Why does the deconstruction cause excellent performance in this cycle?

Source: Gryphsis Academy

Due to dissemination by imitation.Any information, as long as it can be copied by imitation, can be called the cause; the information of the form of the word spread is various causes; there are many forms of expression, such as music, thought or style, etc.EssenceThe process of the propagation process is in line with the theory of life cycle, and the propagation method is suitable for infectious disease models, but its strong metamorphosis standards are still difficult to quantify.
Memes is presented in different forms in each cycle, and with the changes of the cycle, its characteristics and mechanisms are different.Memes can reflect the mentality and market hotspots of investors to a certain extent, including the outlook and narrative direction of new technologies.

This round of bull market MEMES waves are jointly affected by society, psychology, economy, and technology.At this stage, the MEMES type can be roughly classified from the aspects of mechanism innovation, market narrative, market sentiment, culture, celebrity effects, and hot disks.Its gameplay mechanism is diverse, and a reasonable strategy must be established to profit.
Memes’s future is controversial, and the institutional retail KOL has different views.Memes is interesting and meaningful, and cannot be reduced to speculative tools.

introduction

From Ethereum to Solana, Memes never lacks the myth.According to the Coingecko report, MEMES is the most profitable cryptocurrency in the first quarter of 2024. Its top tokens have the highest average return on average, reaching 1312.6%.

Panews once interpreted MEMES’s return on investment from the perspective of Kelly formula.By calculating the number and winning percentage of the daily issuance of the Ethereum and Solana chain, it is found that its winning percentage is extremely low. Ethereum’s winning percentage is 3.28%, and solana is only 1.6% lower.Essence

Memes is a high -risk and high -return investment game.How did it attract public participation and how did it spread?Value currency vs memes, where is the future of Memes?

1. How to spread the cause

1.1 What is the cause

“When we leave this world, there are only two things that stay, one is gene and the other is meme.”

——Richard dawkins

Meme, also known as Miyin, Mimm, Mi, Mimi, Mu Mu, or the cause, is an abbreviation of the word MIMEME (derived from the ancient Greek μí μ μα). Its original meaning is imitation or copying.The concept of Memes originally originated from the book “The Selfish Gene” by British evolutionary biologist Richard Dawkins.It describes the obligation as “through … (in a wider sense) to imitate the units of self -reproducing cultural inheritance in the pond.”

The concept of the confusion has a biological ratio from the day of birth.This type of ratio will be observed with the amount of fans and genes (they can self -copy, inherit, variate, and respond to the choice pressure), and thus generate a new discipline -Memetics.

The classification dimensions of the factors are diverse. From the perspective of advantages and disadvantages, it can be divided into favorable factor and harmful cause, and according to the form of expression, it can be divided into composite molds and simple differential causes. From the perspective of evolution,The parasitic mold causes, according to the replication ability, can be divided into a strong cause and disadvantaged cause.

At present, the interpretation of the concept of the cause is more diverse, and the recognized definition is mainly based on Dawkins and Blackmore.The cause is spread by imitation; any information can be called the cause as long as it can be copied by imitation;The information of the form of the word spread is a variety of causes; there are many ways of expression, such as music, thoughts or styles, and so on.

The definition of Memes is even more different.There is a big gap in Memes in the eyes of different people.In Web2’s view, BTC may be the biggest MEMES.In the eyes of mainstream coins, the cottage coins may belong to Memes.But when you sum up it in common, you can find that MEMES refers to thoseIn the eyes of investors, there is no actual use, only speculation in speculation, depending on market emotional pricing token.

1.2 Mochrome communication mechanism

The meaning of “imitation and spread” means that its iterative nature is not fascinated without spreading behaviors.

It can be seen that the successful copy of Memes is inseparable from the propagation. How did Memes spread?

A Memes is transmitted (e) by expression (e), assimilated by the subject (A), and finally the recipient saves (R) in the memory system of the brain. After completing these four stepsA life cycle of MEMES spread was completed.

Its propagation method is similar to the virus, which can reveal the transmission path well from the infectious disease model.The infectious disease model divides the crowd into Susceptible, Exposed, Infectious, and recovered to simulate the communication mechanism.Due to the short incubation period, MEMES spreads, usually deconstructed from the SIR model, the susceptible person is reduced, the recovery is increased, and the infected person will increase first and then decrease. There is a peak.The peak is the apex of Memes.During the spread, the opinion of Polarization, opinion leaders and emotional infections will have different impacts.

