$PAIN:Meme的“痛”还在继续,是跑路还是蓄势待发?

marsbitPublished on 2025-02-17Last updated on 2025-02-19

Meme

2025年2月18日的加密圈,$PAIN 这个名字依旧在散户的聊天群里回荡,但热度下藏着几分不安。自从2月6日项目方宣布退款80%预售资金后,这个Solana链上的meme币仿佛按下了“静音键”,整整12天没有任何动静。X上的投资者已经炸开锅:“募集18.5万SOL后销声匿迹,是不是要跑路了?”、“投了$PAIN的SOL已经亏了20%,再不翻倍就连本都收不回!”社区的焦虑如同夏天的蚊子,嗡嗡作响,却没有地方能安抚。本文一探这场“痛”的背后究竟发生了什么。

一场痛并快乐的预售狂欢

$PAIN 的故事要从“Hide the Pain Harold”(隐藏痛苦的哈罗德)说起。这个Meme界的传奇人物,真名András Arató,原本是一名匈牙利退休工程师。2011年,他无意中拍了一组度假照,结果这张“笑中带痛”的表情不知为何在网络上火了,成为了全球调侃生活的表情包。到了2025年2月2日,Memeland——一个致力于Meme文化的加密团队——把这个IP带到了Solana链上,推出了$PAIN。结果,48小时内募集了186,000 SOL(约3800万至4000万美元),直接刷新了meme币预售纪录。简直就像是你在街头卖哈罗德的苦笑表情包,突然间全球粉丝蜂拥而至,瞬间让你的摊位变成了流量黑洞。

然而,故事急转直下。预售刚结束,项目方宣布退款80%的资金,只留约760万美元启动项目。官方解释说这是为了减轻社区的负担,但在散户眼里,这个理由听起来有些像“吃饱了还打包”的借口。退款的SOL因为市场波动大幅缩水,留下的资金虽远超一般meme币起步所需,但社区却开始质疑:这真的是善意之举,还是另有图谋?更糟糕的是,退款承诺发布后,官方账号竟然沉默至今,连个“退款到账”的通知都没有。X上的用户愤怒地表示:“$PAIN从预售结束到现在,12天杳无音信,简直是‘痛上加痛’!”


Memeland能否救场:靠山够硬,但节奏堪忧

$PAIN 背后的Memeland可不是小角色。这个团队最近以1800万美元收购了香港上市公司Memestrategy,还计划在2月20日的战略年会上扔出重磅路线图。X上有KOL爆料:“Memeland可能会在年会上公布$PAIN 的上线计划,救一救这摊死水。”更别提$PAIN 还注册了Web2商标,野心显然不只是昙花一现的meme币,而是想做个横跨Web2和Web3的Meme品牌。这就像给哈罗德穿上西装,让他从表情包街头艺人摇身一变成文化IP企业家。

但救场的关键在于执行力。Memeland有资源、有流量,甚至还有与币安等大所合作的传言(毕竟Memeland的MEME代币已上线币安),可$PAIN 这12天的“静默期”实在让人捏把汗。社区猜测,要么是项目方在跟交易所磨代币分配方案——因为原计划(预售20%,更多给NFT持有者)被认为会砸盘;要么是看到市场风向不对,干脆先捂着,等风头过了再搞。可问题是,meme币靠的是热血和冲劲,拖得越久,散户的热情就越像冰箱里的剩饭,慢慢凉透。Memeland若真能在20号抛出个大招,比如上线时间表或品牌联动,或许还能把$PAIN 从“痛失信心”的边缘拉回来。

不过,也不乏成功的先例——就像上次的$CULT,项目方一停就停了半年,但最后涨幅却高达5倍左右。如果Memeland能在2月20日的年会上给出明确的上线时间表或品牌联动计划,或许还能为$PAIN带来同样的奇迹。


结语

$PAIN 现在就像哈罗德那张经典苦笑:表面平静,底下暗流涌动。它可能是meme币牛市里的一匹黑马,毕竟有Meme文化的底蕴和Memeland的背书,市值冲个10亿美金都不算痴人说梦。但也别忘了,这场“痛”的冒险随时可能翻车——12天的沉默已经让散户心生疑窦,假代币和诈骗链接也在X上满天飞(官方已警告预售结束,别再往里扔钱)。我的建议?先攥紧钱包,等2月20日Memeland的年会消息落地。如果真有起色,这“痛”或许会变成“乐”;要是还是没声没息,那可能真是“痛并无戏”了。加密世界从不缺戏剧,$PAIN 的下一幕,你敢赌吗?

