Pantera Capital 合伙人:Memecoin 是加密货币领域的特洛伊木马

币圈资讯 阅读:40 2024-04-22 07:11:33 评论:0
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作者:PAUL VERADITTAKIT;来源:白话区块链

“Meme”定义为传递文化观念的单位,它与加密文化紧密相连已有10年之久。

首个Memecoin于2014年推出,是比特币的一个轻松衍生,标志着Memecoin的诞生,并在2021年牛市达到750亿美元的市值高峰。

最近,Memecoin市场出现了爆炸性增长。以《佩佩青蛙》为主题的一款ERC-20Token在不到一年的时间里涨幅达到400%,市值达到20亿美元。另一款在去中心化社交网络Farcaster上推出的象征紫色礼帽的Memecoin,市值超过10亿美元,超过了Farcaster自身的估值。最后,还有一只戴着编织帽子的狗的Memecoin,在Crypto Twitter上因其病毒式吸引力而声名鹊起,自年初以来涨幅超过20倍,目前市值约为40亿美元。

image.png

一幅社群图形,代表着戴着编织帽子的狗的Memecoin

Memecoin来势汹汹,本文将探讨其中的原因。我们将提供一个框架,以更好地理解Memecoin,检视支持它们的不断演变的基础设施,并讨论它们如何显著增强网络参与度。

1、Memecoin依赖于注意力

一个关键认识是,Memecoin靠注意力蓬勃发展。在Memecoin世界里,注意力至关重要;注意力驱动社群行为、周围的关注度以及Memecoin的价格波动。

你经常会在Twitter的评论区看到人们推广Memecoin的情况。这种行为源自一个简单的事实:Memecoin的价格最终取决于它所得到的注意力。Memecoin获得的注意力越多,潜在买家就越多。如果相关的Meme有趣或有吸引力,这些潜在买家更有可能进行购买。

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社区成员通过推广Meme来吸引对其Token的注意力

除了在社交媒体上分享Meme外,Memecoin爱好者还会想出创造性的方法来吸引对他们Token的注意力。例如,戴着编织帽子的狗的Memecoin社区筹集了70万美元用于一项活动,旨在在标志性的拉斯维加斯球体上展示他们的模因。因此,预期这次宣传噱头所带来的关注度,该Token的价值上涨了25%。

有时,Memecoin利用现有的关注度而不是自己产生关注度。例如,像PredictIt和Polymarket这样的预测市场让用户对总统选举结果进行押注,而基于关注度的“Politifi”模因币则围绕总统候选人开发,用于猜测围绕候选人的公众兴趣。随着2024年选举日期的临近,对这些 “Politifi” Memecoin的猜测,因此价格也显著增加。

那么哪些Memecoin表现良好呢?那些人们认为会吸引最多关注度的Memecoin。

2、分发的重要性

在评估一款Memecoin时,Token分发仍然是许多潜在买家关注的关键因素之一。

一些Memecoin项目决定为团队和其他计划保留Token。除了给社区成员和开发者空投Token外,许多项目还选择留出一部分供应量用于营销活动、团队以及DAO。

留出部分供应量可以创造更强的激励机制,并增加长期成功的机会。通过分配给自己有限期权的Token,团队被激励更加积极地参与项目,并确保Token在长期内取得成功。其次,DAO可以用于资助大型计划。

image.png

Memecoin DAO治理倡议

其他Memecoin,比如描绘戴着编织帽子的狗的Memecoin,可能被视为“更加有机”。除了最初提供流动性外,Token必须在开放市场上获得。虽然这种策略可能意味着更难为项目筹集资金并进行营销,但公平分配对许多Memecoin爱好者来说仍然是一个至关重要的因素。

3、Memecoin交易开创了巨大的新市场机会

Memecoin市场正在变得庞大——目前,排名前十的Token总市值已超过500亿美元。Memecoin的链上交易量非常惊人——Solana上每日超过10亿美元的交易量主要来自Memecoin。只需随时查看Dexscreener上的前十名Token:

image.png

因此,建设者们有着宝贵的市场机会。为创建和交易Memecoin而设计的工具和应用正在获得极大关注。例如,Bonkbot是一个简单的Telegram交易机器人,可以方便地在Solana上交易Memecoin。仅仅5个月时间,它的收入已经超过2300万美元。

不仅是使用像Bonkbot这样的平台更容易交易Memecoin——还有正在建设中的基础设施,使得启动Memecoin的过程更加简单。要启动一个Memecoin,通常需要创建一个Token,在去中心化交易平台(如Uniswap或Raydium)上使用资金建立一个流动性池,并推广项目。

Pump.fun是一个平台,允许用户一键启动Memecoin,是一个这样的例子——成千上万的用户已经使用他们的平台启动和发现最新的Memecoin。它目前每天通过交易费用创造数十万美元的收入!

image.png

Pump.fun每日收入(来源:DefiLlama)

