Base接棒Solana再掀Meme热潮？或为昙花一现

Odaily星球日报Published on 2024-03-20Last updated on 2024-03-20

Abstract

目前项目均市值较低，仍是高风险的PVP游戏。

在加密艺术家 @Darkfarms 1  发起的 Bome 项目的带领下， Solana 生态迎来了一波堪称疯狂的 Meme 热，不到一周时间内， 33 个热门预售项目共募资超 79.6 万 SOL（约合 1.49 亿美金），而在加密市场回调、 SOL 和生态代币价格降温的今日，Base 链上的 Memecoin 项目热度悄然抬升。

引发市场热议的是一对 Memecoin 组合，OVER 与 BACK，用户可以通过购买 OVER 或 BACK 来交易市场情绪，相当于恐慌/贪婪指标的实时链上预测市场，也因此成为大家进入 Base 链后首先冲向的 Memecoin 标的。

DEXTools 数据显示，OVER 和 BACK 价格一路飙升，日涨幅均超过 2000% ，OVER 最高突破 0.023 美元，BACK 最高突破 0.019 美元，不过就在社群狂欢几小时后，OVER 和 BACK 快速下探，抹去据高点 80% 的涨幅，当前 OVER 价格已回落至 0.004 美元附近，BACK 则回落至 0.003 美元附近。

头部项目有限，多数项目 FDV 小于 1000 万美元

OVER 和 BACK 的快速拉升和下跌也反应了 BASE 生态的代币现状。

尽管 Base 链上诸多热门 Memecoin 项目交易量近期较为活跃，但多数项目 FDV 仍保持在 1000 万美元以下，仅少数项目 FDV 超 1 亿美元 ，如 DEGEN、TOSHI、NORMIE、BREET 等。

而结合已有情况来看，Base 链上的 Memecoin 项目可以被视作“古典 Memecoin”类型的代表：

-TOSHI，形象来自 Coinbase CEO Brain Amstrong 以中本聪名字后缀命名的爱猫；

-BRETT，灵感来自马特·福瑞的《男孩俱乐部》漫画，是一只形似 Pepe 的蓝色短耳青蛙；

-NORMIE，形象则是一只形似中年 Pepe 的蓝色青蛙，戴着框架眼镜，留着络腮胡子，像个慈祥的大叔。

看得出来，这些项目仍然停留在“模仿已有成功案例”的阶段，Meme 形象原创度相对有限，整体叙事与社区文化构建方面也仍在逐渐发展完善当中。

而除了 gas 费用较低、背靠 Coinbase 生态以及方便快捷的抽象账户钱包等有利因素以外， Base 链上活跃的 Memecoin 生态也离不开 Farcaster 社交协议以及其应用 Warpcast 上形式多样的 Meme，如 DEGEN、FAR、SPAM、CAST 等项目，低发行门槛带来的活跃用户是 Base 链 Memecoin 生态的主要生力军，但能否将 Memecoin 热潮持续下去，根据目前急涨骤降的市场反馈来看，仍然要打上一个大大的问号。

艺术 NFT 是 Base 链的机会吗？

除了 Memecoin 生态以外，Base 链的 NFT 市场也吸引了不少目光。

近日，知名加密艺术家 @XCOPYART 借助 Manifold 平台发行了 Base 链 Open Edition 类型数字艺术作品《MUTATIO》，用户在支付 0.00069 ETH、 2 美元的 Manifold 平台服务费和 Base 链 Gas 费用之后，即可获得该 NFT，这一项目也在一定程度上为 Base 链带来了一些加密艺术爱好者和 NFT 玩家，或许会形成一定的示范效应，带动更多加密艺术家进入 Base 链生态发行相关加密艺术作品。截止发文前，该艺术作品共计 mint 数量达 253779 个，总销售金额达 175.1 ETH（约合 56.7 万美元）。

小结：目前仍是高风险的 PVP 游戏

因此，综合来看，Base 上的 memecoin 生态仍然尚未成型，头部项目的市值体量与活跃地址数与 Solana 生态 Memecoin 项目相差甚远，因而市场容量较小，交易行为很容易演变成一场“链上 PVP 游戏”。与 BOME、SLERF 等近期 Solana 生态 Memecoin 项目相比，Base 链的 Memecoin 项目尚未形成规模。

Odaily 提醒用户 MEME 代币风险极高，特别是在流动性并不充足的情况下，务必注意资产安全、谨慎参与。

另附 Base 链资产跨链工具：

https://d1x7dwosqaosdj.cloudfront.net/images/2024-03-20/38d8cd1377453bec3826671e16e6aada

https://d1x7dwosqaosdj.cloudfront.net/images/2024-03-20/16203a0fc53ef665e57c5ea5ca260b31


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