Author: danny
Are you still fixated on CZ or He Yi's Twitter, nitpicking their words to chase after the "土狗" (dog coins)? If so, you might have become "biofuel" under this top-tier Meme conspiracy. This article references an unknown blogger's Meme Cone Theory, revealing the "hellish difficulty" faced by retail investors under a manipulation rate of 82.8%. The "golden dog" in the eyes of retail investors is merely a scythe precisely fed by scientists on a rapid battlefield of 0.45 seconds.
What’s even more exciting in this article is the interpretation of Binance's management's "playing along" — how CZ and He Yi turn helplessness into a conspiracy, channeling the chaotic word traffic into a top-tier financial funnel that is self-produced, self-sold, self-circulated, and self-settled within the BNB Chain.
While the public is engaged in a game of foolishness, the giants are reshaping sovereignty through hardcore technological infrastructure and retail-friendly mechanisms. This is an arms race that begins with Meme and ends with infrastructure.
Broaden your perspective and escape the doomed cone bottom. The crypto ecosystem is not limited to Meme!
The real Alpha is not in the words, but in the ecological infrastructure, stablecoins, and the game of RWA that carries trillions of traffic.
I. Meme Cone Theory: Deconstructing the "Hell-Level" Game Dilemma of Retail Investors
This article proposes a Meme Cone Theory based on a three-dimensional coordinate system. This theory attempts to explain why the vast majority of Memes are destined to be scythes that harvest retail investors, rather than vehicles for common prosperity. (For Meme Cone Theory, see: Why Does the Meme You Buy Only Drop? — Deconstructing the Growth Spiral and Volume of Memes Using First Principles)
1.1 The Three-Dimensional Geometry of Wealth Cones
The vitality and valuation of Meme assets are determined by three core dimensions, which together form a geometric body:
X-axis: Represents the core point of the Meme, origin story (such as Doge's tipping culture, Pepe's sad frog totem), and the richness of community secondary creations.
Y-axis: Propagation potential and node network. It relies on node hierarchy: from super nodes (like Elon Musk, CZ) to secondary nodes (Alpha Callers, KOLs), ultimately reaching terminal nodes (retail investors).
Z-axis: Capital flow and liquidity depth, representing the real money injected into the system, i.e., the thickness of market capitalization and liquidity pools.
At the singularity of Meme birth (t=0), the low point of the cone, the narrative has just begun to sprout, and the nodes are limited to an extremely core small circle or insiders, with very low funding at this time. The geometric properties of the cone (and x*y=k) determine that near the low point, a minuscule amount of capital injection (Δz) can lead to a dramatic rise in price (height). However, as the Meme spreads, the process of the cone extending upwards is actually a process of the bottom radius continuously expanding.
Market makers and manipulators industrially elevate the Y-axis (buying KOL shout-outs) and Z-axis (fake trading pump) in a very short time, but the X-axis (real community narrative) is almost zero. Once the capital injection on the Z-axis stops, due to the lack of bottom support from the X-axis, the price will not slowly retreat but will experience an instantaneous collapse.
Retail investors face "hell-level difficulty" because when they see a certain token flooding Twitter, that token has often already completed the "accumulation-pump" phase and entered the "distribution" phase, while retail investors mistakenly believe they are at the halfway point of the "cone."
1.2 82.8% Manipulation Rate — You’re Only Receiving Scythes
According to an academic-level on-chain report from 2025, the Meme market has evolved from early "lottery-type" speculation to "casino-type" fraud.
Research papers show that among all high-performing Meme tokens with returns exceeding 100%, an astonishing 82.8% exhibited clear signs of artificial manipulation. This means that the "golden dog" in the eyes of retail investors is, nine times out of ten, a carefully designed trap.
Retail investors in the Meme market face a comprehensive dimensional reduction attack in terms of information, technology, and capital: candlesticks are painted, trading volumes are faked, the number of holders is false, propagation paths are monetized, and even narratives are borrowed.
II. Playing Along: CZ and He Yi's "Word Hunter"
The phenomenon of "nitpicking Twitter words" is the most controversial "guerrilla warfare" of traffic in BNB Chain Meme in January 2026.
From the outside, it may seem like CZ or He Yi's "helplessness," but from a business and traffic perspective, isn’t this also a form of "playing along"?
Just as you cannot avoid going out because you fear a car accident, you cannot refrain from tweeting because your posts might be Memed. When retail investors and scientists focus on every word (even an emoji) from CZ or He Yi's Twitter to create Memes, the best approach is not to stop it (as that would be futile), but to coexist with it.
This coexistence manifests on two levels:
Actively incubating and carrying traffic: In January 2026, the BNB Chain Foundation even publicly displayed its wallet address, directly purchasing several popular projects that graduated from Four.meme (such as Binance Life). This indicates that the official understands: rather than stopping this chaotic Meme behavior, it is better to legalize and officialize it, turning it into bait to attract external liquidity.
