The market capitalization of Memecoin increased from $20 billion to $120 billion. In May 2025, the market showed signs of recovery, with currencies like $SHIB and $PEPE performing actively.
Analysis:
Market Sentiment: The popularity of Memecoin reflects investors' fatigue with traditional projects, seeking new investment opportunities. Additionally, James Wynn is extremely bullish on #PEPE , going long on $PEPE with a 10x hype, currently making $12M in profit, an absolute big shot, hope everyone pays attention.
If you choose the right direction in each wave, meme coins are definitely the highest yielding choice. Those who understand, understand.
【We are in a 'narrative stagnation' period, don't be misled by short-term Token trends】
The entire Crypto market has entered a Narrative stagnation period, Token prices are moving, but the narrative intensity and capital willingness are seriously diverging:
📌 Observation dimensions:
ZK narrative intensity is declining, but ZK Token is rising;
DePIN protocol popularity is exploding, but VC basically isn't investing;
Restaking topic is hot, but lacks sustained Token inflow.
📊 What does this indicate?
We are entering a 'narrative inertia market' — prices are still moving, but the story has already been told.
🧠 Deep logic:
Token price movement is because secondary funds cannot find new directions and can only bet on old logic retracements. This is not trend reinforcement, but rather the tail end of liquidity inertia impact.
📍 Conclusion:
When you see a certain sector 'hot topic but capital isn't chasing, flat data but Token is rising', don’t think you’ve caught alpha, in fact, you are already picking up chips at a high position.
【You may think Memecoin is a short-term sentiment, but it actually reflects Crypto's loss of faith in the 'future narrative'】
Many people say Memecoin is a bubble or a joke, but have you ever thought about why there was no Memecoin bull market in the narrative-rich 2021, yet it exploded in the narrative vacuum of 2024?
📌 Core Point:
The explosion of Memecoin is not an indulgence of sentiment, but a release of structural anxiety.
🧠 Deep Reasoning:
When the market cannot reach a consensus on technological direction (zk/restake/modular) and sees no new users entering, the only way to continue to 'play with feelings' is to engage in memes and emotions.
📍 Conclusion:
Do not view Memecoin from a value investment perspective; it is not a technical vote, but a safety valve for community sentiment during a narrative vacuum.
The real question to ask is: 'Can Crypto still create a collective dream supported by technology?' It is not a Memecoin issue, but a problem of Crypto's sense of future disconnection.
【An counterintuitive judgment: Perhaps it's time for you to lurk in the #Cosmos series】
That's right, Cosmos has recently been a mess, #ATOM is being ignored, and #Celestia has no popularity. But this is just the starting point for opportunity:
1) The developer and infrastructure activity in the Cosmos ecosystem has actually never left;
2) The Modular Narrative has not yet played out, and Celestia is still the closest available DA solution;
3) The value of chain abstraction + app-chain concepts will refocus in the second half of 2025.
4) $TIA The modular ecosystem of Celestia is silently developing, such as the recently launched alpha version of #MilkyWay , etc. Celestia has no TVL; it has TVS. It does not lock value but ensures value security. It provides underlying technical support for numerous projects.
🧠 Cosmos is not dead; it is just being forgotten by the market. And the most profitable operation is always: layout in advance, be forgotten by the market, and then re-evaluate and explode. $TIA
The market is entering a new round of structural rotation:
$BTC and $ETH are strongly consolidating, with funds clearly reallocating chips at high levels;
The meme sector is cooling down, indicating that the retail FOMO phase has come to an end;
On-chain TVL is steadily recovering on the Ethereum mainnet, suggesting that long-term funds are gradually returning to their base assets.
My judgment is: late May to early June is a key window period for structural switching, and the main line will return to mid-market projects that combine narrative and actual use cases.
Today is the first day sharing at Binance Square, and I didn't expect the popularity to be quite high. This has sparked my desire to share. As an experienced investor, I want to share a perspective validated through multiple cycles of bull and bear markets: always remember to sell, take profit, and also don’t go all in or out. However, during each cycle of fear and greed index, you must sell a portion. Always keep some bullets left, preparing for winter. Always remember, Winter is coming. Blockchain is a market characterized by short bull runs and long bear runs; it can drop for a year but can recover in a month. During a drop, it may crash or decline slowly, but when it rises, it is likely to surge, the kind of growth that applies only to Bitcoin; other altcoins rarely achieve that. In the current bull market cycle driven by institutions, only BTC is true blockchain; others are just passersby on your crypto journey. There will be benefactors, there will be detractors, but there will be no lovers; only BTC can accompany you through your entire crypto life. As one of the largest assets globally, the consortiums and institutions are not fools; they are smarter than the average person. Remember this sentence, and it will benefit your crypto career for a lifetime. #BTC #altcoins #山寨季
Polkadot's Star Project #Astar Network $ASTR r, Astar, formerly known as #Plasm , has opened up its landscape after the name change, based on the #Substrate module, establishing a dApp center that supports EVM, WebAssembly, and layer 2 solutions. Ideally, developers can build any dApp on Astar without worrying about cross-platform compatibility. It is certain that the future of blockchain will definitely not resemble the current state of Ethereum, and everyone is looking forward to the emergence of the next leading public chain to create another bull market. Currently, projects based on a strong vision, possessing top-notch technology and investment institutions, have a very high risk-reward ratio for alpha. The following attached image includes Astar's investment and partnership institutions, including leading companies like Binance and Microsoft.
My personal opinion is that Astar is currently an undervalued project that has been wrongly punished in the bear market. The Dot ecosystem does seem to lack some heat at the moment, but one truth in the crypto world is to avoid crowded places, buy when there is no one paying attention, and sell when the crowd is buzzing. The market rotation of existing large public chains is very fast, as long as you can endure the wait, resist loneliness, and keep building, I believe the future of Astar is promising. $ASTR