AVAX is that simple and straightforward; $FOMO is nearly 10X, crypto_Abao and 宝哥 are on the same ride happily.
Although some people feel liquidity is not good and the chain is exhausted, there are still opportunities to catch fish in some areas.
For example, BNBCHAINZH and avax, both have the characteristic of not having so many targets crazily diluted; investigate and understand the teams behind good targets, assess their patterns and motives, and then patiently place your bets and wait.
$Lambo is basically stable at 50M, and as long as the market doesn’t completely collapse, it is likely to continue pushing towards 100M, because this is the lineup chosen by danielesesta, luigidemeo, etc., to activate Avax.
They are all memes, but I prefer those that have logic and can be analyzed, so that I can hold onto them and sleep well. Emotional types are too speculative; let others play with them.
I am pondering how to summarize the meme strategies of different periods. I will briefly distill my opinions, which may not be correct, welcome criticism:
Memes are divided into pure community盘 (emotional盘) + 庄盘 (logical盘)
Emotional盘:
The characteristic of emotional盘 is unpredictability, as certain sudden events evoke emotional resonance among people, cultural resonance, etc., causing retail investors to buy into a certain IP.
The rise of emotional盘 mainly occurred on Solana, and most of the major results obtained by the current P元帅 were during the phase when Solana had the best emotions and overflowing liquidity.
For example, $Pnut, $Moodeng, $Goat, etc., rose due to certain hot events, quickly identifying the most promising among multiple targets, followed by large funds entering (multiple small庄 collaborating with a large庄), pushing waves through CEX, breaking the glass ceiling to obtain the maximum market liquidity, bringing wealth opportunities to participants.
Another notable example is the wave led by $ai16z's Ai Agent; institutions even entered early to take over retail investors' positions and ultimately realized top liquidity exit through Binance.
$Trump is a top emotional盘; after all, the narrative of a US presidential token has enormous imaginative space, and everyone expected Trump himself would control this coin, leading to a fomo surge to over $70.
But it turned out he did not mean that, so once the emotions subsided, it collapsed directly. This is an emotional盘 that failed to transition into庄盘.
庄盘 (Logical盘)
The characteristic of庄盘 is that it is planned in advance by a single庄家 (project party) to launch a fully circulating meme (some even partially circulating), but because it is launched through the meme platform, or lacks VC investment, it is classified into the meme camp.
After the early $Pepe started to gain momentum for a long time, many people were unaware that Pepe had a project party and team, thinking it was purely organic. No! The green frog also has庄, from the birth of the idea to its subsequent development, everything was planned, and it was never concealed.
Some memes are initiated through emotions, but after a single large holder quietly buys enough to control the distribution, they also turn into庄盘, such as MustStopMurad's $spx6900.
The advantage of庄盘 is that the project’s chip structure is relatively clear; the庄家 has the strongest motivation to maintain and develop the project, making it unlikely to have the situation of multiple monks fighting for water as in emotional盘. ($ACT is the most obvious counterexample I have participated in; the big holders just lay back and do nothing.)
For investors, if you want to achieve significant results in these two categories of memes, either you possess exceptional tool usage skills/extreme patience/sharp intuition, for example, some big players caught the emotional盘 early on when the golden dog emerged.
Alternatively, you can treat庄盘 as your target, diligently conduct background checks, and analyze the庄家’s tone, strength, pattern, and goals by logically assessing the possibility of obtaining further liquidity and getting on board at the right position.
Recently, after the market liquidity has been continuously drained by $Trump, 米莱, and pumpdotfun, the gaming space of emotional盘 has shrunk, entering garbage time. The big players who previously made money are also not entering the market, taking away the mountains of gold and silver (their judgment is correct).
That’s why I decided to give up the emotional盘 holy land Solana and specialize in Bnbchain and Avax, because these two chains have relatively more logical盘, providing larger analytical space.
My advantage lies in years of project research and logical training, allowing me to quickly and accurately assess the strength of庄家, the scale, and whether strategic goals can be achieved.
In fact, there is no distinction of high or low status in investing in memes, whether emotional盘 or logical盘, it is all about dancing with庄, just whether it is with multiple small庄 or a single large庄.
In a situation of limited liquidity, I think finding a rhythm and style that suits you and improving your win rate is the most important. If you excel in early speculation, then you can enter emotional盘 at low positions to benefit from information diffusion; if you excel in investment research, you can study logical盘 like I do, investigating the background and intentions of庄家.
Playing memes requires having emotions and resonating with the public, but at the same time, one must keep a clear mind and not let oneself be swept away by emotions.