During the past few days when I was back home, even my childhood friends who didn’t trade cryptocurrencies frequently saw discussions about “Trump Coin” on Douyin, and were even asked “Can I buy some?” The debate in the community was even more extreme—perhaps due to the recent price correction, the debate on “Can $TRUMP ETF pass” has been flooding the screen.

This two-way breaking effect from mass entertainment to the crypto community makes me rethink the long-term value of political memes.

The on-chain ecosystem is in an unprecedented emotional stalemate. Since $TRUMP ignited the political meme track, from the family coin #MELANIA, $BARRON to the popular $VINE, and even the pitfall of the Nasdaq concept
$STONKS, and $ALON from the founder of PUMP. The time for new project market value to be quickly passed has been madly compressed, and the scale of the bubble created by the thirst for funds is far greater than before, exposing the market's extreme pursuit of narrative packaging.

Behind the carnival is a bloody reality: dozens of new Meme coins emerge like a tide every hour, but they are as fragile as sand castles on the beach. The bankers use algorithmic robots to withdraw funds in minutes, and some newcomers don’t even have time to check their wallets. These projects have neither application scenarios nor community building, and purely rely on the 48-hour emotional pulse created by KOLs. When FOMO recedes, all that is left is the frozen liquidity on the chain and investors’ broken dreams of getting rich.

Let’s look at $TRUMP’s competitive barriers

Entry-level revolution:
Binance C2C direct purchases have lowered the threshold to "zero awareness level", and the proportion of non-crypto users has continued to break through, forming a user base that is completely different from traditional Meme coins.

Compliance Heuristics:
If the Rex-Osprey Trump ETF application submitted by REXShares and Osprey Funds is approved, it may become the first compliant product tied to a political IP, indirectly leveraging traditional funds to enter the market.

Scenario-based breakthrough:
McDonald’s piloted $TRUMP payment to verify the flywheel effect of “Meme coin → physical consumption → secondary dissemination”.

Trump's political activities over the next four years will essentially build a never-extinguished traffic beacon for $TRUMP. From the previous deterministic agenda of the 2024 presidential campaign and the 2026 midterm elections, to the sudden progress of various encryption bills and tweets on social media, each round of public events may be transformed into fuel for price fluctuations.

This narrative engine, which is continuously powered by the real political ecology, makes TRUMP unique in the meme track. In contrast, most animal-based currencies rely on the community's spontaneous creation of memes, just like desert plants that rely on rain from heaven. Once creativity is exhausted or the focus shifts, liquidity will quickly evaporate.

My strategic choice is essentially a response to this difference. I anchor 80% of my positions on the Beta returns of the $SOL ecosystem. Because its underlying public chain attributes naturally inherit the traffic torrent brought by the Meme craze, it can avoid missing out and control tail risks through hard stop losses.

When celebrities follow suit, the ecological value of SOL will increase with the increase in the demand for underlying interactions, while TRUMP will need to compete with latecomers for the increasingly diluted share of attention. This configuration framework of "the main warehouse reaps the dividends of infrastructure construction, and the satellite warehouse gambling incident breaks out" may be a pragmatic choice that takes into account both returns and risk control in the Meme chaos.