Variant合伙人:Memecoin,一种新的进入市场策略

Odaily星球日报Published on 2024-03-26Last updated on 2024-03-26

Abstract

Memecoin 日益流行,社区日益壮大,它们将成为 GTM 策略的一个可行组成部分。

原文作者:Li Jin,Variant 合伙人

原文编译:Luffy,Foresight News

加密世界中下一件大事可能是借助一种流行 Memecoin 开始的。

一种新兴的市场营销策略起源于一种正在获得采用和发展势头的 Memecoin。传统的 GTM(进入市场)包括首先构建产品,然后通过营销和 meme 围绕产品建立一个社区,而这种新策略是先围绕 Memecoin 形成一个充满活力的用户社区,然后构建一个包含该代币的产品。

Variant合伙人:Memecoin,一种新的进入市场策略

通过启动与流行的 Memecoin 原生集成的项目,新的应用程序 / 基础设施可以调动 Memecoin 的用户社区,他们可以从代币中体验到更多的效用。

这样的例子包括:

  • BONKbot 是 Solana 上的一款 Telegram 交易机器人,起源于 BONK 代币。这是一种 Solana Memecoin,于 2022 年底空投给用户。随后,一个独立团队推出了一款交易机器人,利用交易产生的部分费用来购买和销毁 BONK 代币,从而在经济上与代币持有者保持一致。BONKbot 的日交易量最近突破了 2 亿美元(相比之下,Base 的日交易量约为 2 亿美元)。

  • 这种策略也适用于基础设施项目。例如,SHIB 启动以太坊 Layer 2 Shibarium,它通过收取的交易费来销毁 SHIB 代币。通过将代币纳入 L2,这种策略激活了现有的持有者社区,以克服新 L2 的冷启动问题。

  • Berachain 是一个以熊为主题的 EVM 兼容区块链,于 1 月启动了测试网,其起源也是 NFT 类型的 meme。SmokeyTheBera 最初于 2021 年启动了一个名为 Bong Bears 的 NFT 项目,并随着时间的推移建立了一个社区,并将其发展成为一个活跃的开发者和用户群。 

鉴于顶级 Memecoin 社区的参与度和部落主义,我认为这种利用 Memecoin 实现 GTM 的策略将在整个 Web3 堆栈中越来越受欢迎。例如,对于任何构建加密消费者应用程序的人来说,为 Memecoin 添加实用性可以激活代币持有者,他们自然更倾向于寻找新的方式来利用他们的代币。短视频应用程序 Drakula 和预测市场游戏 Perl 都接受 DEGEN 付款,试图利用 DEGEN 持有者社区的势头(截至 3 月,钱包数量超过 44 K )。代币使用量的增加以及潜在的价值可能会推动良性循环,用户对代币及其集成应用程序的兴趣可能会增加。

我们也看到有项目朝着另一个方向发展,先从产品开始,然后推出一个与之 密切相关的 Memecoin,从而为项目吸引更多的用户兴趣。例如,与 Solana 上的去中心化交易所聚合器 Jupiter 于 2024 年 1 月推出了 WEN Memecoin,并将其空投到 100 多万个在 Jupiter 上交易额超过 5 美元的钱包中。作为第一个通过 Jupiter 的 LFG Launchpad 推出的代币,它也引起了人们对该平台的兴趣。

对于正在探索这种 GTM 策略的项目,需要考虑一些因素:不同 Memecoin 社区的分发潜力,Memecoin 的代币持有者和项目目标受众之间的互补性,以及生态系统中现有的整合和饱和程度(一旦某个 Memecoin 被 100 个应用程序接受,第 101 个应用程序是否会获得同样多的关注?)。

值得一提的是,以上所有内容对 Memecoin 本身都有明显的好处,并且 Memecoin 团队尝试激励和整合项目集成他们的代币是有意义的。

使用 Memecoin 作为 GTM 策略与其他涉及代币的 Web3 增长策略相似,包括向特定社区成员或竞争产品用户空投代币。这些策略通过区块链的开放数据变得可行,可以利用这些数据进行精细定位。该策略也可以比作 Web2 世界中的策略,从社区主导的增长(品牌培养客户群以增加口碑)到品牌合作(交叉传播互补用户群,如 Lyft 与 Delta 的合作)。但是,由于数据和系统孤立,链下合作难以执行,而加密货币可以实现无需许可的集成,任何开发人员都可以围绕 Memecoin 进行构建。代币持有者社区之间也有经济利益,他们希望看到自己的代币价值增长,这可能会促进对合作项目的更大接受度。

尽管许多人认为 Memecoin 交易是一种赌博或一种奇怪的金融娱乐形式,但它们日益流行,社区日益壮大,可能意味着它们将成为 GTM 策略的一个可行组成部分。对于用户来说,进步之处在于 Memecoin 允许任何人投资并拥有 GTM 战略、草根社区、互联网文化和社区货币的一部分。

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