价值投资已死 MEME永生?

币圈资讯 阅读:31 2024-04-22 03:28:14 评论:0
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BOME和SLERF结束了疯狂拉升,市场再次经历和见证了又一轮暴富「淘金」,尽管MEME的热浪尚未彻底退去,但市场也短暂恢复了一些冷静。

除了感慨 “币圈一天,传统金融一年” 的涨幅和收益之外,不少「老韭菜」都在讨论一个问题:“这一轮周期MEME币的发力为什么这么早?” 按照过往几个周期的板块轮动来看,当一个新概念和新叙事的热度达到顶峰之后,伴随着MEME币的接力,繁花散尽,是牛市终章的序曲。但在这个周期中,板块轮动顺序却似乎被重新编排,MEME币不按套路出牌,在这一轮周期的初中期就成为了主线。

在「价值投资」的理论中,MEME币和土狗币历来是被边缘化的存在,即使是在充满泡沫的币圈。但事实上很多人并不理解到底什么是MEME,更不能理解MEME币和土狗币的区别。

从DogeCoin的狗狗图案到今天的铭文,MEME已经成为币圈一种独特的文化标志和沟通方式。那么,这些看似滑稽甚至荒诞的文化元素是如何在加密世界中获得如此显著地位的呢?本文将探讨MEME与区块链的关系,以及其对加密货币文化的影响。

1.MEME就是基因

1.1 MEME概念的由来

每每说到MEME的诞生和起源,Richard Dawkins都绝对是一个绕不过去的人。

在1976年,Richard Dawkins在其开创性著作《自私的基因》中首次提出了MEME这一概念。在《自私的基因》的最后一章中,Richard Dawkins引入了“MEME”这个概念,将其定义为文化传播的单位,类似于生物遗传中的基因。MEME可以是旋律、想法、服饰风格、语言习惯、技术或其他任何文化传播的现象。它们通过模仿从一个人传播到另一个人,从而在人类文化中复制自身。MEME的成功和生存,就像基因一样,取决于它们的复制精确度、持久性以及其对于宿主的“吸引力”或效用。

用更通俗易懂的话说,MEME可以是一个梗,一个段子,一个表情包等等,在广泛传播后形成的一种亚文化。而MEME币则是将这种亚文化价值化的一种方式。

随着互联网和社交媒体的兴起,MEME成为了全球文化交流的重要组成部分,其传播的速度和范围远超Richard Dawkins 的初衷。今天,MEME以其幽默和讽刺的形式,不仅快速传播娱乐和信息,还在塑造公众意见和文化现象方面发挥着重要作用,特别是在加密货币和区块链技术领域,MEME的影响尤为显著。

值得一提的是,为了纪念 3 月 26 日Dawkin的生日,社区特别推出了名为“Dawkoin”的MEME币,Dawkin在社交媒体上分享了这个消息,没有表现出抗拒和反感。

1.2 比特币是最早的MEME

“ 从某种意义上来说,所有加密代币都具有MEME含量,只是含量不同,50%以上的是常态。”这是区块链行业最早一批媒体蓝狐笔记最近发表的观点。如果按0-100来看,以pepe、doge为代表的MEME含量在99.9%以上;AI有90%MEME含量;BTC L2有80%MEME含量;Defi有30-50%MEME含量。

所以,比特币也可以说是最早的MEME吗?

我们都知道在2009年1月,在芬兰赫尔辛基的一台小型服务器上,中本聪发明了比特币系统,并挖掘出了第一个区块,这也被称作“创世区块”,最初的50个比特币也宣告问世。从技术上说,比特币是打开区块链大门的钥匙,依托于近半个世纪以来逐渐成熟的密码学、分布式存储、共识机制等技术。

但如今人们提起比特币,并不只会讨论其技术算法。作为第一个成功的加密货币,比特币背后的哲学意味、匿名创始人中本聪、以及对抗传统金融体系的精神,都赋予了它超越技术的意义。

所以从这个角度上来说,比特币本身就是最早的MEME,它代表了对权力、自由和系统变革的追求。这种象征意义超越了它作为货币的功能,成为了一个文化和社会运动的标志。

也有人说MEME币是「注意力经济」,越能吸引人注意力的MEME币就是越好的MEME。经过15年的发展后,在价格突破 71,000 美元的历史新高之后,比特币市值已跃升至 1.398 万亿美元,超越白银(1.379 万亿美元),跻身全球第八大资产。比特币所代表的加密货币总市值百分比达到了 49.8%,比特币在加密行业占据着强大的主导地位。

随着今年年初比特币ETF的通过和比特币生态的崛起,越来越多的交易者和投资者正在「返璞归真」,将注意力和流动性重注到比特币生态。

比特币是加密行业最吸引人注意力的代币,从这个角度来看,比特币何尝不是MEME呢?

