
老八只白嫖|Sep 14, 2025 06:21
The popularity of Xlayer has rebounded, and everyone is cheering. Let me give some rational thinking. The memecoins market is really not easy to eat now!
Recently, Mr. Xu publicly supported the construction of the meme section for @ XLayerOfficial, and with the help of XDOG and DOGSHIT, two old dogs with a market value of millions, the activity of the entire chain has once again reached a climax
The more noisy the project is, the less blind it should be. It's really hard to say how much market share Xlayer can gain from it
Firstly, the SOL chain has a strong global consensus on coin issuance in the meme section, without the need for human intervention. This moat is already so deep that it is terrifying. Whenever a major hotspot appears, everyone's first thought is the SOL plate, which is a difficult mindset to change. It is already difficult for other chains to compete like climbing to the sky
2. The most direct way for the cryptocurrency industry to attract retail investors has always been the wealth creation effect. Both times, the popularity of Xlayer has been the result of the leading XDOG pulling the market. This time, a DOGSHIT has been added, but it is still far from enough. BSC has not been able to compete with SOL for so many plates with a market value of hundreds of millions under the guidance of its big cousin, and the gap between several tens of millions of market value and local dogs is even greater. What is needed is the long-term sustained output effect of the golden dog
3. Although the power of Chinese people in the cryptocurrency industry cannot be underestimated, their reputation is not very good. The Tugou section of Xlayer is still following the old path of BSC, with most participants being Chinese and foreign hotspots hardly visible. The promoter KOLs are also Chinese, which has significant limitations
4. The SOL chain can dominate the domestic dog market for a long time, and one factor that cannot be ignored is its strong sustainability. Regardless of bull or bear markets, it will not rely on a single gold dog market, but can continuously generate different stages of gold dogs. For retail investors, the playability is very strong, which is much inferior to BSC and Xlayer
5. The current launch theme of Xlayer is focused on its battery life. Meme is an emotional product, and in order to truly open up this market, it must be in line with the hot events of WEB2. The core of Xlayer's coin issuance is still centered around its own X series chain, which is essentially self promotion, with little involvement of external concepts
6. Without a core launch platform, although many launch platforms of their own chain have emerged, the quality and launch rate of the platforms are still too low. In the previous wave, many launch platforms were short-lived. This time, @ StarsMintXyz has emerged. Although the internal market has a capital preservation mechanism, it has also weakened the desire of retail investors to participate in the secondary market. Whether the mechanism is suitable for the market can only be verified by time
If SOL Chain is already a towering building in the Tugou sector, Xlayer is still in the stage of laying the foundation, and it is a long way to go to establish a foothold in the meme sector
The most taboo thing for a chain to develop the domestic dog market is isolationism. It is suggested that Mr. Xu @ star_okx cooperate more with external three parties, such as mature dog fighting platforms like @ gmgnai and @ AxiomExchange, to leverage their development and achieve twice the result with half the effort
⚠️ Finally, I would like to remind my brothers not to blindly charge towards the new platform. The probability of short-term popularity is high. As the saying goes, try to only play with the dragon head. In the event of an avalanche, only the dragon head plate will always have the smallest loss
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