K三 凯|Oct 18, 2026 09:01
When the new narrative comes, do you believe it first or fud?
There has always been a phenomenon in the cryptocurrency market that is worth pondering: every time a new mechanism is introduced, it is often the people who believe and participate first who end up in the market. When the market starts to FOMO, it is almost the peak period of dividends.
There may be survivorship bias, but the stories told by those who end up in the mines will always be sexy. When new mechanisms and narratives emerge, it is important to study them first and not wait for prices to rise before making up for the missed lessons.
recently http://Four.Meme I think TapeFour, which collaborates with TapeOut, is worth following this approach.
Give an example that is not entirely rigorous but easy to understand:
In the past, when buying Meme by scanning dog links, I was buying pre printed finished cards and waiting for others to offer a higher price to take them away; TapeFour first sells you the parts for assembling the "card printing machine", and then sends you the cards (memes) gradually after the machine is installed.
Specifically, it has three core mechanisms.
One is to sell the parts first, not the coins directly.
The four mechanism sells transistor NFTs in the internal market at a fixed price, which can be bought and sold before graduation, with a 1% handling fee for each transaction. It eliminates the traditional meme design of "buying earlier, the cheaper the unit price", and everyone's competition has become about how many parts to take and how long they are willing to bear the capital occupation.
The second is to turn most of the tokens into the future output of mining machines.
After the transistor is sold out, 5% of the 1 billion tokens will enter the liquidity pool with the raised funds, and 95% will enter the mining contract. Combine every 5 transistors into a mining machine and gradually receive tokens.
That means you are not only trading coins, but also having the qualification to receive coins in the future. The mining machine itself can also be transferred, which adds an extra layer of pricing to the market.
The third is the acceleration of burning coins for exchange.
Payment and destruction of project tokens can result in a limited time 2x acceleration. It has the opportunity to convert a portion of the selling demand into reinvestment, but if everyone is no longer optimistic about the future coin price, the attractiveness of acceleration will also decrease.
So my view on TapeFour is that it transforms a one-time opening transaction into a continuous game around output, cost recovery, and reinvestment. This may prolong the participation period or simply spread the concentrated selling pressure over a longer period of time.
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