1.3 铭文与NFT:MEME的「衍生品」

既然MEME可以看做是基因的一种表现形式,那MEME就一定会有分化,这在前文中提到的MEME起源Richard Dawkins的《自私的基因》中也能找到一定的理论基础:MEME和基因在传播和演化机制上的相似性,两者都通过复制过程传递,都经历选择压力,且在一定条件下会发生变异。

回顾币圈MEME币龙头,DogeCoin最初作为比特币的一个轻松版的概念而创建,以流行的“Doge” MEME(一只名叫Shiba Inu的狗的图片,配以内心独白式的文字)为其标志。它的创始人没有想到这个基于笑话的货币,会被马斯克「青睐」,并最终成为如今市值最大的MEME币。

加密行业经历了十二年之后,已经有了一套惯有的逻辑,创造出新概念和新叙事后的项目方们,与VC机构们拥抱捆绑,「撸毛」刷空投预热之后,再各种做局让二级接盘。这波牛市也是只有 TIA 和 SOL 才算符合老韭菜心目中的好项目 —— 有团队、有好 VC、Binance 上线、赛道有炒作的预期。

在这一切理应都按照常理继续的同时,MEME赛道却经历了一系列变异和衍生,作为「搅局者」的铭文诞生了。比特币生态中的所有「铭文」的出现和火热,完全出乎意料。

从诞生起,「铭文」就天然带着「公平发射」和「first is first」的社区精神,而这也恰巧是MEME的slogan。从 3 月份诞生开始,偏见就紧紧伴随着比特币生态,但其似乎一直没有放弃说服所有人:「如果你有偏见,那就让比特币生态涨到你没有偏见为止」。

打一张 ORDI(1 张包括 1000 个币)成本在 2 到 3 美元,按现在 1 个 ORDI 60 美元的价格计算,目前一张的价格为 6 万美元。一年过去了,如果至今没有卖出,按现在的价格计算,这是一笔超过两万倍涨幅的投资。

而铭文其实不是MEME的第一次变异和衍生,MEME的多样性在NFT赛道也可以体现。作为上一轮周期最大的新叙事,NFT也经历了一轮牛熊,NFT 龙头BAYC一度跌破 13 ETH,更不要说更多没有资本支持的NFT艺术家如今的境遇,因此他们也在为自己寻找各种出路。

从最近爆火的BOME和SLERF也能看出,MEME币给持有者带去的文化价值,一定程度上也能反哺NFT的流动性。虽然呈现出来的形式不一样,但本质上NFT和MEME币所传播的文化属性都是一样的。

除了这种更广泛形式的衍生,我们也能在一些更具体的MEME上看到系列的文化衍生,比如Pepe the Frog。

这张图像最初只是漫画家Matt Furie在2005年的一本在线漫画中的一个角色,但随后它演变成了互联网上一个广泛认可的MEME象征。不同于那些有明确创作者背景的MEME,Pepe the Frog背后聚集了一个由无数匿名艺术家组成的社区,他们创造了各种各样的Pepe形象,这些形象在不同的文化语境和社交媒体平台上扮演着多样的角色。

Pepe the Frog的演变过程展示了MEME文化中的一种独特现象:一个单一的图像如何能够催生出一个庞大而多样化的文化生态。这种文化衍生并不仅仅是复制原始图像的简单行为,而是一个涉及创造性重构和文化再解释的过程。

2.流水的币圈叙事,铁打的MEME文化

在深入探讨MEME的本质及其与区块链的关系时,我们发现这两者在加密世界中共同构建了一个独特的文化和情绪生态系统。区块链不仅是技术的革新,它也成为了一个巨大的情绪场,MEME不仅仅是娱乐性的梗,也在区块链行业里塑造市场叙事、吸引社区参与、以及推动加密货币价值上升中扮演着重要角色。

2.1 币圈是情绪和叙事的放大镜

有人的地方就有江湖,有江湖的地方就有情绪。

币圈拥有疯狂的泡沫和上下插针跳动的k线,这里不仅仅是资金的聚集地,更是一个被放大的情绪高压锅。

从投资者对未来技术的激情,到对市场波动的恐惧和贪婪,区块链作为一个新兴的技术和金融领域,放大了这些人类基本情绪的影响力,进而影响市场动态和投资决策。

MEME天生有着传递情绪的作用,从狂热到恐慌,以幽默、讽刺甚至是夸张的形式,MEME 能迅速在社区之间传播,引发情感共鸣,从而在无形中影响了市场的走向。

在短时间内,一则成功的MEME可以吸引大量的关注和讨论,进而推动投资者的购买行为,导致价格的短期上涨。这种现象尤其在加密市场中常见,其中市场情绪往往能够在很大程度上影响价格波动。

