TROLL领跑,meme季再度来袭,大盘的危险信号?

Odaily星球日报Publicado a 2024-01-16Actualizado a 2024-01-16

Resumen

V神概念三天千倍,马斯克巨魔遥遥领先。

原创 | Odaily星球日报

作者 | loopy

TROLL领跑,meme季再度来袭,大盘的危险信号?

近日,随着 ETF 的落地,一路向上的 BTC 走势暂时告一段落。

在近几日大盘的震荡之时,由 TROLL 领衔的 meme 狂潮再度开启造富神话。

而在备受关注的几款 meme 币之中,我们都可以看到明显的名人概念。

马斯克概念:巨魔屠狗正当时?

在上一轮牛市之时,马斯克带头喊单的狗狗币成为了无数人追捧的造富神话。而在本周,TROLL(本意巨魔,网络语境下也有喷子之意)的快速崛起,让一些投资者对巨魔产生了极大的兴趣,这一代币被社区寄予厚望,并期待其成为新一代的狗狗币。

1 月 9 日,马斯克将 X 账号简介改为“(CTO)Chief Troll Officer”,即“首席巨魔官”。

TROLL领跑,meme季再度来袭,大盘的危险信号?

这一戏谑的称谓似乎没有任何意义。但作为加密市场的“狗王”,马斯克的一举一动都足以引发新的 meme。在马斯克修改资料后,一时间诞生了多个以 TROLL 为名的 meme 币。

最终,一款合约尾号为 eb3a的 TROLL 币成为了同名代币中的胜利者。该代币在巨魔概念下快速上涨。

更为有趣的是,TROLL 的上涨是阴差阳错,该代币近日才并非应运而生的马斯克概念 meme 币,而是早在 2023 年 4 月就已部署。在马斯克成为首席巨魔官之前,该代币价格早已从最高点跌去 98% 。这是一款名副其实的“归零币”。

TROLL领跑,meme季再度来袭,大盘的危险信号?

TROLL 走势:马斯克上任“巨魔官”之前

而在马斯克走马上任“巨魔官”之后,TROLL 的快速上涨,引发了人们的 FOMO。在上周休息日时,TROLL 市值仅约百万美元。在经历一个周末的暴涨之后,目前 TROLL 流动性厚达 220 万美元,市值已经 8500 万美元。

TROLL领跑,meme季再度来袭,大盘的危险信号?

在短短一个周末之后,TROLL 价格已经上涨约 7 倍。

这并不是近几日借助马斯克概念火起来的第一个 meme 币。

1 月 10 日,X 用户 Tim Urban 发布了一则评价航空业的 X 帖文。在帖子用,他引用了联合航空 CEO Scott Kirby 的言论。

马斯克在这则帖子下开玩笑式的随口评论,“卡比是 CEO。”这也让星之卡比成为了一个短期内爆火的 meme 概念。

TROLL领跑,meme季再度来袭,大盘的危险信号?

一时间,卡比币也成为了热门 meme。GeckoTerminal 数据显示,最大的一个卡比币已经在 6 天内完成了从 0 到市值 337 万美元的增长。

TROLL领跑,meme季再度来袭,大盘的危险信号?

V神:meme 币硬蹭创新概念

除马斯克之外,V神是一众 meme 币们的另一个主要灵感来源。

在本周末,V神早前的一个关于 Zuzalu 的概念重新被社区所关注。

Zuzalu 共居实验是一个独特且开创性的社会创新和社区驱动进步项目。该项目由V神发起,在黑山进行。Zuzalu 是一个类似临时城市的社区,约 200 人共同生活了约两个月。参与者包括学生、专业人士和各领域领导者在内的广泛个体,同时他们也会为有需要的人提供经济援助。

