Recently, a trend of "Meme value investment" has gradually emerged in the community, and its core logic can be briefly summarized as follows:
Logic 1: Meme has its unique value.
Traditional value investors believe that Meme is worthless and that only products that solve practical problems have value. However, Meme value investors believe that in a highly speculative market, Meme is one of the best products to meet speculative needs. In addition, Meme also has additional effects such as culture, IP, and entertainment, which are also considered valuable. Therefore, Meme value investors firmly believe that Meme is valuable.
Logic 2: Meme requires an abundant funding environment.
Traditional value investors believe that they should invest in places with high market activity. For Meme investors, they need to choose a time when there is sufficient funds and a strong speculative atmosphere to invest in Meme. In the current cycle, some strong Memes come from blockchains such as Solana, Binance Smart Chain, and Ethereum, because they have attracted a lot of abundant capital investment.
Logic 3: The market value of Meme will occupy a certain proportion of the market value of the public chain.
All speculative funds on a blockchain will support the market value of Memes on the chain, which are both supported and constrained by the chain. For example, the current market value of Shiba Inu accounts for 4% of Ethereum's market value, and the market value of some other Meme coins also accounts for a corresponding proportion. So what will be the market value share of the top Memes on TON?
Logic 4: The market value fluctuations of Meme and the chain are in the same frequency.
This means that except for the value discovery period of Meme, the high point of Meme and the high point of the chain are close.
In summary, although the above four logics seem simple, in the current bonus period of the Meme market, mastering these logics can profit from it, and its importance cannot be underestimated.