In addition, network fans are also related to the theory of psychology and social identity due to the communication mechanism.Spears and Lea (1992) studies found that due to the characteristics of the Internet anonymous, members of the virtual community cannot effectively show personal characteristics and identity, and people must rely on society to define themselves to define themselves and define themselves with others.Interaction relationship.Therefore, in the process of spreading, it is also shaping a sense of identity in community organizations.Community consensus, the stronger the identity identity is, the stronger the spread.

It is worth mentioning that in the Solana chain Pump gameplay, the holder of Memes is worried that the project party who is seriously work cannot bear the decline and Rug will also encourage and support DEV in the community.A good community atmosphere reflects the side of the community will promote both parties, thereby strengthening community identity, and the chance of MEMES has a greater chance of coming out.

Source: https: //zhuanlan.zhihu.com/p/103974270

1.3 Powerful Formation Index

The strong leader indicators have strong guiding significance, which can not only help individual traders to determine whether Meme can successfully spread and in what stage of the life cycle?It can also help the project party to create a more circle of MEMES.

From the perspective of biological evolution, dawkins (1998) proposed the three indicators to measure the success of success:

Copying-Fidelity: The more loyal the copy is, the more likely it is to maintain its inherent characteristics after a few rounds of copying.
FECUNDITY: The faster the replication speed, the wider the copy spreads.
Longevity: The longer the entity needs to copy the template to survive, the more copies of it.

The cause of success requires both three.The reason why the strong cause can be widely spread is largely because they are easy to memory, not important or useful.Therefore, the effective cause should be the cause of high real and long -term preservation of memory.

From the perspective of communication, Heylighen describes 10 options for 10 options including coherence, novelty, and simplicity.As a result, the simple formula of Meme’s adaptation is designed.

F (m) = a (m) x r (m) x e (m) x t (m)

F (m) means the average ratio of the average unit of unit T to the MEMES of the previous time unit T-1.

A (m) means the proportion of assimilation rate before and after;

R (m) means that the maximum preservation time ratio of Memes is assimilated at the moment;

E (m) means the proportion of the expression of the MEMES preserved by the host at the moment;

T (M) means the proportion of replication of the expression that spreads to the host at all times.

As far as a certain moment, A ≤ 1, R ≤ 1, and e, there is no upper limit, you can express a memes 10 times or hundreds of times, there is no upper limit.There are 10,000 listeners, which is equivalent to copying 10,000 copies each time.As long as any factor is zero in the above formula, the product is zero. To make the adaptability f & gt; 1, one of the strategies is to make E & GT; 1 or T & GT; 1.

By observing the transmission trends and rough statistics of most of the factors, Hailigan research found that if a model meets certain standards in the above table, it may successfully achieve the cause of the cause of the cause, so that copying and spreading will become a strong cause.

However, from the perspective of communication and biological evolution, it is difficult to accurately determine to what extent to which standards to meet and which standards to meet.Based on financial and mathematics -related disciplines, the winning rate of indicators of secondary transactions on Memes is about 30%, and there will be some errors.Lobricity, the proportion of the top ten warehouses, the number of Rugs of the project party will affect Memes, but the actual indicators are difficult to accurately quantify, combined with AI model analysis or help.

2. MEMES status and development

Since the birth of Bitcoin, MEMES has existed in each cycle and has a good performance.From Litecoin to Dogecoin, to NFT and Zoo Memes.Memes presented in various ways, and as the cycle changes, its characteristics and mechanisms are different.Sorting out its development and status quo helps to better discover the version answer.

2.1Memes Early Development

Source: https://dogecoin.com

At the beginning of the concept of Memes, the market did not trigger a market boom. It was not until 2013 that Dogecoin (DOGE) did Memes enter the public vision.

DOGE is a picture of MEMES, which is the main character of Japanese Shiba Inu, which originated in Shiba Inu Kabosu, which appeared in 2010.After launching Dogecoin (DOGE) on Billy and Jackson, he has received widespread attention on Reddit and other websites, and is used as a currency for reward tips.Two weeks after birth, the daily transaction volume exceeds Bitcoin.