Zuzalu 提供了一种去中心化的生活体验,即兴对话和分组研讨会推动了活动的节奏。它是知识分子和创新者的集结地,涉及加密货币、人工智能、治理和去中心化科学等领域。在 Zuzalu 培养的社区不仅在国籍上多样化,而且专注于如生物技术创新和网络状态哲学等领域。

作为一个去中心化的社区,Zuzalu 本身似乎并未引起加密世界的广泛探讨。但在本周 meme 狂潮开始之后,Zuzalu 这一概念迅速获得了加密社区的认可,并诞生了多款 meme 代币。

Zuzalu Inu 是表现最为亮眼的一款。这一代币诞生于 2023 年 3 月。

TROLL领跑,meme季再度来袭,大盘的危险信号?

GeckoTerminal 数据显示,在 1 月 14 日之前,其价格仅为 0.000008 美元一枚,而近日最高涨至 0.012 美元,最高涨幅 1500 倍。即使是以现价计算,涨幅仍然超过了 1000 倍。

meme 之王座前,将是血洗的战场?

除了上述 meme 外,Solana 联合创始人的傻龙概念币也获得社区的广泛关注。众多 meme 币在这轮行情中漫天飞舞,在各自明星“代言人”的引领下争夺 meme 之王的宝座。

TROLL领跑,meme季再度来袭,大盘的危险信号?

meme 年年有,年年不重样

目前,市场已经全面进入 meme 狂热季。Blockchaincenter.net 年的山寨季指数显示,当前山寨季指数高达 76 。该指标表明,在过去 90 天内,前 50 种山寨币中有 75% 的币种表现优于比特币。

TROLL领跑,meme季再度来袭,大盘的危险信号?

TradingView 数据显示,目前比特币的总加密市占率为 47.56% ,近一周以来正持续走低。

TROLL领跑,meme季再度来袭,大盘的危险信号?

现在引发投资者焦虑的问题是,这种情况究竟还能持续多久?追高还是猎新?

但若采用“刻舟求剑”的方法来看待,山寨飞舞的景象,在历史经验来看往往是对整个加密市场的一种危险信号。更重要的问题或许是:山寨的爆红,究竟是比特币新一轮上涨的起始,或者是下一轮大跌的前奏?Odaily星球日报在此提示,投资者注意高波动币种风险,并时刻关注其消息面、链上数据面变动,谨防被套。

Lecturas Relacionadas

NVIDIA CPU Advances, China's RISC-V Responds: Semiconductor Deep Dive - Part Four

NVIDIA is set to launch its new Vera AI data center CPU in China as early as August, with high pricing. While this move offers a new option, it highlights China's continued dependence on foreign-controlled Arm architecture. In response, the Chinese semiconductor industry is increasingly turning to RISC-V as a strategic alternative for achieving high-performance computing autonomy. The article explores the concept of the "impossible triangle" in CPU development—balancing prosperity, control, and autonomy—and posits that RISC-V's open-source, modular nature offers a unique path to achieving all three. While RISC-V is already dominant in embedded systems, the focus is now shifting to data centers and AI workloads. China has become a global hotspot for RISC-V development, driven by AI-driven compute demand, supply chain concerns from export controls, cost benefits of open-source, and strong policy support. Multiple Chinese companies have reportedly crossed the key performance threshold of 15 SPECint per GHz, a benchmark for entering the high-performance CPU club. Progress extends beyond single-core benchmarks. Companies are developing complete computing subsystems, including commercial-grade coherent network-on-chip (NoC) technology and server processors with up to 40 cores that strictly adhere to the RVA23 standard to ensure software compatibility. Real-world applications are emerging in areas like video transcoding and edge AI. However, significant challenges remain. The RISC-V ecosystem faces fragmentation, immature toolchains and verification processes, and gaps in single-core performance and energy efficiency compared to mature x86 and Arm architectures. The formidable software moat, epitomized by NVIDIA's CUDA, is a long-term hurdle. In conclusion, while RISC-V cannot immediately replace offerings like NVIDIA's Vera, it represents a viable long-term path for China to develop a self-sufficient, high-performance CPU ecosystem. The journey is acknowledged to be long and arduous, requiring sustained effort to overcome technical and ecosystem challenges.

