大宇
大宇|Apr 23, 2026 23:44
How will this round of market trend go? How will MEME play? How to translate Actually, each round of MEME is different! In the previous round, there was a frenzy of PUMP, emphasizing the so-called fair launch, high market value of small pools, and crushing quality with quantity, which led to the sentiment of MEME on ETH having nowhere to place due to high launch costs finding an outlet in PUMP. But everything comes at a cost, the cost is an explosion in numbers, tools becoming more and more professional, players becoming more and more PVP, and in the end, everyone loses money, and losing money is the best calming agent - finally there are no more people playing. I have also been thinking about how people will play when the market rebounds and there is a clear bullish trend in the market? What to play? Is it playing VC coins or MEME? 1、 Firstly, I have excluded VC coins Because the value of VC coins in the cryptocurrency circle has been fully falsified, this is not an emotion, but a fact - the value of blockchain is only three things: stablecoins, transactions, and BTC, and nothing else. After all these years of various FIs, they are actually all leek FIs, and leeks are the profit of that industry. But the inertia of the big cut cannot be changed, so as soon as the market rebounds, you can see that the six top players simultaneously launch a certain VC coin, with a protocol income of several million yuan. The token has already been distributed among VC, project parties, and exchanges, and the market value has reached more than 1 billion yuan. It's just waiting for the leeks to take over - and they have worked hard to create a new story, which is really difficult for the project parties who come to cut leeks this wave, after all, the difficulty of finding new stories is increasing, and the stories that have been cut can no longer be cut. The project team has long learned that the value of a token is zero, and there is no need to protect or manipulate the market. It can only be smashed as much as possible, regardless of how or when it is smashed. All that is thrown out is profit. If you receive the income from the agreement, you will buy treasury bond at interest, BUILD? The project team is not leeks, build is just for the sake of interest, which is the most stable. So in this situation, VC coins are unlikely to have a promising future, and neither the project team nor the exchange nor the VC can afford much. The demand for gambling among people will definitely continue, what are they gambling on? 2、 How to play MEME? Why do retail investors play MEME? It's for the sake of winning big with small gains, and the premise of winning big with small gains is not to be too conspiratorial, otherwise retail investors won't be able to get into the car. For example, Binance Life has recently exploded, but there has been very little discussion, indicating that Dazhuang has serious control over the market. No matter how high the control is, it has nothing to do with leeks - and the higher the control, the more intense the market is. It cannot really give people too much reaction and time to get on board. Previously, it was said that only with a village could one make money, but later it was said that PUMP did not have a village to make money. Later on, institutions, big villages, and cattle groups formed a team to work on projects, pulling together all the players, but in the end, it was not successful. At this point, several judgments can be vaguely deduced: 1. SOL MEME is not doing well anymore If we talk about the concept of trenches, for example, it's too mature now, with minefields and meat grinders everywhere. If you try to eat meat with a small fight, you will end up with this meat yourself. This is probably easy for everyone to understand, so don't look at this and that shouting. Just pass all of them, because the person shouting may have already gotten on board in the internal market. When the market value reaches 3 million US dollars, it will have exploded. Isn't there still dozens of robots waiting silently for shipment? The so-called fairness has long been a joke. What are we playing if that's the case? Playing with old coins? DOGE PEPE WIF? That's not right either. One is that the market value is too large and boring, and the other is that they have already experienced a bull market, and what they want to make a profit has already been made. The new round of rise is just a shipping cycle. If SOL doesn't work, what about ETH? 2. ETH MEME is likely to be the new paradigm in this round ETH MEME is not a general term, but a very observable phenomenon starting from ASTEROID. This coin is an old coin, but it can give us some inspiration to judge the future. First, let's take a brief look at its narrative The story has strong emotional energy, and community fans deployed the ASTEROID token on Ethereum in September 2024 (when the Polaris Dawn mission was launched). At that time, no one paid attention and the market value was only a few tens of thousands of dollars, sleeping for nearly 20 months. The special feature of this old coin: Deploy on the day of mission launch, not to ride on hot topics afterwards Sleeping for 20 months, during which retail investors have already come in and out, and the chips have been thoroughly washed away Contract Cleanliness: 0 Taxes, Abandoned Ownership, LP Locked 42 billion total (paying tribute to Musk's 420 memes) It's not an official coin issued by anyone, it's a community initiated coin At the moment Musk replied, this dormant old coin was instantly activated Market value skyrocketed from approximately $50000 to $160M+ One of the most interesting points is that an address 0x5811,80 days ago spent $542 to buy 7.43 billion ASTEROIDs, and sold them all for $405 the day before Musk's reply (losing $137). Today, those coins are worth over 2.6 million US dollars. Did you notice? This is a bit of a true MEME meaning, rather than the banker, big cutter, and institution forming a plate together and waiting for someone to cut it. I used to say that great MEME cannot be 'planned', it must be a natural diamond that suddenly appears. I will post another tweet later to explain specifically what this MEME is. And it's interesting that this project hasn't dropped much in the past few days. It's very simple. SPACEX is going public, starting at 1.5 trillion yuan. Due to low circulation, it may not be surprising to reach 3 trillion yuan. As Musk's official mascot, it will have the opportunity to receive sustained exposure. Even its legal team wouldn't miss this great PR opportunity: to add a story of love and care in the cold dream of a big rocket and space, is there anything more contagious than this? Musk said: Whoever controls MEME, controls the world. I think that from a first principles perspective, this wave of MEME must still be about chip fairness, top-level storytelling, sustained traffic, Musk's influence, and the combination of real events such as the SPACEX listing. From this perspective, you know that all the ASTER coins that are newly released from various angles are not worth paying attention to, whether it is PUMP or BAGS. Those that are missing things are just for the sake of starting a new round and cutting a little bit. If you understand logically, you will agree with what I said. And from this perspective, I mentioned FLORK, and you can easily see from the methodology above: FLORK is a very popular brand, recognized and loved by countless people in Latin America, and its use requires copyright. Currently, this image can be seen on the iOS version of Twitter, and it is the mainstream of FLORK, which is very powerful and has great dissemination power. Twitter chose it as the icon for MEMES because there must be authorized cooperation. Secondly, it can indeed represent MEME. As for some people asking GROK what socks they found, it's a bit funny, indicating that they haven't studied the cultural meaning behind FLORK at all. MEME initially spread culture and emotion, not his mother trenches. Make MEME great again - there is only one way, to return to the essence of MEME, to return to MEME's culture, narrative, and emotional connections. I understand this point, and I no longer care about things like Dragon 2 or Dragon 3. They have all gone bad - when I see something become popular, I immediately open or create a new one. Can I get up? No. Because these imitations are the same as the previous round. And this round, everything will be different! Both targets are expected to be long-term and worth long-term attention. If they fall a little more, more retail investors will get on board, and only then can they form a joint force. ASTEROID 0xf280b16ef293d8e534e370794ef26bf312694126 FLORK Research: Musk updates Twitter, adds MEMES category FLORK 0xce82213c4bae42e1c04880ea64a53eef73e195de https://(x.com)/BTCdayu/status/2047286623893876965? s=20
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