Some thoughts about Meme, originated from my own random thoughts, combined with my previous valuation logic system for projects and discussions with some friends.
1. The premise is to doubt the next spot Meme. After the emotions are ignited, there is no need to give 1/2 level arbitrage opportunities. It is better to choose from the existing contract targets, so that the trading volume and traffic are all self-owned.
2. ACT and Pnut are two different ways of playing. ACT is the logic of traditional Meme on Binance, and the template is Neiro. Pnut is the logic of going out of the circle, and the template is Doge/Shib in 21 years. Musk will not stop before reaching the target position, and will promote Robinhood to list coins.
3. It has been said before that Trump will pay attention to compliance and see if there are targets on Robinhood/CB. Pepe has verified this logic because it is the most direct choice and the next opportunity is greater.
4. I talked to some friends who made money in this round and they thought that the Pnut template is Doge/Shib, which is the benchmark for new entrants in this round. That is to say, Pnut is regarded as Beta and accumulated continuously. When you make money, you buy it and expect to make more money.
5. For other on-chain Memes, those that have already started to rise are reacting to the contract price. First, make the price higher and put the money in your pocket. Then the logical reflection is good for the projects that have been listed on the contract.
Two current trading logics:
1. Observe the different heights of on-chain-contract-spot. If the listing situation remains the current state, the latter two can carry out expected arbitrage based on the height of the former.
This logic is also the main reason why I think ACT is a little underestimated this morning.
2. Hold the top Meme you are optimistic about, observe the sentiment index of on-chain-contract-spot, and decide when to increase or decrease the position.