4、Memecoin如何推动大规模分发

模因币将分享模因的乐趣与鼓励购买的财务激励相结合,将普通的模因转变为“超级充电”模因。第一款模因币背后的社区,受到持有Token的激励,将“多么惊讶”的狗狗模因发展成了一个引起埃隆·马斯克等人注意的运动。理解和应用模因币的激励性大规模分发特性,不仅可以显著增强或超级充电模因,还可以改变加密货币的其他方面。

image.png

Memecoin因激励而加速Meme的分发

可以利用Memecoin特性的一个领域是NFT。目前,大多数NFT在这次牛市中表现不佳。为什么呢?它们存在分发问题。

虽然NFT收藏的稀缺性使它们成为了一种极好的奢侈资产,但只有有限数量的参与者受到激励来提高收藏的可见性。像Cryptopunks这样的头像收藏品,供应量上限为10000,可以作为令人崇敬的身份象征。然而,同样的上限将粉丝群体限制在最多10000人,限制了Memecoin所享有的更广泛的参与和可见性。

image.png

Memecoin,因为它们是可替的,可以有无限的拥有者数量上限

引入ERC-404s,这是一种新的标准,有助于实现NFT的分数所有权,为NFT分发问题提供了创造性的解决方案。像Pandora、DN-404和Asterix这样的项目正在通过允许NFT分成多个份额来开拓这个领域,可以称之为Memecoin。这意味着一个传统上由一个人拥有的单个NFT现在可以分成许多部分。这种分割扩大了更广泛的观众访问收藏品的机会,他们被激励着为收藏品创造更多的可见性,同时对于持有整个NFT的人仍然保持独特性。

5、Memecoin 的大规模分发激发了区块链和应用的活动

2022年11月,在FTX倒闭的冲击下,Solana生态系统的活动急剧下降。许多团队刚刚在FTX失去了资金,而FTX本身与Solana密切相关,降低了社区的信心和活动。然而,在2022年12月25日,一款描绘了一只顽皮的橙色柴犬的Memecoin通过空投方式送给了Solana网络上现有的开发者和用户,作为一种奖励和重新振兴Solana社区的方式。

这个策略取得了成功。橙色柴犬Memecoin成为了Solana社区的一个聚集点,迅速整合到了平台上数百个DeFi协议和应用中。用户发现他们可以用橙色柴犬模因币获得收益,将Memecoin用作抵押,甚至在基于Solana的游戏中使用Memecoin。随着Memecoin周围的活动和价格激增,社区的热情也同步提升,加强了开发者的活动,并使得链在熊市中持续发展。

image.png

这些故事并非孤立事件;Memecoin在启动网络活动方面发挥着至关重要的作用。以起源于Farcaster的市值达十亿美元的紫色礼帽Memecoin为例,它起初是作为一种给用户发帖小费的方式。其推出增加了用户发帖的额外激励,显著提升了Farcaster的活跃度。Memecoin具有激发社区活力、促进平台内互动的能力。

image.png

自问世以来,Farcaster模因币一直激励了大量的Farcaster活动

对Memecoin作为刺激网络活动的工具的认可正在增长。例如,区块链Avalanche建立了一亿美元的“文化”基金,Blast则通过奖励用户参与模因币活动来发放Blast Gold。像短视频平台Drakula这样的社交平台已经整合了Farcaster紫色礼帽Memecoin以推动活动。我相信更多的网络和平台应该考虑如何利用Memecoin来激发活动。

6、最后的思考-一只伪装成玩具的特洛伊木马

以下是我对Memecoin的主要看法。

首先,对我来说,Memecoin显然不会消失。我正在看着下一代人将Memecoin作为一种极具乐趣的社交活动。我们当前的Z代Pantera实习生们正和朋友们一起疯狂地投入到新推出的Memecoin中,这成为了一种简单有趣的社交方式,让他们可以一起经历回撤和上涨。

其次,Memecoin极大地激发了平台和应用的活力。虽然它们是一种激励机制,可以帮助传播“多么惊讶”Meme,但模因币可以极大地增强NFT项目、社交协议和整个区块链。

在太坊创始人Vitalik Buterin最近的一篇文章中,他提出了关于Memecoin可能用于的有趣想法,重点放在了慈善和罗宾汉式游戏上。

我想说的是,Memecoin的意义甚至还不止于此。最终,虽然它们看起来像是一种玩具,但Memecoin实际上是加密货币的特洛伊木马-它们是通往下一代体验最新DeFi应用程序和介绍他们了解所有web3的最简单途径。(特洛伊木马是指伪装成有益或有价值的东西,实际上却带有欺骗性或恶意。Memecoin就像是加密货币世界中的特洛伊木马,通过其有趣的外表吸引新一代人接触DeFi和web3。)


