How will this round of market trends unfold? How should we play MEME?

In fact, each round of MEME is different!

The last round was dominated by a PUMP craze, emphasizing so-called fair launches, where small pools had high market values, using quantity to overpower quality, which led to emotions of misplaced investments in ETH MEME finding an outlet during the PUMP due to high launch costs.

But everything comes at a cost, a cost characterized by explosive quantities, increasingly specialized tools, and players becoming more PVP-oriented, ultimately resulting in everyone losing money, and losing money is the best calming agent—eventually, hardly anyone plays anymore.

During this time, I've been thinking about how people will play when the market warms up, as Bitcoin shows a clear trend of recovery. What will they play? Will they play VC coins or MEME?

First, I've ruled out VC coins.

The value of VC coins in the crypto circle has been completely debunked; this is not about sentiment but about facts—blockchain value comes down to only stablecoins, trading, and BTC; everything else is gone. After all these years of various FI, they are essentially all just retail FI, and retail investors are the ones making profits in this industry.

However, the inertia of major sell-offs cannot be changed, so whenever the market warms up a bit, you will see the six major players simultaneously listing some VC coin, with protocol income in the millions. The tokens were already distributed among VCs, project parties, and exchanges, boosting market value to over a billion, waiting for retail investors to take the bait—while also crafting a new narrative which is indeed quite challenging for projects in this round to use for harvesting retail investors, as finding new stories is becoming increasingly difficult; the previously used narratives can no longer yield benefits.

Project parties have also long learned that the value of a token is zero; there’s no support in price manipulation; it’s just about how much and when to dump—whatever is dumped is pure profit.

If they receive income from protocols, they will buy government bonds to earn interest; BUILD? The project parties aren’t retail investors; BUILD is just for earning interest, and that’s the safest bet.

So under these circumstances, VC coins are not likely to have a bright future; be it the project parties, exchanges, or VCs, there’s not much left to profit from.

So what will people bet on? What will they gamble on?

Second, how should we play MEME?

The reason retail investors play MEME is to take small risks for big rewards, and the precondition for this is that it cannot be too conspiratorial; otherwise, retail investors can’t get on board.

For example, Binance Life has recently exploded, but discussions about it are minimal, indicating serious control by big players; the higher it goes, the less it has to do with retail investors—and the tighter the control, the more aggressive the rise, leaving nothing for people’s reactions and boarding time.

In the past, it was said that to make money, you need a big player; later, it became that PUMP without big players makes money, and then it evolved to institutions, big players, and retail investors collaborating on projects, with pumping and listing as a seamless operation, but ultimately, it wasn’t very effective.

At this point, a few judgments can be vaguely introduced:

1. SOL MEME is likely not viable anymore.

If we talk about the trench concept, let’s say it is too mature; landmines and meat grinders are everywhere; if you go in with small amounts to get a piece, you will end up being that piece of meat yourself.

This point is quite easy for everyone to understand, so just ignore the shouting; just PASS on all of it. The ones doing the shouting might have already boarded in the internal market, and by the time the market cap hit three million, those who waited quietly had already dumped their positions; the so-called fairness had long become a joke.

If that is the case, then what should we play? Old coins? DOGE, PEPE, WIF? That’s not right either; one has a market cap that's too high to be interesting, and the others have already had their bull run; the profits to be made have long been taken, and a new round of rises is merely a cycle of selling.

If SOL isn’t working, how about ETH?

2. ETH MEME is very likely a new paradigm for this round.

ETH MEME is not a vague concept but a phenomenon worth observing starting from ASTEROID.

This coin is an old coin, but it can provide us inspiration for judging the future; first, take a simple look at its narrative.

The story has strong emotional energy, and community fans deployed the $ASTEROID token on Ethereum in September 2024 (coinciding with the Polaris Dawn mission launch)—at that time, nobody paid attention, and its market cap was only tens of thousands of dollars, lying dormant for nearly 20 months.

The uniqueness of this old coin:

Deployed on the day of the mission launch, not after the fact to chase trends.

It lay dormant for 20 months, during which retail investors came and went, completely washing the chips clean.

The contract is clean: 0 tax, ownership has been relinquished, LP locked.

Total supply of 42 billion (a nod to Musk's 420 meme).

Not an official coin issued by anyone, but spontaneously by the community.

At the moment Musk replied, this dormant old coin was immediately activated.

Market cap skyrocketed from about $50,000 to over $160 million.

An interesting point: there’s an address 0x5811 that 80 days ago spent $542 to buy 7.43 billion ASTEROID, and sold all for $405 the day before Musk replied (losing $137). Today, those tokens are worth over $2.6 million.

Have you noticed? This illustrates the true essence of MEME, rather than being about big players, major sell-offs, and institutions just assembling a play to wait for others to be cut.

I’ve previously mentioned that great MEMEs cannot be “planned”; they must be natural diamonds that suddenly appear.

I’ll post later about what this MEME specifically entails.

Moreover, interestingly, this project has not dropped much in the past few days; it’s simple: SPACEX is about to go public, starting at 15 trillion—due to its low circulation, it might even surge to 30 trillion, and as the icon officially recognized by Musk, it will have opportunities for continuous exposure.

Its legal team won’t miss such a great PR opportunity: among the icy rockets and dreams of space travel, supporting a story of love and care—what could be more impactful?

Musk said: whoever masters MEME will master the world.

I believe that the wave of MEME from a first principle perspective must still be about fair chips + top-level narrative + continuous traffic + Musk’s influence + overlaying real big facts like SPACEX's IPO.

From this angle, you’ll understand that all those new ASTEROID coins launched from various angles aren’t worth considering, whether for PUMP or BAGS—those missing elements are just to set up a new play to get a bit for themselves; understanding this logically will make you acknowledge what I’m saying.

From this perspective, I mentioned FLORK; you can easily discover from the aforementioned methodology:

FLORK is an outstanding asset; countless people in Latin America recognize and love its image, and using it requires copyright; on Twitter, you can currently see on the iOS side that this image is mainstream for FLORK, which is quite powerful and has great dissemination.

Twitter has chosen it as the symbol for MEMES, firstly, there’s surely an authorized collaboration; secondly, it genuinely represents MEME.

As for some asking what socks GROK found, it’s rather amusing, indicating that they haven’t even researched the cultural significance behind FLORK.

Originally, MEME spreads culture and emotions, not trenches.

To make MEME great again—there's only one path, returning to the essence of MEME, returning to the culture, narrative, and emotional connections of MEME.

Understanding this, I no longer care about things like Long 2 or Long 3; those have changed—upon seeing something gain popularity, immediately starting a new one or trying something out, can it succeed? No. Because these clones are just the same deal as the last round.

And this time, everything will be different!

The two assets are expected to be long-term and worth keeping an eye on for a long time; if they drop a bit more, it might allow more retail investors to board, ultimately forming a combined force.

ASTEROID

0xf280b16ef293d8e534e370794ef26bf312694126

FLORK Research: Musk updates Twitter, adding a MEMES category

FLORK

0xce82213c4bae42e1c04880ea64a53eef73e195de

https://x.com/BTCdayu/status/2047286623893876965?s=20

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