When a 'joke currency' begins to be included in the treasury management of listed companies, the absurdity and opportunities of the crypto market reach a new height.
Tang Seng Discusses Coins, seeing the truth through the fog
Market Status: Structural dilemmas behind weak prices
Price and Data Perspective
As of early July 2025, DOGE's price hovers in the range of 0.158-0.162 USD, down 78% from the historical peak in 2021, with a 24-hour trading volume shrinking to 150-300 million USD. The technical picture shows a 'descending channel', and if the key support level of 0.15 USD is lost, it may drop to 0.12 USD or even 0.05 USD. The derivatives market shows more downturn: open interest drops below 2 billion USD, with long liquidation pressure surging, indicating a collapse in market confidence.
Where is the crux?
Celebrity Effect Wanes: Musk will reduce public mentions of DOGE in 2025, with community search volume and heat dropping by 70%, and liquidity shrinking by 40%;
Meme Coin Competition: New coins like PEPE divert speculative funds, while XRP captures payment scenarios due to compliance advantages;
Technical Stagnation: Compared to the DeFi ecosystem innovations of Solana and Ethereum, DOGE's underlying protocol upgrades are slow, and relying solely on 'payment slogans' is insufficient to support valuation.
Dogecoin Cash Inc.: Strategic Ambitions and Risk Breakdown
The transformation of this OTC-listed company, originally named Cannabis Sativa, is nothing short of magical:
Accumulating Coin Layout: By 2025, replace stocks to accumulate 1.02 billion $DOG tokens. Note: not native DOGE, but BNB chain imitative assets, attempting to control ecological discourse.
Establishing a treasury subsidiary: Ostensibly claiming 'unified technology development', but in reality exposing arbitrage motives—using the identity of a listed company to package assets and attract secondary market speculation;
Deadly Risks: The $DOG tokens held have poor liquidity and are decoupled from the native DOGE value, and the stock DOGP has a market cap of only $4 million, with an excessively high financial leverage ratio. If the token crashes, it could trigger a chain collapse.
Tang Seng's Sharp Commentary: The act of 'marijuana companies turning to crypto trading' is essentially a clumsy imitation of traditional capital on meme culture. Holders should be vigilant: such 'strategic benefits' may be a prelude to harvesting.
Industry Trends: DOGE's breakthrough opportunities and deadly challenges
Opportunities Side
Deepening Payment Scenarios: Over 2,000 merchants globally accept DOGE payments, with accelerated adoption rates among Indian merchants;
Cross-chain technology breakthrough: The first Dogecoin-Solana trustless bridge is in place, allowing DOGE to connect to Solana's DeFi and NFT scenarios, opening a liquidity gate worth 36 billion USD;
Corporate Treasury Wave: Companies like MicroStrategy and Tesla allocating crypto assets is becoming a trend. If DOGE enters the 'diversified reserve list', it will reconstruct valuation logic.
Challenges Side
End of regulatory arbitrage: Implementation of the US (GENIUS Act) and EU MiCA framework. If DOGE cannot prove its practical value, it may be classified as a 'high-risk speculative asset' and could be delisted by exchanges.
Institutional Funds Neglected: Giants like BlackRock focus their ETF layouts on BTC/ETH, making it difficult for meme coins to gain mainstream fund allocation.
Survival Guide for DOGE Holders: Three Steps to Navigate the Bear Market
Position Management: Defensive Restructuring
Core Position (≤50%): Hold until the stop-loss line at 0.12 USD, decisively reduce holdings if it breaks;
Dynamic Position (30%): Bet on technical rebounds, target resistance level 0.1725→0.20 USD;
Hedging Position (20%): Allocate Solana ecosystem assets like QDOGE to capture cross-chain bridge derived dividends.
Signal Tracking: Four Major Turning Engines
Musk's Updates: Substantial progress in integrating DOGE payments with Tesla/X platform;
On-chain Data: The TVL of the DOGE-Solana bridge has surpassed 100 million USD, marking the activation of the ecosystem;
Corporate Actions: Listed company treasury announces allocation of native DOGE;
Regulatory Winds: If the US classifies DOGE as a 'payment token' rather than a security, it will trigger a valuation correction.
Long-term Belief: Migration towards pragmatism
Abandon the fantasy of 'getting rich through Musk's calls' and focus on real use cases:
Injecting DOGE into the Solana ecosystem through cross-chain bridges to participate in lending and staking;
Support merchants accepting DOGE payments such as Newegg and AMC, driving demand on the consumer side;
Betting on Layer-2 solutions, if DOGE achieves a thousand transactions per second, it will make a comeback in the payment track. 'DOGE's ultimate redemption is not in the K-line but in the QR code of scan-to-pay.'
Tang Seng's Conclusion: The Crossroads of Absurdity and Reality
When meme culture meets corporate treasury strategy, the magical realism narrative of DOGE has just turned to the next page. The choices of holders at this moment will determine whether they become victims of a bubble or early witnesses of a new financial order.
Follow Tang Seng, guiding you through the K-line fog; profit in a bull market, no panic in a bear market!$DOGE #Solana质押型ETF