In 2014, Doge was selected as the best MEMES of the Year of the Year and appeared in mainstream culture.In 2021, with Elon Musk’s many times, the price of dog coins soared.Dogecoin’s success has created the foundation for Memes prosperity and brought new currency.These new currencies were originally launched at the “Alternative Cryptocurrency” sub -forum in Bitcointalk’s “Alternative Cryptocurrency” sub -forum.

Subsequently, different Memes will rise in each period.Looking back at the ICO boom in 2017, most of the projects will provide detailed white paper, which will attract investment with technological innovation as potential.Most MEMES during this period is more serious, and its vision hopes to make practical innovation beyond Memes.

Under the DEFI boom, the project focuses more on the advantages of economic and liquidity and attracting participants.At that time, Memes was mainly animals, food, etc.In addition, the NFT project was also considered to belong to Memes in the early days. Some of the most representative NFT include: Cryptopunks, Bored Apes, Pudgy Penguins, etc.

At present, the boom of MEMES depends more on emotional promotion.The project no longer pursues technological innovation, pays more attention to the narrative direction and market hotspot.This phenomenon may reflect the market’s fatigue to some extent, that is, investors have gradually begun to seek a more IQ50 market participation method after experiencing long -term technical orientation.In this mode, PUMP has risen, and a large number of players are involved in real -time low -cost ways.

Tracing back to MEMES development, the characteristics of Memes can reflect the mentality of investors and the current market hotspots in different periods.Memes contains the outlook of new technologies and hot spots.

2.2 MEME of major public chains is analysis

Source: https://www.memesrace.xyz/

Memes can bring prosperity to the public chain. From Doge to BOME, Memes has become a unique cultural logo and communication method of Web3.The major public chains have a place of MEMES.

Some MEMES with a high market value is mainly deployed on Ethereum, Solana, Base, Bitcoin (BRC20, etc.) and other chains.

In MEMES, the top 500 market value, most of them are deployed on the Ethereum and the Solana chain.It reflects the prosperity of the MEMES ecosystem in the solana chain in this round of bull market.Judging from the type of MEMES, because most of the Ethereum chains are early MEMES, such as PEPE, Shib, etc., the reason for the rise of the head MEMES still belongs to the early narrative logic.

In addition to Doge, the Solana chain MEMES is more diverse, and its gameplay is more likely to be affected by market emotions due to the appearance of BOME.The Base Chain’s MEMES is more inclined to capture the technical trend and start around social ecology.

Source: Coinmarketcap

(1) Innovative advantages of gameplay mechanism

A representative case includes people and SLEF.Web3 consensus is king, and MEMES pays more attention to consensus.At that time, PEOPLE gathered nearly 20,000 people around the world through ConstitutionDao, which was MEMES’s in -depth test of DAO.

It was planned by the innovative Graham Novak and Austin Cain. The goal was to auction the printed book of the US Constitution in 1787, which became the first project for crowdfunding funds to protect world historical documents, and therefore reached a hundred times benefits at the time.SLERF was forced to repay because of the project party’s operation errors, which achieved a completely fair release and caused a wave.

(2) The direction of the narrative of the market

There is a certain time difference between the primary market and the secondary market.And Memes itself can reflect the pursuit of new technologies.When the secondary market narrative is in AI, it can be found that AI Memes has also risen rapidly, and AI, such as Aidoge, AIBB, and other AI have skyrocketed.

In addition, the Women’s Day and the Spring Festival and other festivals will also cause the increase in related tokens such as LADYS; the Nvidia Conference, the CZ court will also trigger the issuance and fluctuations of tokens such as Nvedua, FreeczZero.

(3) Extractable market emotions

This type is difficult to judge, but most of them trigger people’s consensus and ignite market enthusiasm.For example: The operation of BOME founder Jiachi Zizi quickly detonated the market.

(4) Strong cause culture

The DOGE was all the rage before the tokens were on sale. PEPE’s expression pack before the tokens was widely spread. These are examples of a strong cause, and then an example of token.In addition, MEMES, with artistic characteristics, is often stronger, and may be more unique because art is in the assimilation stage.

(5) Impact of celebrity effects

Musk called a single dog coin, causing “Doge to the Moom”.The founder of Solanaana Anatoly Yakovenko, Silly, launched during Halloween, also performed extremely brightly.The market value of less than two weeks will reach US $ 70 million, with a currency holding address of over 8,600, and up to 1.2 million US dollars in chain.Due to the summer Olympic Games, the national tokens also rose one after another. Musk only mentioned Argentina in the tweet, and the wise money was immediately discovered and bought on the chain to get huge benefits.