Conversion of playing along: You nitpick my words to issue tokens, and I will provide you with the fastest settlement and the most fundamental liquidity support. The official knows that Memes cannot last long, but as long as users inject money into the BNB Chain during the "nitpicking" process, that money will ultimately flow to Aster, Pancake, Lista, and Binance's main battlefield.
Thirty-Six Strategies Under Traffic Hijacking
Every Meme that instantaneously emerges from a word by CZ essentially announces to the entire network: BNB Chain has the highest heat, the most retail investors, and the fastest response. This stands in stark contrast to competitors in an environment of liquidity scarcity and a sluggish crypto market.
CZ and He Yi are well aware that Twitter is the birthplace of Memes. No matter what content they publish: ambiguous? Suggestive? Even irrelevant tweets? They will all become the basis for over-interpretation by those with ulterior motives. They have also tried to stop this over-interpretation, but the facts have given them a resounding slap in the face.
At this point, if I cannot stop it, can I use it to my advantage?
If this interpretation can bring funds back from competing chains like Solana and Base to BNB Chain, can we turn the tables and harness this overwhelming traffic?
Thus, a set of "self-produced, self-sold, self-circulated, and self-settled ecological closed loop" based on Meme traffic conversion is formed. Retail investors must first recharge/cross-chain funds to BNB Chain to buy these "word Memes," which not only consumes Gas, increases TVL, but also boosts on-chain activity. Even if the project goes to zero, the funds are still settled within the BNB ecosystem (through LP or transaction fees).
It must be said that this is a top-tier customer acquisition conspiracy: using the heat of Memes as "bait" to guide users to Binance's infrastructure.
III. The Breakthrough Path of BNB Chain: "Self-Produced, Self-Sold, Self-Circulated, Self-Settled" Traffic Funnel
After understanding the cruelty of Memes, BNB Chain, through precise top-level design, transforms the speculative energy of Memes into ecological fuel for the public chain. BNB Chain has built a closed-loop "traffic funnel" that ultimately enriches the entire ecosystem with the funds and traffic brought by Memes through infrastructure optimization.
3.1 Funnel Top: Four.Meme and the Industrialization of "Fair Launch" (Self-Produced)
BNB Chain's Four.Meme launch platform directly targets Solana's Pump.fun, aiming to capture the "ignition" traffic at the early formation of the Meme cone.
Four.Meme allows users to deploy tokens without coding knowledge, simply by paying a very low fee of about 0.005 BNB. This greatly expands the asset supply side (potential targets on the X-axis).
The platform adopts a Bonding Curve model. Once the token raises about 24 BNB, the system will automatically migrate it to PancakeSwap and destroy LP rights. This mechanism institutionally eliminates the risk of early withdrawal and running away, providing retail investors with a relatively "safe" gaming environment (i.e., "fair launch").
3.2 Funnel Midsection: Liquidity Aggregation of Binance Wallet (Self-Sold)
To ensure smooth capital flow within the funnel and lower the entry threshold, Binance has integrated the Web3 wallet with BNB Chain, allowing main site users to seamlessly participate in Meme trading and has launched several Meme-related products, such as Meme Rush and AI products.
To promote the spread of Memes, the BNB Chain official has also established a foundation to purchase high-performing Memes from the secondary market, further boosting their popularity.
3.3 Funnel Bottom: Fermi Hard Fork and Rapid Destruction (Self-Circulated)
When Meme tokens graduate from Four.Meme and enter PancakeSwap, BNB Chain captures high-frequency trading through underlying performance optimization and completes value capture.
The Maxwell hard fork implemented in 2025 led to Fermi. This sub-second confirmation speed directly competes with Solana, enhancing the user experience for order grabbing and compressing the arbitrage time window for MEV.
The rapid network and low fees stimulate a massive number of transactions. According to the BEP-95 mechanism, every transaction burns BNB. Therefore, the more frenzied the Meme, the faster the BNB deflation, the higher the ecological value, which in turn feeds back into infrastructure construction.
3.4 Funnel Extension: Liquidity Overflow (Self-Settled)
When users make money from Meme trading, they can also deposit funds into Lista to earn interest or continue trading the Meme's contract on Aster.
For Memes that perform exceptionally well in the market, they may also be included in Binance Alpha, thereby channeling funds and resources from on-chain to Binance's main site, achieving liquidity overflow and settlement from on-chain to off-chain.
Some say that Binance and BNB Chain are like Shandong learning culture, but this is clearly a model of Chaoshan learning:
Collaboration, unity, and rapid circulation. Let all the water flowing into the ecosystem make a round before going out, or simply not go out at all.
IV. Beginning with Meme, Ending with Infrastructure — The Arms Race of the Big Shots
There is a phenomenon in psychology called confirmation bias, which means that people tend to seek, focus on, remember, and believe information that supports their existing beliefs and ideas while ignoring or underestimating contradictory evidence, thereby reinforcing their preconceived notions.