The author's source vernacular blockchain is defined as a unit that conveys cultural concepts. It has been closely linked with encryption culture for years. The first launch in 2000 was an easy derivative of Bitcoin, which marked the birth and reached the peak of market value of billion dollars in the bull market in 2000. Recently, the market experienced explosive growth. One with the theme of Pepe frog rose to billion dollars in less than one year, and the other with the symbol of purple hat launched on decentralized social networks exceeded the market value of billion dollars. Finally, there is a dog wearing a woven hat, which is famous for its viral attraction. Since the beginning of the year, it has increased more than twice. At present, the market value is about 100 million dollars. A community graphic represents the dog wearing a woven hat. This paper will discuss the reasons, and we will provide a framework to better understand and examine the evolving infrastructure that supports them and discuss how they can significantly enhance their network participation. A key understanding is that they rely on attention to flourish. Attention is very important in the development of the world. Attention drives the attention around community behavior and the price fluctuation. You often see people's promotion in the comments section. This behavior stems from a simple fact. The price ultimately depends on the attention it gets. The more attention it gets, the more potential buyers will be. If it is interesting or attractive, these potential buyers are more likely to make purchases. Community members will attract their attention through promotion, except sharing it on social media. Fans will also come up with creative ways to attract their attention. For example, the community of dogs wearing knitted hats raised $10,000 for an activity to show their memes on the iconic Las Vegas sphere, so it is expected that the attention brought by this publicity stunt will increase. Sometimes, the existing attention will be used instead of generating their own attention. For example, the prediction market like Hehe allows users to bet on the presidential election results, while memes based on attention will be surrounded. Development around presidential candidates is used to guess the public interest around candidates. With the approaching of the election date in 2008, the price of these speculations has also increased significantly. So which ones have performed well? The importance of distribution that people think will attract the most attention is still one of the key factors that many potential buyers pay attention to when evaluating a project. Some projects decide to reserve for teams and other plans. In addition to airdropping to community members and developers, many projects also choose to set aside a part of the supply for camp. Sales teams and setting aside part of the supply can create a stronger incentive mechanism and increase the chances of long-term success. Teams allocated with limited options are encouraged to participate more actively in the project and ensure long-term success. Secondly, they can be used to fund large-scale planning and governance initiatives. Others, such as depicting dogs wearing woven hats, may be regarded as more organic, except for providing liquidity initially, which must be obtained in the open market, although this strategy may mean that it is more difficult to raise funds for the project. Gold and marketing, but fair distribution is still a crucial factor for many enthusiasts. Trading has created a huge new market opportunity, and the market is becoming huge. At present, the total market value of the top ten has exceeded $ billion. The online trading volume of more than $ billion every day is very amazing, mainly from the top ten who only need to check at any time, so builders have valuable market opportunities. Tools and applications designed for creation and trading are getting great attention, such as a simple one. The trading robot can easily trade on the Internet in just one month, and its income has exceeded 10,000 US dollars. Not only is it easier to trade with a platform like this, but also the infrastructure under construction makes the startup process easier. To start a decentralized trading platform, such as or, it is usually necessary to create a liquidity pool and promote the project. It is a platform that allows users to start with one click. Thousands of users have used their platforms to start. And discover the latest. It currently generates hundreds of thousands of dollars in income through transaction costs every day. How can the daily income source promote large-scale distribution of memes? Combine the fun of sharing memes with financial incentives to encourage purchases, and turn ordinary memes into super-charged memes. How surprised the community behind the first meme will be? The dog meme has developed into a sport that attracts the attention of Elon Musk and others. The stimulating large-scale distribution characteristics of memes can not only be With significantly enhanced or super-charged memes, other aspects of cryptocurrency can also be changed. One area of the characteristics that can be used is that most of them are not performing well in this bull market at present. Why do they have distribution problems? Although the scarcity of collections makes them an excellent luxury asset, only a limited number of participants are encouraged to improve the visibility of collections. The supply of headshots like this is limited to be a revered status symbol. However, The same upper limit limits the fan base to the largest number of people, which limits the wider participation and visibility they can enjoy, because they are replaceable and can have an unlimited number of owners. This is a new standard, which helps to realize the fractional ownership and provides a creative solution to the distribution problem. Projects like Hehe are opening up this field by allowing it to be divided into multiple shares, which means that a single one that is traditionally owned by one person can now be divided into many parts. This kind of division has expanded the opportunities for a wider audience to visit the collection. They are encouraged to create more visibility for the collection, and at the same time, the large-scale distribution of the collection remains unique to the whole holder, which has stimulated the activities of the blockchain and application. Under the impact of the collapse, the activities of the ecosystem have dropped sharply. Many teams have just lost their funds and are closely related to each other, which has reduced the confidence and activities of the community. However, on January, a paragraph depicts a naughty orange Shiba Inu by airdrop. As a way to reward and revitalize the community, this strategy has been successful. The orange Shiba Inu has become a gathering point of the community and has been quickly integrated into hundreds of agreements and applications on the platform. Users have found that they can use the orange Shiba Inu meme to earn income, which will be used as collateral even in based games. With the surge of surrounding activities and prices, the enthusiasm of the community has also increased simultaneously, which has strengthened the activities of developers and made the chain continue to develop in the bear market. These stories are not isolated events, which play a vital role in starting online activities and originated from the market value of the city. 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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