(6) Related hotspots

Most of these types are the popularity of the magic plate, and it is difficult to run out of the real god plate, but there is a speculation space in the short term.

Only when the above categories are met can it become a strong Memes.Although Memes looks like a soil dog game, it still needs a high market sense.

2.3 Why is MEME at this stage attracted much attention

The emergence of Memes and the existence of society, psychology, economy, and technology.The psychology of speculation, strong marketing methods, professional financial teams, and barbaric growth environment are all reasons for Memes to breed.

In this round of bull market, the reason why MEMES has attracted much attention can be briefly interpreted from the following points.

(1) The needs of mainstream narrative.Analysis of this round of bull markets, we can see that the market lacks a mainstream narrative that can undertake the popularity of Bitcoin ETF.Value coins are unsatisfactory, and BOME will be launched for three days.Memes can continue the enthusiasm of encrypted players to a certain extent and become a potential melody.

(2) Improvement of infrastructure.The development of decentralized exchanges and the continuous upgrade of public chain performance have greatly reduced the cost of tokens issuance and player participation.

(3) Official support of the public chain.The public chain uses MEMES’s wealth -making effect to further attract a large number of active users and increase its popularity to expand the ecosystem.But at the same time, it will also bring a lot of bad impressions caused by brutal growth. The Solana chain fever memes, and the base chain selects support. You can see the two public chain development stages and strategies behind it.

(4) The concept of consensus concept.The rise of Memes is closely related to Fair Launch.This fair way of sale is more in line with the value concept of web3.

(5) The emotion of market FOMO.Social media’s hype and highly spread pictures have attracted users to participate.This FOMO emotion also accompanied by retail investors’ dissatisfaction with the institution.

(6) The impact of a wealth -making effect.The legend of wealthy overnight is widely circulated in Memes, attracting countless players to participate.And MEMES is simple and easy to understand, no need to understand complex technical principles, so that players have further decreased the threshold for participation.

(7) The bull market that does not take over.This round of bull market is a bull market that does not take over each other, and MEMES is a funds mismatch at the time scale, which is more in line with this round of narrative and retail psychology.

Memes restores the wild nature of the primitive forest of no regulatory finance, facing many problems.However, as a cultural phenomenon and popular investment, MEMES has become part of the crypto market that cannot be ignored.In the face of the intricate market environment, it is necessary to know that profitability is a reward for good risk management, and the bet on luck will eventually return to the market.

3.meme is the analysis of the gameplay mechanism

Since the development of MEMES, its gameplay mechanism has become more diverse.Some people have a lot of profit, but most players ends at zero.Memes is not only a lucky game, but a good strategy can profit in the cruel financial market.

3.1 Preliminary Examination MEMES

Trading on the chain, mainly security.When interacting on the chain, the safety of wallets and contracts is the most important.At present, there are many tools that support the security of contract security, and some basic viewing applications have integrated these functions.In addition, it is necessary to prevent the project party RUG, the ponds are good for the illusion, the puppet plate, and so on.

The early MEMES gameplay is mainly to discover the early Alpha.The project party’s distribution and user participation are still high, and players are mainly based on increasing winning rates.Basic judgments can be made by observing the size of the pool, the market value, the liquidity, and the proportion of the first 10 positions.Combined with the number of Twitter fans, community popularity, comprehensive analysis of website completion.

With the rise of the Solana chain MEMES, its gameplay is more diverse, the number of Twitter fans, and the community popularity cannot be used as a single evaluation indicator.And MEMES trading rhythm is faster, the frequency of hair dishes is extremely high, and the trading robot market is hot again due to MEMES.

As the PUMP continues to be hot, hot spots such as national currency, fruit coins, vegetable coins, Trump, Trump, and other continuous conversion speeds are also very fast.The rise of Memes has also had a certain impact on TG BOT activity.

Source: dune (@whale_hunter)

3.2pump mechanism exploration

Pump, as a platform that focuses on creating and trading Memes on Solana and Blast, has continued to rise.The popularity of Pump’s gameplay reflects the project party’s needs for fast issuing coins and players for social.

