在埋葬着 Meme 的狂野赌场中狂欢

链捕手Published on 2024-08-01Last updated on 2024-08-01

作者: Cookie,BlockBeats

 

Crypto 是一个瞬息万变的市场,可以说,只要一个月,甚至只要一个星期不在市场里拼杀,对市场的认知就会出现夸张的代差。

meme Token ,有趣而又狂野,但我想,这种感受正在,或者已经,成为了一种代差。不变的是,我们依然可以在 24 小时甚至更短的时间内,一次又一次地见证「眼见他起高楼,眼见他宴宾客,眼见他楼塌了」。变了的是,有趣和松弛的感觉逐渐流失,紧绷和赤裸的拼杀越来越图穷匕见。

我眼中的「 meme 」

两个月前,我在线下与一位认识多时、专玩 meme Token 的好友见了面。 meme Token 是他进入 Crypto 的开始,也几乎是他在 Crypto 市场中唯一感兴趣和 degen 的赛道。

「我就觉得这东西好玩,是我们这代年轻人玩的东西。 meme Token ,或者把 Token 这个词去掉,这个东西是天马行空,在现实中不怎么被理解的,但是在 Crypto 市场中,大家认这个东西,这种文化。当我发现我对这些内容的嗅觉或者说审美可以赚钱的时候,我觉得 meme Token 实在是太酷太好玩了。」

在他说完这番话以后,我和他狠狠地干了一杯。酒精在我身体中蔓延的同时,我的脑海中快速闪现着那些曾经让我感到兴奋的 meme Token ,比如,大集气为拍下美国宪法的 $ PEOPLE 、官网突出一个抽象的「哈利波特」、 mfer 的 $ MFER 、$ MOG 的眼镜...

这些都是可以单开一篇文章认真讨论背后故事的存在。内容质量、社区活性、裂变手法,这些曾经 meme Token 的「逻辑」,都在淡化。

作为一个 NFT 玩家,现在的 meme Token 让我有一种似曾相识的感觉。最开始的 meme Token ,比如 $ DOGE ,对应的是 NFT 最早期的、只要一张图就能让大家嗨起来的阶段。接着是猫猫狗狗动物园以及各类更多题材的涌现,对应的是 PFP 项目不同画风都可以出一个蓝筹的阶段。再接下来,是各类画风基本被开发完毕,大家开始在同质化中比较图片质量的阶段。

最后,就是抛开一切,仅剩一个字。

「跟」

Solana ,目前最热闹的“加密赌场”,自 4 月 1 日以来,就有超过 64 万个 meme Token 被部署,而这仅仅只是 7 月初的数据。也就是说,在 3 个月的时间里,平均每天在 Solana 上出现 7000 多个新的 meme Token 。

「赛博彩民」们每天在各个聊天软件上发的一串又一串英文和数字夹杂组成的「地址」,除了「 CA 」,也就是我们熟悉的 Token 合约地址,另外就是「聪明钱」和「 dev 」。

「 Cabal 」,这个在英文 Crypto 玩家中流行的词语,翻译过来意思是「阴谋集团」,既包括隐藏在背后做局操盘的人,也包括有着喊单能力偷偷抱团喊单的影响力者们。苦等新鲜血液进入而不得的链上玩家们挣扎在地狱难度的 PvP 模式中,怕的不是输给其他玩家,怕的更是没人来和自己做对手。

虽然散户们对「 Cabal 」讨厌至极,但也只能被动地入局,被动地「跟」。「 dev 」,或是有备而来的「庄家」起局, KOL 们组局,散户们入局。

「跟」得快,才能跑得快,才能有大的利润空间。「跟」得多,才能提升每天开出头奖、买到「金狗」的概率。

很多人都怀念几年前中文乃至整个 Crypto 圈的内容创作氛围,表示过去有很多的「干货」,对于不同的赛道、 Token 都有很多独特的见解可以吸收并且真的转化为利润。其实我们怀念的是牛市,因为至少到现在,「逻辑」们纷纷都失效了, meme Token 这个赛道是如此,其它赛道亦然。

尽管我不认为我们进入了熊市,但无论如何,当下绝对不是拥抱未来的时机。更何况,一片迷雾之中,我们又有什么可以拥抱呢?

结语

我并不是在对赤裸的起局 - 组局 - 入局模式进行深恶痛绝的抨击,只是当这样的模式成为市场几乎唯一还有活跃度的玩法,成为散户无可奈何的求生之路时,对过去那种发现并 degen 有趣的东西也能够赚钱的时光表示怀念。

赤裸裸的 PvP 只是链上玩家增量不足的结果,我在期待着 meme 的黎明。

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