Base链Degen的千倍成长之路

币圈资讯 阅读:32 2024-04-22 04:08:50 评论:0
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最近Base链上迅速蹿红了一个MEME生态Degen。

Degen本来是去中心化社交应用@warpcast_ 中一个频道的代币,它最早是用来给内容打赏的。代币于今年1月份推出后,发展得非常迅速,无论是持币地址还是围绕它的交易都在快速增长,使其成为Base生态中一个火爆的迷因币。

最近,更有Syndicate团队基于Arbitrum Orbit和AnyTrust的技术将Degen作为系统原生代币推出了基于Base的Layer 3系统,名字就叫Degen Chain。

有意思的是,Degen代币刚推出时,1月15日它的价格是0.000033美元,而在截至写稿时为止,它的价格是0.046美元,将近3个月涨幅高达1400倍。

妥妥一个千倍币了。

看到Degen这段极短的发展史,我又想到了狗狗币、屎币和佩佩(PEPE)。

狗狗币最初上线的目的就是为了给内容打赏。那个年代,狗狗币的创作者认为比特币的价格太贵了(当然相对于今天,仍然极其便宜),所以推出了便宜得多的狗狗币。

后来,狗狗币没有按照创作者设想的那样发展成广泛使用的打赏币,而是被马斯克“接手”,逐渐发展成了迷因币。

但狗狗币发展到现在,来自社区的支持一直比较乏力,只有每次马斯克给它带来情绪时才会有一波热度。这使它未来的发展有太大的不确定性。

屎币的发展则和狗狗币完全不同,它一开始就是一个“玩笑”就是一个“社会实践”,但后来它的团队不满足于屎币仅仅是个迷因币,于是将它作为原生代币发展出了基于以太坊的第二层扩展系统。

但这个第二层系统推出后,它的生态似乎没有太大的进展。我们看不到哪个关注度高的应用。

和狗狗币、屎币都不同,佩佩有个王炸般的开局,有着非常优质的迷因,可惜在短期蹿红之后,团队的作为太让人失望了。现在它只能靠价格的拉扯来吸引人气。可这种拉扯是很难持续推动一个迷因长期发展的。

XUdmuitwqEfShT7KlsPcthbw27ZmyBSoCT2H100p.png

佩佩的走势更强化了我一直以来坚持的一个观点:

一个项目如果开局太好往往后续会让人失望;

相反,一个项目如果开局默默无闻,只要它埋头建设,一旦后面碰到一个引爆点,它前期积攒的实力会瞬间爆发并形成较高的门槛,它会迅速超过竞争者。而且这样的项目会更持久、更有后劲。

Degen在1月份上线之后,基本只在小圈子里流传,靠着社区的推动和应用,才在3月份左右开始大规模出圈。这个走势比起佩佩要健康得多。

另外,它综合了狗狗币和屎币的特点:和狗狗币一样起于打赏,和屎币一样最终走上了建设生态的路,有了自己的专有链。

但和狗狗币不同,它的走势不依赖某个人的情绪;也和屎币不同,它有更好的生态基础-----它的背后是现在热度在持续上升的Farcaster。

总体来说,Degen算是这几个迷因币里,综合条件最好的了。不过这里面也有一个问题:构建Degen Chain的团队如何?是否会持续推动它的发展?

如果Degen能照着现在这条路发展下去,依托Farcaster和Base现在的生态热度,是很有可能发展成一个独具特色的Layer 3的。

至于它的价格,现在已经不算太低了。截至写稿时为止,全流通市值已经超过了17亿美元,按市值排名已经可以排到第70名了。


Recently, an eco-token, which was originally a channel in decentralized social applications, has become a hot meme in the eco-chain. It was originally used as a token for rewarding content. After it was launched in this month, it developed very rapidly, and both the address of holding the currency and the transactions around it grew rapidly, making it a hot meme in the eco-chain. Recently, a team-based technology will be launched as a system-based token. Interestingly, when the token was first launched, its price was US dollars. As of the time of writing, its price has risen as much as one thousand times that of the US dollar in recent months. After seeing this extremely short history of development, I thought of dogecoin shit coin and Pepe dogecoin. The purpose of their initial launch was to reward the content. The creators in dogecoin thought that the price of Bitcoin was too expensive at that time, of course, it was still extremely cheap compared with today, so dogecoin, which was much cheaper, was launched. Later, dogecoin did not develop into a widely used reward coin as the creators imagined. It was taken over by Musk and gradually developed into a meme coin, but the support from the community in dogecoin has been weak until now. Only when Musk brings it emotions will there be a wave of enthusiasm, which makes its future development too uncertain. The development of shit coin is completely different from that of dogecoin. It was a joke at first and a social practice, but later its team was not satisfied with shit coin as a meme coin, so it developed a second-tier expansion based on Ethereum. Exhibition system, but after the launch of this second-tier system, its ecology doesn't seem to have made much progress. We can't see which application with high attention is different from dogecoin shit coin. Pepe has a king-fried start with a very high-quality meme. Unfortunately, after the short-term popularity, the team's actions are so disappointing. Now it can only rely on the price pull to attract popularity, but this pull is difficult to continuously promote a long-term development of a meme. Pepe's trend has strengthened a point I have always insisted on. If the start is too good, the follow-up will often be disappointing. On the contrary, if a project starts in obscurity, as long as it is immersed in construction, once it encounters a tipping point behind, its accumulated strength will explode instantly and form a higher threshold, and it will quickly surpass competitors. Moreover, such projects will be more lasting and have more stamina. After they are launched in the month, they will basically only circulate in small circles, and it will start to go out on a large scale around the month with the promotion and application of the community. In addition, this trend is much healthier than Pepe's. The characteristics of dogecoin and shit money are the same as those of dogecoin, and they have finally embarked on the road of ecological construction, with their own proprietary chain, but unlike dogecoin, their trend does not depend on a person's emotions, and they also have a better ecological foundation. Behind it is the rising popularity. Generally speaking, the comprehensive conditions of these memes are the best, but there is also a question: how can the team built continue to promote its development if it can follow the present situation? The development of this road and the current ecological heat are likely to develop into a unique one. As for its price, it is not too low now. As of the time of writing, the market value of full circulation has exceeded 100 million US dollars, and it can rank first according to market value. 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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