are, the more they can become social tokens for them to showcase their personality and hedge anxiety.
Conclusion:
Meme is not the edge tumor of cryptocurrency, it is the ultimate form of attention economy on blockchain.
Previously, we used the perspective of value investing to apply Meme, so we often fell short; Now we need to re-examine each token from the perspectives of popular culture consumption, traffic market making, and Z/Alpha generation sociology.
Let go of arrogance and embrace abstraction. ”
Some links, please feel free to take them yourself:
GMGN Smart Money Tracking Tool (popular among Chinese car owners): https://t.me/gmgnaibot?start=i_xixi
FOMO Smart Money Tracking Tool (commonly used by foreigners): https://fomo.family/r/EqualBlackKrill
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