When everyone's attention is on discussing, trading, criticizing, and gossiping about Memes, it seems they forget that the Web 3 and crypto industry is not limited to Memes; in fact, Memes are just a trivial part of it. Builders are still quietly cultivating, protocols, CEX, and DEX are developing functions and products that promote industry development, but retail investors remain oblivious.
The big shots of the exchanges are quite clear-headed; everyone knows that high-volume Memes are just gimmicks, and the infrastructure hidden beneath the mechanisms is the lifeline.
Retail investors think they are "sacrificing the essential for the trivial," but in reality, it is just a grand performance of "showing you" for traffic, as each exchange is quietly seeking its own "singularity."
4.1 Binance: Mechanism Arbitrage of Retail Price Improvement (RPI) Orders
In November 2025, Binance's contract trading platform launched Retail Price Improvement (RPI) orders. (Many people have not noticed this feature!)
RPI orders are essentially a type of "Post-Only" market-making order designed to match only with non-algorithmic Taker orders. This means that RPI orders are not visible to API users (usually high-frequency quantitative institutions) and will not be "eaten" by toxic HFT traffic.
For ordinary retail investors, using RPI orders can avoid being "front-run" or subjected to "sandwich attacks" by high-frequency bots. This means better execution prices and lower slippage. This effectively creates a "safe zone" for retail investors in the brutal contract market, and utilizing this tool can significantly reduce trading friction costs.
4.2 Bybit: AI-Assisted Tools and the Payment Track
For retail investors who cannot write strategies, Bybit has launched Aurora AI. This tool uses AI to backtest data from the past seven days and automatically recommends the trading bot parameters with the highest win rates (such as grid trading ranges). This is a tool that "lowers the dimensionality" of professional quantitative capabilities for retail investors, allowing ordinary people to use algorithmic weapons to combat market volatility.
Bybit has also made aggressive bets on the payment track in Q3 2025 and has already made significant progress in the Asia-Africa region.
4.3 OKX / X Layer: Dimensionality Reduction with ZK Technology
OKX's strategic focus is on its Layer 2 network, X Layer.
With the launch of X Layer, OKX executed a large-scale OKB burn (totaling 21 million), and OKB was designated as the Gas token for X Layer. This directly binds the value of OKB to on-chain activity.
Additionally, leading protocols like Uniswap have also been deployed on X Layer. For retail investors, the opportunity lies in ambushing early native DeFi projects on X Layer, as these projects are likely to receive official liquidity support and airdrop incentives.
4.4 Bitget's Path to US Stock Trading
Bitget is also exploring new asset trading categories, such as US stocks, foreign exchange, and precious metals. Recently, public opinion has given rise to the "noble US stock trader" Meme, making a landing.
V. The Big Opportunity for Retail Investors: Certainty in Ecological Infrastructure and RWA
If Memes are tools for exchanges to "harvest" attention and Gas fees, then the real wealth effect is hidden in the infrastructure that carries this traffic and in ecological projects with real returns.
5.1 Escaping the Cone: Finding the "Shovel" of Infrastructure
In a gold rush, those who sell shovels always make more money than the gold miners. In the Meme frenzy of BNB Chain, the real winners are those providing infrastructure for trading, lending, and liquidity management.
The Fermi upgrade implemented by BNB Chain in January 2026 introduced Block Access List (BAL) technology, which reduces disk I/O bottlenecks and supports parallel transaction execution. This shortens the block time for BNB Chain and increases throughput by about 40%.
This performance improvement directly benefits high-frequency trading DEXs (like Thena), lending protocols (like Lista), and future on-chain games. These projects do not rely on the survival of a single Meme but benefit from the prosperity of overall on-chain activity.
5.2 RWA and LSDfi: From Gambling to Yield
BNB Chain's strategic focus for 2026 has clearly shifted to RWA and LSDfi. This is a path transitioning from "air coins" to "asset coins."
Unlike the zero-risk of Memes, RWA (such as Ondo Finance, Stablestock) is anchored to real assets like US Treasury bonds. Projects like Lista DAO allow users to use these yield-generating assets as collateral to generate stablecoins like lisUSD, thereby releasing liquidity.
Lista DAO integrates Liquid Staking and CDP to provide BNB holders with dual returns (Staking returns + DeFi returns). This model locks a large amount of BNB circulating supply, fundamentally supporting the value of BNB.
5.3 The Combination of AI and Memes
AI projects like MyShell in the BNB Chain ecosystem are attempting to combine Memes with AI Agents. This "productive Meme" or "functional NFT" has a longer lifecycle and higher technical barriers than purely image-based Memes.
For ordinary people, rather than speculating at the bottom of the Meme cone, it is better to position themselves in the early stages of RWA and LSDfi. These projects, backed by institutions, with clear business models and stable cash flows, represent true "asymmetric opportunities."
Web3 is small, too small to accommodate slander, insults, and gossip;
Crypto is vast, so vast that it can hold ideals, Builders, and wealth.
Finally, here’s a picture:
Subtext: Broaden your perspective and escape the doomed cone bottom. The crypto ecosystem is not limited to Memes!
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