Source: pump

As a DEX, Pump is currently using a binding curve mechanism.Compared with AMM, it is more suitable for the issuance and transaction of new tokens. It directly associates to the price of the token to the supply without relying on the two assets in the liquidity pool.

Pump issued or transactions are very simple. When the market value of Memes reaches 69K, the platform will automatically deposit the liquidity of 12K to the decentralized exchange (such as Raydium), and perform a combustion mechanism, stabilize the price of currency, and increase scarcity.

Pump’s extremely low participation costs have attracted a large number of players. The profit is very considerable, with a daily income of over 400,000 US dollars.But the platform lacks technical barriers, and is currently only profitable for scarcity.

Source: pump

The Pump interface design is simple but very magical, and its hotspot transformation is extremely rapid.Michi (Michi), USA (American Coin), SC (SHARK CAT), etc. are MEMES that appears in Pump.The wealth effect on it has attracted many players to participate.

3.3meme is a strategy analysis

Memes can be traded through a variety of indicators, but there is no golden indicator.The strong following the index of the framework may increase the winning rate, but it may also cause the golden dog to miss the golden dog.

(1) Transaction strategy driven by public opinion heat.Judge from the degree of FOMO from the spread of the chain.In the process of practical operation, it needs to have extremely high acuity, as well as high -quality communities and KOL list.

(2) Technology is the core trading strategy.Signal trading and data analysis on the chain are parallel with robot tools.This includes several strategies: the tracking of smart money, suitable for large market transactions.But you can form a personal investment strategy through the style of smart money.Scientists sniper need to establish screening standards for targets and assisted transactions through robots.The strict execution of robots on strategies can significantly increase the winning rate, but may lead to missed golden dogs.

(3) Trading strategy of financial mathematics.Mainly judge through K -line, chip distribution, etc.For different pools, the volume of funds, and different gameplay.Common: daily players, usually participating in medium -sized pools to ensure that the project party will not RUG overnight.Hold or carry out bands for a long time.Ultra -short -term players mainly observe the K -line, the quality of the target to participate.With the popularity of PUMP, some players have an early ambush hotspot, and transactions are traded through the internal disk PUMP.

Risk reminder: MEMES is extremely high in risk and is likely to lose all principal.

4.Meme is the future

4.1 How to think of major institutions

Memes’s dazzling performance in this round of bull market has attracted much attention.The major institutions have different views, and MEMES VS value coins have become hot topics in this round of discussion.

Source: https://x.com/eddylazzarin/status/178314928847176661

A16Z CTO has clearly stated that he has criticized memes,It is believed that “Memes destroys the long -term vision that allows many people to stay in the encryption field, and it is not technically attractive; it is not attractive for the builders.” In contrast, there may be further interpretation. According to the chain of scopechat and rootdata statistics,Address data, the largest position of the A16Z public address is UNI, followed by COMP and ETH.

But there are also many institutions and KOLs holding a positive attitude towards Memes.Pantera partners believe that Memes, as an interesting social activity, can attract more people to join Web3 with low thresholds, and as the introduction of early ecosystems in the public chain, it is the easiest to allow the next generation to experience the latest DEFI applications and introduce them to Web3.The way.For applications, MEMES can increase further development of NFT projects and social protocols.

V God has also looked forward to Memes’s futureIt is also meaningful to think that Memes is interesting and cannot be reduced to speculation.It is believed that Memes can further develop in charity and Robin Han games.In fact, as the largest MEMES, dog coins have been implemented in charity. They have supported the tooth buying and a sled team to participate in the Sochi Winter Olympics. They have built clean water wells in Kenya. They also plan to remove 30 million pounds of garbage from the ocean.

4.2meme is the reflection of the wave

Memes is controversial in this round, because the real value of Memes and the impact of the current market value gap.But how to define a high -quality MEMES, what kind of project is a high -quality MEMES, and it is still difficult to have consensus at this stage.

Bitcoin seems to be the biggest inad coin as a web2. Is the crowd who was originally willing to pay for it at first, is it a gambling dog or an investor who is pursuing wealth or blockchain consensus?The barren land of no regulatory finance virgin forest will eventually produce MEMES under the consensus of capital consensus or tracking equal freedom coins, which is worth looking forward to.

Finally, do not take the deconstructed things as the final answer to the problem before learning the construction.