marsbitHace 2 hora(s)

NVIDIA CPU Advances, China's RISC-V Responds: Semiconductor Deep Dive - Part Four

marsbitHace 2 hora(s)

My Coding Betting Dashboard is Profiting, but Polymarket is Truly Not a Good Place for 'Arbitrage'

The author built a custom monitoring dashboard for Polymarket, a prediction market platform, and tested it with $1,600, achieving over 30% returns. However, the core argument is that Polymarket is not a good venue for traditional arbitrage. The dashboard has two main sections: a "Portfolio Dashboard" for tracking active positions with key metrics like total capital, P&L, and a risk-control module using a tier system (T1, T2, T3), and an "Opportunity Watchlist" for monitoring markets. The article details a critical structural trap in binary markets: a bet with a high perceived probability of success still carries a 100% loss risk if wrong. The author's T1/T2/T3 system is designed to manage this by limiting position sizes based on conviction and time horizon, emphasizing that high confidence should not equal high concentration. A key insight is the danger of "pseudo-diversification"—betting on different markets driven by the same underlying variable. The author concludes that Polymarket offers few true low-risk, arbitrage opportunities. It is instead a high-risk environment where wins can create a false sense of mastery, leading to large losses. The platform is better viewed as a training ground for honing judgment through disciplined, framework-driven betting rather than a reliable income source. The tools help transform intuition into structured, rule-based decisions to mitigate the risk of catastrophic errors.

marsbitHace 5 hora(s)

My Coding Betting Dashboard is Profiting, but Polymarket is Truly Not a Good Place for 'Arbitrage'

marsbitHace 5 hora(s)

WeChat AI Card Hands-On Guide: Has the AI Shopping Era Arrived?

**"WeChat AI Card" Practical Test Guide: Has the Era of AI Shopping Arrived?** WeChat has officially launched the "AI Exclusive Card," a feature integrated into its Workbuddy AI assistant. This card is designed to handle payments for AI-initiated purchases. Our hands-on test reveals it's not yet a tool for fully autonomous AI shopping, but rather a controlled payment layer for AI agents. The AI Card functions as an isolated sub-wallet within WeChat Pay. Users must bind the card and transfer funds into it from their main wallet. Crucially, every transaction requires explicit user confirmation via smartphone scan; AI cannot spend autonomously. Currently accessible through the Workbuddy agent, the card targets specific digital consumption scenarios: purchasing paid content (reports, data), calling paid APIs/tools, and subscribing to services. Its design prioritizes security and control by separating funds and mandating approval for each payment. We tested a real-world scenario: ordering bubble tea via Workbuddy using a "Meituan Life Assistant" skill. The process encountered multiple hurdles: high "skill" usage costs (exceeding daily free credits), and most importantly, while a payment was successfully initiated, the AI purchased an incorrect product (a mismatched group-buy coupon instead of the desired drink). This highlights the current limitation: the **AI Card only solves the payment step**. The broader challenge lies in the **AI agent's execution chain**—accurately understanding intent, navigating third-party platforms, selecting the right product, and ensuring proper fulfillment. The payment succeeded, but the purchase failed to meet the user's need. In conclusion, the WeChat AI Exclusive Card is a cautious, early-step experiment in AI commerce. It provides a secure, user-controlled payment method for agent interactions but is not yet capable of reliable, end-to-end complex purchases. For now, it's best used for low-value, low-risk digital services with careful user verification at each step. The vision of AI handling complete shopping tasks remains a work in progress.

marsbitHace 8 hora(s)

WeChat AI Card Hands-On Guide: Has the AI Shopping Era Arrived?

marsbitHace 8 hora(s)

Trading

Spot
Futuros
活动图片