Trending Cryptos

Related Reads

Blood Loss of $55 Million Selling 3,588 BTC, Strategy Becomes a Literal Scumbag

On July 6th, Strategy (formerly MicroStrategy) disclosed in an SEC filing that it sold 3,588 Bitcoin (BTC) between June 29th and July 5th for approximately $216 million, at an average price of ~$60,200. This marked the company's largest net sale since initiating its Bitcoin strategy in 2020 and its first institutionalized reduction of its core holding. The sale resulted in a realized loss of about $54.8 million, as the selling price was below its average cost basis of ~$75,476 per BTC. The proceeds were used to pay preferred stock dividends and replenish USD reserves. This move follows a new "Digital Credit Capital Framework" approved on June 29th, authorizing the sale of up to $1.25 billion in Bitcoin. The sale consumes roughly 17% of this authorized amount in its first week. Strategy's foundational narrative, built by founder Michael Saylor, was a commitment to "never sell" Bitcoin. The recent institutionalized selling framework and these substantial sales represent a significant shift from that original promise. While the amount sold is only 0.4% of Strategy's total holdings of 843,775 BTC, the action challenges the premium at which its stock (MSTR) trades relative to its Bitcoin holdings. Investors had priced in the "never sell" narrative. The company now faces a contradiction: it sells Bitcoin at a loss to pay dividends on the preferred stock it issued to fund Bitcoin purchases. Saylor has framed selling as a tool for future strategic purchases, but each sale erodes the credibility of the original commitment, potentially threatening the premium valuation of MSTR shares.

Foresight News33m ago

Blood Loss of $55 Million Selling 3,588 BTC, Strategy Becomes a Literal Scumbag

Foresight News33m ago

Dialogue with Yihui Capital, SoundAI Technology, Ling Universe, and Zhongbo Jili: Opportunities and Challenges in the AI Smart Hardware Track

On June 28, 2026, an event titled "New Opportunities in AI Hardware: The Battle for Interactive Entry Points Begins" was held in Beijing. It featured a report from ITJuzi and discussions with experts from SoundAI, Ling Universe, One Reed Capital, and Zhongbo Juli on the opportunities and challenges in China's AI hardware sector. Key report findings highlight the sector's intense activity: 327 out of 431 startups founded post-2023 have secured funding, with 179 investments in H1 2026 alone. The landscape is dominated by embodied intelligent robots, while wearable tech like smart rings and AI glasses shows rapid growth. Geographically, Shenzhen leads, leveraging its superior hardware supply chain, followed by Beijing and Shanghai. The overarching trend is for companies to focus on micro-innovations within specific scenarios rather than reinventing foundational technology. Industry leaders shared several critical insights: 1. **Balancing Innovation & Market Readiness**: Entrepreneurs face the "hammer looking for a nail" dilemma. Success requires balancing technical capability with user acceptance, cost control, and incremental design improvements rather than chasing disruptive innovation. 2. **Competitive Landscape**: The future interactive entry point may not be a single super-device but a mix of universal terminals and specialized, scenario-specific hardware. While large companies have ecosystem advantages, startups can win by deeply targeting vertical markets and specific user groups. 3. **Core Challenges & Business Models**: Key hurdles include deep understanding of AI models and navigating non-transparent hardware supply chains. Viable business models may involve selling hardware at cost and generating revenue through software subscriptions, but this requires tight control over both hardware BOM and model inference costs. 4. **The Road to Commercialization**: The ultimate test is market validation—achieving sales growth and sustainable cash flow. Companies must find the right application scenario, use edge computing effectively, and close the loop from technology to commercial success. 5. **The Future of Interaction**: Proactive, context-aware interaction is the next frontier, though it's currently limited by issues like model hallucinations and environmental perception. The near-term focus should be on identifying target users and creating a coherent experience in specific domains, such as health wearables. In summary, to succeed in the competitive AI hardware arena, companies must strategically choose their niche, build a team with the right geographical advantages (e.g., leveraging Shenzhen's supply chain), and most importantly, execute a flawless commercialization strategy that translates technology into market-accepted products and sustainable business growth.

marsbit1h ago

Dialogue with Yihui Capital, SoundAI Technology, Ling Universe, and Zhongbo Jili: Opportunities and Challenges in the AI Smart Hardware Track

marsbit1h ago

Trading

Spot

Hot Articles

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of MEME (MEME) are presented below.

活动图片