教皇不在了,LUCE 迎新生?

深潮Publicado em 2025-04-21Última atualização em 2025-04-21

Meme 依然是 Meme,没有边界、消费万物地资本化一切注意力。

作者:Ethan,Odaily星球日报

4 月 21 日,根据天主教新闻(Catholic News Service Rome)最新消息,教皇方济各(Pope Francis)于今天上午 7: 35 去世,教廷发言人 Cardinal Farrell 主教宣布了这一消息。GMGN 数据显示,老牌教皇主题 Meme 代表 LUCE 短时暴涨 70% ,市值突破 1500 万美元,现回落至 1387 万美元。

LUCE K 线“先斩后奏”,大户是提前知道了什么?

此前, 4 月 19 日 ,LUCE代币价格单日暴跌 74.54% ,市值从数千万美元迅速缩水。链上数据显示,某早期鲸鱼账户浮盈 520 万美元后未及时抛售,最终亏损 33.5 万美元。同一天,多个迷因代币(如 MANEKI、JELLYJELLY、AIDOGE)也经历了闪崩,引发广泛讨论,之后的一段时间,LUCE 价格稳定在 0.00887 美元附近,且仍在币安 Alpha 名单中。

4 月 19 日凌晨 4: 07 ,社区贡献者 Lavanda Garrison 在 Telegram 官方社群中表示,社区接管团队(CTO)尚未明确闪崩的原因,怀疑可能是某个大户出货所致。

同日凌晨 4: 42 社区成员@berly_off指出,LUCE、MANEKI 和 AIDOGE 的抛售时间和方式极为相似,推测它们可能共享一个做市商;这些代币都在 OKX 或 Bybit 等大型交易所上市,且可能通过做市商大规模抛售进入市场。类似情况此前也曾发生在 Binance 上市的代币 ACT、HIPPO 等上。

同日 22:47 ,LUCE CTO 官方 X 发文表示最终将此次暴跌原因定性为巨鲸出货导致的价格操纵,虽然此次代币价格遭到重创,但社区信心并未因此受到打击。

直到今日,LUCE 迎来二级反转。

圣光初现与熄灭:当宗教符号被 Meme 化

2024 年 10 月 29 日,LUCE 代币在 Solana 链上发布,灵感来自梵蒂冈为 2025 年圣年设计的二次元吉祥物“Luce”(意大利语“光”)。这一结合宗教符号与亚文化的创意迅速吸引了公众关注。

Luce 吉祥物由知名设计师 Simone Legno 打造,形象结合了拉丁语“光”的象征意义与年轻化元素:手持朝圣者手杖,靴子沾满泥泞,眼睛闪亮充满希望,意在吸引 Z 世代关注天主教文化。

开发者(Dev)借势将宗教情怀转化为资本叙事,仅用 2 枚 SOL(约 130 美元)创建代币,并在 Pump.fun 平台上线。代币供应量为 10 亿枚且全流通。次日,LUCE 市值在 12 小时内飙升至 5300 万美元,交易量突破 1.16 亿美元。链上数据显示,Dev 以 2.73 枚 SOL 抛售 6706 万枚 LUCE,获利 0.73 枚 SOL(约 130 美元),但此时代币的市场价值已突破 200 万美元,露出早期控盘的迹象。

此后的一段时间,LUCE 迅速成为“宗教+财富”的双重符号。在 Telegram 群组中,“信仰即暴富”的口号与 LUCE 的动漫形象传播开来,甚至衍生出 Santino(小狗)和 Holy Mary(圣母)等伴侣代币,形成了更完整的叙事矩阵。至 2024 年 11 月,LUCE 价格从 0.0275 美元涨至 0.07196 美元,周涨幅达到 65.44% ,市值一度突破 7700 万美元,跻身加密货币市值前 800 名。

彼时正值市场情绪高涨期;同时,Solana 链的高性能成为助推器——其低交易费用(约 0.00025 美元)和高吞吐量(每秒 6.5 万笔交易)使得散户能够频繁交易;而 Pump.fun 平台简化了代币发行流程,使得 Dev 可以在几分钟内上线新币。数据显示, 2024 年 Solana 链上每天都会诞生超过 3000 个迷因币,其中 70% 通过 Pump.fun 创建,平均生命周期仅为 3 天。