记得尤瓦尔.赫拉利在《人类简史》书中曾说过,智人最初是通过“八卦”和方式,互相交流人际信息,通过对别人评头论足来知根知底,从而建立起稳定紧密的人际组织。

后来,人们通过“讲故事”,形成了共同的想象,来构建更普遍的信任,比如宗教、国家、货币、公司等等。同样的,加密社区中的个体也可以通过共享的MEME和叙事来形成强大的群体身份和目标。

这种基于共同想象的信任正是MEME能在币圈产生价格的关键因素,也是其能够吸引大量币圈投资者和用户参与的原因。

2.2 MEME不需要公链,公链需要MEME

从BTC到Solana链,以及之后的TON链和Base链,每一条大热公链都需要MEME币,鼓励甚至创造MEME文化。

其中最有代表性的就是Solana 联创Anatoly, 去年的Solana 社区年度峰会开幕当日,正值西方万圣节当天,Anatoly 以一身绿色恐龙装扮出场,成为了峰会上最独特、最引人注目的存在。Anatoly 站在众人面前,自我介绍道:「I’m Anatoly, and I’m a silly dragon」,说完这句话,Anatoly 不好意思的笑了,整个会场的观众也被逗笑。

而之后的故事大家都知道了,silly成了那段时间最火热的MEME币,社区重新发现在Solana上炒币真的很丝滑,「以太坊杀手」重回社区视线成了「SBF甄选」。

Solana之后,大家发现公链通过MEME来构建品牌认同和社区凝聚力,是行得通的。一个强大的、围绕特定MEME构建的社区可以有效地推广项目,吸引新用户,同时增强项目的市场地位。

而现在也能看到TON链和Base链也都蠢蠢欲动,想要在MEME币的交易流动性中分一杯羹,TVL均创新高,链上活跃度和链上交易量也都有了指数级的增长,而TON 基金会也公开宣布在招聘 MEMECOIN 生态负责人。

2.3 我们终于对各种概念祛魅了吗?

最近的一个段子:“看到 zk+DEPIN+rollup+ai 这些概念叠加,币圈的VC便按捺不住兴奋之情”,这个段子的背后也让我们不禁思考:我们是否真的对加密货币领域的各种概念进行了深入的理解和祛魅?

而MEME的持续火热,就像是对这些所谓的核心圈们组的局子发出的讥讽。这份讽刺,不仅仅质疑了技术本身,更深层地批评了整个加密货币市场对于新技术的盲目热情,对其实质性应用的忽视。

“反正也看不懂,还不如炒MEME” 社区的老韭菜显得力不从心,新韭菜就更不懂了。一轮轮流水般快速迭代的币圈叙事下,反而MEME文化却长盛不衰。BOME 上 Binance 的神速让更是让许多加密项目「破防了」,辛苦耕耘了几年还没能上所,但 BOME 三天就做到了。

回到最近社区常常做出的发问:“区块链的终点是MEME吗?” 抑或是 “价值投资已死,MEME永生?”。虽然这些问题的提法显得绝对,甚至有些极端。但不得不承认,十年内区块链最大的作用仍是投机炒币,或许是一句实话。


