#ACT🔥🔥🔥
Not long ago, Shen Yu proposed an interesting point:
'Those with money can speculate; those with little money cannot speculate; and those with no money must speculate.'
This statement reveals the subtle relationship between speculation and wealth. Combining with Mr. Da Yu's recent logic and reflecting on past market developments, we will find that every industry wave is a critical window for ordinary people to make a comeback.
Three Comeback Cycles: From ICO to DEFI, and then to MEME
2016-2017: The ICO Craze
During this phase, it was almost the best window for ordinary people to accumulate wealth. At that time, as long as you grabbed a quota and had some celebrity endorsements (like Li Xiaolai, Bao Er Ye, Xue Manzi, etc.), most projects could achieve a starting point of tenfold after going online on exchanges, even fiftyfold or hundredfold returns.
The craziness of the market during that period far exceeded today's MEME trend. Those who experienced that time should remember the sleepless nights. This was also an important stage for many 'veterans' to complete the first phase of wealth accumulation (A6-A9).2020-2021: The DEFI Mining Craze
DEFI mining became the second wave of wealth. At that time, staying up late to rush for 'land mining' was almost the norm. After a new mine went online, annualized returns were often tens of thousands of percent, and one could break even in a few hours. Although over time, the mining cycle shortened from a week to a few hours, this frenzy still created the second batch of wealth legends.
In comparison, later NFT and GameFi also had opportunities, but the costs and thresholds were relatively higher, and profit margins were not as exorbitant as DEFI mining.2023: The MEME Craze
The current MEME craze is actually the third opportunity for ordinary people to make a comeback.
Think about it, in today's secondary market, how hard is it to find a coin that doubles—when Bitcoin rises, altcoins remain stagnant; when Bitcoin falls, altcoins directly crash. But the MEME market still presents tenfold and hundredfold opportunities. This phenomenon is strikingly similar to previous waves.
Essentially, whether it's ICO, DEFI mining, or today's MEME craze, all represent the market's 'preheating period' before a true bull market arrives. During this time, funds, traffic, and market sentiment gradually warm up, preparing for the next round of spectacular trends. Therefore, those who are trapped in altcoins need not worry too much—altcoins may be late, but they will definitely not be absent.
How to seize opportunities in the MEME market
In the MEME market, risk and return are always proportional. The market follows the '80/20 rule' or even the '90/10 rule', which is an inevitable result of the jungle law. Yet, there are still methods and techniques to help us gain an advantage in this game.
We summarized a set of thinking patterns:
Smart Money + Narrative Logic.
1. Smart Money: The Power of Capital
Analyzing the essence of past waves, they can actually be summarized in one word: 'Ponzi'.
In finance, 'Ponzi' is not a derogatory term, but a neutral term. As Soros said in (The Alchemy of Finance):
'The history of world economic is a continuous drama based on illusions and lies. To gain wealth, one must recognize these illusions, invest in them, and exit before the illusions are recognized by the public.'
Whether it's ICO, DEFI mining, or the MEME craze, its essence is a game of capital. Early participants attract more players through captivating narratives, and your goal is to exit as early as possible before the baton is passed.
The question is, how to be among the earliest?
The key is to track 'smart money'. Smart money represents the resources and driving forces behind the market, which may be someone privy to insider information, an influential KOL, or someone with a strong resource background. Their goals align with ours: to pursue high returns.
Methods to track smart money include:
Analyze the capital inflow and density ratio of the top 100 addresses.
Track the net inflow scale and frequency of smart money.
Pay attention to the operation cycle of smart money (usually 3 days to a week) and adjust strategies promptly.
It should be noted that the movement of smart money is often hidden within complex data, making tracking it a technical skill. Whoever masters this skill can navigate the MEME market with ease.
2. Narrative Logic: Captivating Stories
In addition to smart money, narrative is equally crucial.
A sexy, captivating story often determines the height of a project. Whether it's #GOAT, #BAN, or #LUCE, these projects have attracted significant attention through unique narrative logic.
#GOAT: The first project to bring AI Agent into the MEME space
#BAN: The first RWA MEME combining art and Web2
#LUCE: The first MEME integrating religious and two-dimensional elements
The commonality among these projects is 'First Principles' and 'Cross-Disciplinary Fusion'. From a communication perspective, an excellent narrative needs to have the following characteristics:
Audience Resonance: Making People Relate
Unique Perspective: Distinctive and Eye-Catching
Concise and Powerful: Easy to Spread, Hitting the Point
Universality and Depth: Making it Understandable and Acceptable to More People
Authenticity and Credibility: Reducing Doubts, Increasing Trust
Curiosity and Freshness: Satisfying People's Curiosity
'First Principles + Cross-Disciplinary Fusion' often leads to higher market recognition and spreadability, which is key to attracting capital.
Conclusion: Embrace Opportunities, Exit Cautiously
Whether tracking smart money or grasping narrative logic, the ultimate goal is to find one's own opportunity in market trends and exit in a timely manner before the illusions are recognized by the public.
I hope these thoughts can provide you with some inspiration in the MEME market, and I wish you find your own comeback path in this game.
