The "Shanzhai Season Death Theory" is the most expensive lie during a bull market;

Clarifying a fundamental distinction: "short-term & medium-term deleveraging" versus "long-term liquidity shift", everything we have experienced before is the former;

Any healthy bull market must be a "tourist cleansing machine";

Through long periods of boredom and short bursts of panic, it shakes off all floating chips lacking conviction (don’t think you’re not one of them), clearing the way for the next round of lighter and more intense rises;

This is the brutal aesthetics of a bull market;

The market's "fragility" and "doubt" are precisely signals that the market is becoming healthier;

It filters out noise and purifies consensus;

When the vast majority hand over their chips and abandon their "illusions" due to pain;

The true foundation of cognition and belief is solidified, and this process itself accumulates potential energy for the next stage;

So, the Shanzhai season is not dead; the script of universal rise has been torn apart;

Next, we will see the "Boutique Meme Shanzhai Season";

Liquidity is no longer scattered like a fairy; it will strike like a spotlight, precisely targeting a few cultural symbols;

Victory does not belong to technology, but to culture;

In the second half, it’s not about who makes money faster, but who withstands the test of time longer;

Who has a stronger "narrative gravity";

Who has a deeper "consensus moat";

Who can represent "the purest use of the useless" more effectively;

The new liquidity first seeks not the most thrilling casinos that cannot sustain themselves, but the place with the strongest consensus;

So, in the second half, SOL cannot compete with ETH;

Mainnet OG Memes will inevitably be the ultimate carrier and will also become the natural choice for funds;