MEME季是否会来临？
作者：日月小楚，胡子观币核心成员 来源：X，@riyuexiaochu
1.逻辑上是成立
在一段行情后，市场会有一波集中的MEME季。这是因为这时候市场资金多，FOMO情绪大。依然想寻找新的暴富机会。
但是板块已经轮动，很多币已经涨很多，市值也非常大，性价比不高了。相比之下，MEME币开始市值又很低，并且有了shib这种先例后，天花板可以非常大。
当然逻辑成立后，是不是能成为一波热潮，需要看市场资金情况，特别是能跑出1~2个涨幅特别巨大的币。还有btc也不能来大的调整。
2.要选什么样的MEME
MEME不需要研究项目，可以从下面几个角度考虑。
1）具有传播性。好玩、有意思、独特、耳熟能详、独特文化都具有传播性。
2）名人背书。即使不是背书，但是至少能够挂钩，也是非常不错的。
3）风险注意，MEME其实是击鼓传花的游戏，跌幅大亏得也快。如果不希望自己成为站顶的那个，那最好注意风险。一是看市值不要太高。 二是 如果微信群，推特已经到处都是，那危险性就高了。
3.不买MEME还可以考虑参与Telebot
几个Telebot的兴起也是跟MEME的兴起是紧密联系的。主要可以用到狙击的功能，抢先一步别人买笔收益巨大。用老玩家来看，banana Gun的狙击功能最好用
主要项目有三个，banana Gun、Maestro、Unibot。其中Maestro 未发币，没法参与啊。从数据可以明显的看到，在经过12月下半月的一段时间低迷后，最近一周Telebot的数据有着明显的回升。如果MEM季来临的话，相信他们会有更大的增长。
在11月分析中，banana 的用户数量和收入都要超过unibot。但是在一月以来，unibot有了快速的增长，这可能是跟unibot已经在sol上部署导致的。
所以，最近一段时间来，unibot和banana的用户数量和收入基本相当。但是unibot最近的增长比较快。
从市值来看，unibot的流通市值为1.1亿美金，处于全流通状态。banana的流通市值为3200万美金，FDV为1.23亿美金。从流通市值来看，banana性价比稍微好一些。
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