Roaring Kitty再次引爆市场,一览十大相关Meme

Odaily星球日报Published on 2024-06-04Last updated on 2024-06-04

Abstract

Roaring Kitty连续两日发布GME仓位截图,监管开始出手调查,相关话题或将持续发酵。

原创 | Odaily星球日报

作者 | 南枳

Roaring Kitty再次引爆市场,一览十大相关Meme

三周前,曾带领散户暴打华尔街空头的 Roaring Kitty 时隔三年再次出现在公众视野,一度引发了 GME 的新一轮暴涨。但除了回归后的首个推文为具有暗示意义的图片外,Roaring Kitty 所发布的内容均为电影剪辑片段,并在数日后停止更新,相关概念市场热度再次冷却。

(参考阅读:逼死华尔街机构的王者归来,Roaring Kitty 将再次点燃 Meme 市场?

然而就在昨日,Roaring Kitty 时隔三年再次于 Reddit 上发布仓位截图,截图显示,Roaring Kitty 持有了 GME 股票和 GME 看涨期权(Call),其中看涨期权将于 2024 年 6 月 21 日到期,发布截图时浮亏 246 万美元。

Roaring Kitty再次引爆市场,一览十大相关Meme

此外,Roaring Kitty 还在 X 平台发布了一张同样具有暗示性的图片,该卡片为 UNO 游戏中的功能牌,意味“反转”。Roaring Kitty 概念的 Meme 代币也随之启动,同名 Meme 币 GME 单日上涨 268% ,市值再次突破 1 亿美元。GME 股票也在盘前一度上涨超 100% 

Roaring Kitty再次引爆市场,一览十大相关Meme

今日凌晨,Roaring Kitty 再次更新了仓位截图,一夜之间其头寸盈利增加了 7860 万美元。其中 GME 看涨期权扭亏为盈,获利达 5183 万美元,昨日为亏损 246 万美元。GME 股票持仓盈利由昨日的 923 万美元上升至 3362 万美元。

华尔街日报报道,Roaring Kitty 可能会被零售股票交易平台 ETrade 中除名。知情人士表示,投资巨头摩根士丹利旗下 ETrade“越来越担心他最近购买 GameStop (GME)股票可能存在股票操纵行为”。此外,美 SEC 将审查 Gamestop 看涨期权的部分交易

相关投资概念梳理

Roaring Kitty 连续两日发布仓位截图,或代表着在 6 月 21 日看涨期权到期前将持续发布相关内容。Meme 作为注意力经济的代表,高热度、持续性的话题可能作为炒作题材,即使受到美国官方组织的调查或者被限制行动,也能成为 Meme 代币的概念。Odaily 将于本节梳理 Roaring Kitty 相关概念,以便读者了解某个代币是在炒作其概念,但并非直接投资建议,因此本文也不会直接提供合约地址。

GME:Roaring Kitty 带领散户暴打空头标的,也是与其概念最直接相关的标的。热度最高的同名代币于 Solana(下图),市值 1 亿美元。以太坊上也有高关注的同名代币,市值 1600 万美元

Roaring Kitty再次引爆市场,一览十大相关Meme

AMC(AMC 院线): 21 年继 GME 之后另一 Meme 股票标的,同时 AMC 也是和 GME 一起遭到 Robinhood“拔网线”待遇的股票,一起被暂停交易的还有 NOK(诺基亚)。该代币主要在 Solana 上发酵,AMC当前市值为 750 万美元

Roaring Kitty再次引爆市场,一览十大相关Meme

Kitty:Roaring Kitty 同名概念,在三周前其首次复出时最高上涨至 3500 万美元市值,当前市值为 725 万美元

Roaring Kitty再次引爆市场,一览十大相关Meme

Superstonk:Roaring Kitty 近两日发文选择在此版块进行发布,Superstonk 为 Reddit 下专门用于讨论 GME 的子论坛。当前市值 230 万美元

Roaring Kitty再次引爆市场,一览十大相关Meme

WSB(wallstreetbets):Roaring Kitty 当年主要发文阵地,此前其仓位截图在该子论坛进行每日公开。

Roaring Kitty再次引爆市场,一览十大相关Meme

DFV:Roaring Kitty 的 Reddit 账号名称缩写,DeepFuckingValue。

Keith Gill:Roaring Kitty 真名,例如如 kith gil 等改名代币。

Ryan Cohen:GME 首席执行官,例如如 COHEN 等同名代币。

Melvin:在 GME 轧空中损失 30 亿美元的机构 Melvin Capital。

除以上直接的概念外,还出现了一批混合概念,例如将近期的热门同性恋主题与 GameStop 结合的 GayStop,需要读者自行甄别。

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