原子

Thoughts on MEME

The current market performance of meme coins has transitioned from pure entertainment culture to a tool for institutions and project parties to distribute chips at low prices. The core of meme coins has changed.

Meme coins used to be currencies like $DOGE that originated from memes or were created to mock certain mainstream cultures, but with the development of the market, memes are no longer just about 'humor' and 'fun', but have become an important carrier of value. Institutions and major project parties have realized that the meme format possesses enormous market appeal, so they are increasingly using memes to distribute project chips to the market at low prices. This process is essentially the transfer and distribution of chips.

Currently, institutions have actually understood the play of meme coins: they covertly take away most of the chips in the internal market while sharing a small amount of initial chips with some retail investors, allowing these individuals to become wealthy and thus spread influence and serve as evangelists. This perpetuates the notion that only MEME can lead to wealth in this round.

However, this does not mean that all meme coins have the opportunity to become high-market-cap currencies like $ai16z or $punt. As market aesthetics improve, purely meme coins are increasingly struggling to stand out. Those meme projects with strong value support behind them are truly capable of lasting long-term. These projects rely not only on cultural and emotional appeal but also on actual institutional endorsements (strong backers), substantial ecosystem support, and empowerment of application scenarios.

Behind this transformation is the market's redefinition of value. The valorization and institutionalization of meme coins are becoming the mainstream trend in the current market.

The emergence of this trend is not coincidental; it is a result of market self-evolution and a sign of the maturity of the crypto industry. With more projects entering the market, pure meme opportunities still exist, but the biggest opportunities still lie within those meme coins that have a strong core and backing.

In summary, meme coins are no longer simple cultural symbols; they are becoming tools for institutions and project parties to release value.

Embracing the valorization trend of memes will be key to the future market. What we need to do is to find those meme projects that can truly support this trend, seize this opportunity, and welcome the new landscape of the market. #2025有哪些关键叙事？

Currently, there are two projects that are receiving considerable attention in the market: AI Money $METAV and Maternal AI $SPORE. Both of them are issued under the Eliza framework, combined with TEE technology provided by @PhalaNetwork. So, what is TEE? How can one participate at this stage? What is TEE? TEE (Trusted Execution Environment) is the core technology that protects project funds and operational security. Simply put, it is like a 'digital safe.' In $METAV and $SPORE, the role of TEE is: Protecting keys: The keys only exist within the TEE, no one can access them, not even hackers. Ensuring trustworthiness: Each operation has a security proof, transparent and reassuring. Preventing attacks: Greatly increases the difficulty for hackers to invade. With TEE, @PhalaNetwork provides security guarantees for these projects, preventing funds from being lost or stolen. How to participate at this stage? 1. Buy $PHA on the secondary market. This is the core resource of the project, and $SPORE's fragmentation relies on it (to purchase computing power). Currently, there is a partnership with ai16z, and it is highly likely that future models will use $PHA, making it suitable for long-term observation and holding. 2. The current hot topic on-chain is $metav, but many presale participants have not yet received their tokens, so there is still selling pressure. However, with a 30M pool and a new narrative leader not yet reaching 100M, there is still an opportunity. 3. $SPORE, as Maternal AI, creates new opportunities through fragmentation, which is strongly correlated with $PHA. Looking at the chip distribution, the dealer has acquired a considerable amount of chips. Let's see the subsequent fragmentation situation. If the fragmented project's funds are insufficient, they will stop losses and also sell $PHA.

Loss: The Most Important Lesson in the Cryptocurrency World

Everyone talks about how to exit after making money, and I’ve even seen guides on cashing out from hundredfold coins. After reading them, my heart raced, just waiting for a hundredfold coin to come my way.

Jokes aside, I believe the most important thing in the cryptocurrency world is your attitude and actions after incurring losses.

Many people’s mindset collapses after they experience a loss. There was even a KOL who said a certain project was a hundredfold opportunity, and without doing any research, they went all in, only to end up with their assets reduced to zero.

If you have 1000U and you invest 1000U in this project, then you’ll be thinking about it while you sleep. If you lose half, you won’t be able to sleep a wink. If you invested 50U and it drops by half, you might not even glance at it.

Position distribution and risk management may not make you rich overnight, but they can help you survive in the cryptocurrency world.
Surviving means having opportunities.

The most significant losses come from missed opportunities or emotional trading after profit withdrawals.
When you incur a loss, please read the following statements ten times:
1. I must calmly face the loss; if I need to cut my losses, I will.

2. There will be many opportunities in the future, as well as many traps. If I am eager to recover my losses now, I will be more likely to fall into a trap.

3. Losses stem from the timing of information acquisition and the current trend. If information acquisition is slow, how can I improve the speed of obtaining information? If it’s about trends, will this coin come back when the trend returns?

4. I must accept a fact: anything can happen. I accept the risk and understand that the market has risks; I do not fear risks.

5. I accept losses and am willing to reassess the market and projects.

6. Why does this loss affect me deeply? Is it because I had too high expectations for it, or was my position too large?

Don’t believe in stories about someone turning their last 1000U into a fortune by investing in a certain project, single coin A7, A8 making a comeback.
Out of 100 people doing this, only 1 survives, and that’s why this person shares their story. #币圈暴富