jakiro
Author: Haotian, source: author Twitter @tmel0211
VC currency and MEME are not contradictory, they are essentially issues of expectation fulfillment.
VC coins can be regarded as “open conspiracy”. After layers of rounds of financing accumulation, coupled with the higher CEX listing cost, the default FDV after TGE will be high.Therefore, VC coins must sell chips to the general audience by continuously “doing things”.
The category of “doing things” includes points, airdrop activities, TVL Farming, ecological building, developer community maintenance, user (hair-pusting group + normal users) operation and maintenance, To B business model expansion, etc.
The frequency, strength of “doing things”, the pattern and courage of the founding team, as well as the growth of the data of the project (user, TVL, transaction volume, resource area, etc.) are all indicators that can be seen, and can be used as the fundamentals of users’ “value investment”Judgment criteria.
In contrast, MEME coins are “conspiracy”, and each minute is a batch of exquisitely designed “stories” and corresponding SC addresses. Through fermentation and dissemination in invisible communities around the world, the market value is constantly refreshed in the ups and downs.Height, eventually, relying on stories of getting rich one by one, became the “golden dog” in the eyes of the media and the public.
MEME coins will sell chips to a wider audience with the help of information asymmetry and wealth Fomo effect. They can only judge the potential of MeMe coins through on-chain data and social sentiment. There are many uncontrollable unknown risks, but they bet on the right growth expectations andThe rewards are also full of temptation.
VC coins and MEME coins are not hostile, they can only say that their preferences are different:
If you prefer long-term value stability growth and tend to define value through the work of the team and project parties, choose VC coins, capture various narratives and industry evolution paths, and keep up with the team will always gain;
If you prefer short-term opportunities to get rich and fight for big things with small, if you are good at discovering opportunities for information asymmetry and can withstand emotional fluctuations caused by sudden wealth and losses, choose MEME coins and you will have personal gains.
VC coins are not Goubuli, and MEME coins are not pure gamblers. Everyone has their own Crypto path, so why bother with one or the other?