And ended the crazy pull-up of the market, and once again experienced and witnessed another round of rich gold rush. Although the heat wave has not completely subsided, the market has temporarily recovered some calmness. In addition to feeling the increase and income of traditional finance in the currency circle one day, many old leeks are discussing a question: Why did this round of cyclical coins exert its strength so early? According to the plate rotation of the past few cycles, when the heat of a new concept and new narrative reached its peak, it was the sequence of the last chapter of the bull market with the relay of coins. However, in this cycle, the order of plate rotation seems to be rearranged, and the currency does not play according to the routine, which has become the main line in the middle school of this cycle. In the theory of value investment, currency and local dog currency have always been marginalized, even in a bubble-filled currency circle, but in fact, many people do not understand what is the difference between currency and local dog currency. From the dog pattern to today's inscription, it has become a unique cultural symbol and communication way in the currency circle, so these seem ridiculous and even. How did the absurd cultural elements gain such a prominent position in the encrypted world? This paper will discuss the relationship with the blockchain and its influence on the encrypted currency culture, that is, the origin of the concept of gene. Every time it is mentioned, the birth and origin are absolutely unavoidable. In his groundbreaking book selfish genes, this concept was first put forward in, and it was introduced in the last chapter of selfish genes, and it was defined as the unit of cultural transmission, similar to the genes in biological genetics. Melody, idea, clothing style, language habit, technology or any other phenomenon of cultural transmission. They spread from one person to another by imitation, so their success and survival in human culture depend on their replication accuracy, persistence and its attraction or utility to the host just like genes. In more common words, it can be a subculture formed after a wide spread, and money is one of the ways to value this subculture. With the rise of the Internet and social media, the mode has become an important part of global cultural exchange, and its spread speed and scope far exceed the original intention. Today, it not only spreads entertainment and information quickly in the form of humor and satire, but also plays an important role in shaping public opinions and cultural phenomena, especially in the fields of cryptocurrency and blockchain technology. It is worth mentioning that in order to commemorate the birthday of March, the community specially launched a coin called "Coin" to share this elimination on social media. Interest does not show resistance and disgust. Bitcoin is the earliest. In a sense, all encrypted tokens have content, but it is normal that the content is different. This is the opinion recently published by Blue Fox Notes, the earliest media in the blockchain industry. If the content represented by it is above the content, it can be said that Bitcoin is the earliest. We all know that Satoshi Nakamoto invented the Bitcoin system on a small server in Helsinki, Finland, and excavated it. The first block, also known as the Creation Block, the first bitcoin was also announced. Technically speaking, bitcoin is the key to open the door of the blockchain, relying on technologies such as cryptography, distributed storage consensus mechanism, etc., which have gradually matured in the past half century. But now people mention bitcoin not only to discuss its technical algorithm, but also the philosophical meaning behind Bitcoin, the first successful cryptocurrency. The anonymous founder Satoshi Nakamoto and the spirit of confronting the traditional financial system have given it the significance of transcending technology. Therefore, from this point of view, Bitcoin itself is the earliest. It represents the pursuit of power freedom and system change. This symbolic significance transcends its function as a currency and has become a symbol of cultural and social movements. Some people say that money is an attention economy, and the more attractive it is, the better it is. After years of development, the market value of Bitcoin has jumped to trillion dollars, surpassing silver trillion dollars and becoming the eighth largest asset in the world. The percentage of the total market value of cryptocurrency in the table has reached that bitcoin occupies a strong dominant position in the encryption industry. With the adoption of bitcoin and the rise of bitcoin ecology at the beginning of this year, more and more traders and investors are returning to their original nature and re-injecting their attention and liquidity into bitcoin ecology. Bitcoin is the most attractive token in the encryption industry. From this perspective, bitcoin is not. Since inscriptions and derivatives can be regarded as a form of expression of genes, there must be differences. This can also be found in the selfish genes of origin mentioned above, and the similarity of genes in the transmission and evolution mechanism can be found. Both of them are transmitted through the replication process and will undergo selection pressure and mutate under certain conditions. Looking back, the coin circle coin faucet was originally created as a relaxed concept of Bitcoin, with a picture of a popular dog named with inner monologue as its symbol. Its founder did not expect that this joke-based currency would be musk. Favored and eventually became the currency encryption industry with the largest market value today. After twelve years, it has already had a set of customary logic to create new concepts and new narratives. After all this, the project parties and institutions embraced and tied up, brushed the air and warmed up, and then made various games to make the second-level takeover. This bull market is only a good project in the mind of the old leek. There is a good team and speculation on the track. While all this should continue according to common sense, the track has experienced a series of variations and derivatives. Showstopper's inscription was born. The appearance and popularity of all the inscriptions in the bitcoin ecology were completely unexpected. Since its birth, the inscription naturally has a fair launch and a good community spirit, which happens to be the case. Since its birth in January, prejudice has been closely accompanied by the bitcoin ecology, but it seems that it has never given up convincing everyone that if you are biased, let the bitcoin ecology rise to the point where you are unbiased. The cost of each piece, including one coin, is calculated at the current price of one dollar. Ten thousand dollars a year has passed, and if it hasn't been sold yet, it's an investment with an increase of more than 20,000 times at the current price, but the inscription is actually not. The first variation and derived diversity can also be reflected on the track. As the new narrative with the longest cycle in the last round, it has also experienced a round of bull and bear bibcock once falling, not to mention the current situation of more artists without capital support, so they are also looking for various ways for themselves. From the recent explosion, we can also see that the cultural value brought by money to the holders can also be fed back. Although the form presented is different, it is essentially the same as 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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