Very interesting news, today when netizens questioned the importance of the US government to Musk, Musk said that the United States was saved by a squirrel and MEMECoin. As soon as the news came out, the MEME coin PNUT, which is based on the squirrel, rose by 40%, and its market value has reached 650 million US dollars.

That’s not all. A few days ago, an AI-type MEME token rose 20 times in a single day after listing on Binance. After the market value fell back, it is still worth 570 million US dollars. If we add those MEME coins that were previously well-known, such as Doge, SHIB, PEPE, WIF, etc., the total market value of this entire track has reached 100 billion US dollars, which is a very exaggerated figure.

Many people don't have an intuitive concept. I will sort out the data from CoinMarketCap and you will understand. The total market value of the AI ​​track is currently 35.9 billion; the total market value of the RWA track is 40 billion; the total market value of the GameFi track is 25 billion; and the total market value of the DeFi track is 90.9 billion. This means that the entire MEME track is already the largest and most unique track besides Bitcoin and the public chain track, and it must be paid attention to.

To be honest, MEMECoin is the successor of the A-share market. If you have a foot in both boats, you will feel the similarity between the two markets. At the end of last month, the A-share market data was CSI 500 +1.27%, CSI 1000 +1.79%, and CSI 2000 +2.97%. The lower it goes, the smaller the market value, the worse the financial report, the faster it rises, while the big projects continue to fall, regardless of valuation, reason, and no one takes orders from each other.

But now the mutual acceptance seems to have been broken. The market value of MEME tokens is getting higher and higher, and the consensus is getting stronger and stronger. The temptation of three people making a tiger and getting rich overnight is too strong, causing many friends who hold coins for a long time to be eager to move. This is a big problem because the two markets do not have the same methodology.

I talked about MEMECOIN in the members group a few days ago, and today I will talk about it with you in this article.

Actually, I talked about MEME tokens in April last year. The article was (“Book 100x Coin” OR “Real 100x Coin”: Is the Golden Dog really an opportunity to make money?). The MEME track is essentially a dog betting track with small bets and big gains. It plays the “attention economy” and “market game”, which is an extreme probability game with popularity and liquidity as the core.

At present, the entire market of MEME is divided into several categories. One category is projects that can obtain huge traffic, such as projects that are strongly related to Trump and Musk, such as Doge, pnut, luce, etc.

One category is projects that have enabled liquidity by listing on Binance, such as NEIRO and ACT. Don’t think that MEME will not be listed on the exchange. The exchange’s revenue comes from handling fees, and the basic market is users. When choosing which coins to list, the first principle is whether they can bring in incremental users.

One category is "blue chip MEME", such as PEPE, ORDI, WIF, SHIB, which are the winners of the last few cycles.

The last category is community stars. There are many projects that can generate hundreds of millions of market value on the chain. Most of these projects are the result of early market makers taking advantage of the trend to successfully set up a game.

After the classification is done, you can filter according to your needs.

The first category is large gambling funds seeking stability in the MEME track.

Although the MEME market has reached 100 billion now and may reach 200 billion or 300 billion in the future, I also said that the methodologies are different, but the underlying logic is the same, that is, polarization.

The more successful and the larger the market value of a project, the stronger its consensus will be. If you want certainty, then go for Doge. Bitcoin in the MEME world, coupled with the popularity of the iron hat king, is likely to create miracles. In comparison, Shib is relatively inferior, a bit like Ethereum compared to Bitcoin, but worse, because Doge and Shib are too homogeneous.

The second category is small and medium-sized gamblers who seek multipliers in addition to stability.

In addition, the rise and fall of each round of MEME craze will determine two winners. In the past, it was Doge and SHI, followed by PEPE and Ordi. This year, there will probably be two winners who can break through 3B~6B. If you want to find a project that can turn hundreds of millions into billions, you can only look for it on Binance. Binance has the largest crypto liquidity. The gap between other exchanges and Binance is exponential.

This logic is pure probability. If the market value wants to exceed billions, it can only be listed on Binance to aggregate liquidity. If you want to bet on other MEMEs, you have to cross the threshold of listing on Binance, which is completely unnecessary. Certainty comes from listing on Binance. If you want a multiplier above that, look for ones with low market value, such as ACT and NEIRO, which I bought myself.

The third category is small and medium-sized gamblers who seek stability in addition to multipliers for their funds.

It is actually very difficult to get to this point. At this stage, you can only try to bet on the opportunity of projects with a value of tens of millions or hundreds of millions to be listed on Binance. This is difficult unless it is strongly related to the Binance coin listing team. What about judging the community situation, chip distribution, popularity, etc.

Let me tell you a case from my own life. I basically lost money when investing in these projects on the blockchain...

The above three categories are relatively traceable. There is nothing to say about the rest of the projects that started with a market value of hundreds of thousands, or the projects that have risen to billions but are outdated. The market value of hundreds of thousands will be scattered in a breeze, and investing in 100 projects may not necessarily make one. The same is true for those old and outdated players to become popular again, the winner takes all, it is better to choose Doge.

Finally, don't get me wrong. I'm not saying that you have to buy MEME, nor am I encouraging you to buy it. It's just that the MEME track has exceeded $100 billion and has become a very important and unique puzzle in the crypto landscape. This is an alpha opportunity that does exist at the moment, and excess returns are indeed generated here.

Again, the bull market is still in progress, and any opportunities that may arise should be considered only after holding on to Bitcoin.

Finally, a reminder that the bull market will also have huge fluctuations. Don’t be fooled by all the noise. The greed index is so high now and it is rising so fast, so it is normal to have a pullback.