LUCE 的相对“长寿”得益于其独特的宗教叙事——梵蒂冈圣年活动的全球曝光为其提供了持续话题。同时,社区异常活跃,成员们甚至制作了“朝圣路线图”,将代币价格波动与圣年倒计时绑定,宣称“ 2025 年圣光普照时,持币者将获得十倍回报”,进一步提升了 LUCE 的热度。

回顾来看,以 LUCE 为典型缩影的 Meme 的兴衰背后,反映出由叙事驱动的资金逐利,社区共识的双刃效应,以及基础设施的推波助澜。

将时间快进到今日,教皇去世的消息,迅速催生出一批新的 Meme 币。同名币外,亦有嘲讽美国副总统 JD Vance 为 Pope Killer“角度”的新币捕获热度和流动性(注:Vance 于昨日会见教皇,并于 X 上祝福教皇身体健康)。

唏嘘的是,Meme 依然是 Meme,没有边界、消费万物地资本化一切注意力。

Leituras Relacionadas

After Three Consecutive Quarters of Decline, Can the Crypto Market Find a Window for Stabilization in Q3?

The cryptocurrency market has just concluded its worst-performing quarter since 2022, with total capitalization dropping 12.6% to $2.1 trillion. All core metrics indicate capital is leaving the sector, not just rotating within it. Bitcoin fell 14.2% and Ethereum dropped 25.4% in Q2, breaking their previous correlation with US tech stocks. A key driver is the reversal in US spot Bitcoin ETF flows, which saw a net outflow of approximately $4.67 billion in Q2, including a record monthly outflow near $4.5 billion in June. While recent data suggests long-term holders are accumulating again, sustained ETF outflows mean continued selling pressure. Market focus is now singularly on the Federal Reserve. The upcoming July FOMC meeting is seen as the most critical event for Q3. A dovish signal could support Bitcoin reclaiming a $68,000-$84,000 range, while a hawkish stance might establish a new trading band around $50,000-$56,000. Additionally, regulatory uncertainty persists, with the progress of the crucial *CLARITY Act* stalling in the Senate, reducing its perceived 2026 passage probability to 40-45%. Despite the broad downturn, a few sectors showed growth. Prediction markets saw nominal volume surge 48.7% year-over-year to $113.8 billion, and tokenized collectibles transaction volume rose 143% quarterly to $1.4 billion. The Real-World Asset (RWA) tokenization sector also continued steady growth, now representing ~$28.1 billion in on-chain value. The market's foundation for an extreme crash appears limited, with Bitcoin price hovering near its 200-week moving average. However, the trading paradigm has shifted from narrative-driven speculation to decisions based on price action, policy developments, and interest rate expectations, making a broad sentiment-driven rally unlikely in the near term.

marsbitHá 8h

After Three Consecutive Quarters of Decline, Can the Crypto Market Find a Window for Stabilization in Q3?

marsbitHá 8h

BIT Trading Moment: BTC Still Suppressed by Weekly 200 EMA, Rejection May Restart Decline; Storage and Semiconductors that Surged Last Night Begin Falling in Evening Trading

**Crypto & Stock Market Wrap: Bitcoin Tests Resistance, Stocks Retreat After AI Surge** Bitcoin consolidates around $66,000, facing key resistance near $68,000—an area seen as a major psychological and technical hurdle where previous rallies have failed. Analysts note the cryptocurrency is caught between its 200-week moving average (~$63,333) and 200-week EMA (~$68,328). A clear break above $68k is needed to signal a stronger bullish trend, while a rejection could lead to a retest of $63k support. Market sentiment remains cautious, with low futures open interest pointing to a low-liquidity rebound rather than a full bull market. Bitcoin spot ETFs saw another $203 million inflow. US stock futures pointed lower after a strong Tuesday session led by a massive rebound in semiconductors and memory stocks. The rally was fueled by renewed optimism about AI-driven hardware demand, with Micron, SanDisk, and SK Hynix surging. However, those gains reversed in pre-market trading. Super Micro Computer (SMCI) soared over 20% after hours on strong guidance and a record backlog. Other standouts included Rocket Lab and nuclear energy plays Oklo and X-Energy. Rising oil prices (Brent above $91) and climbing Treasury yields (10-year near 4.64%), however, are reigniting inflation concerns and acting as a headwind for equities. In Asia, markets were mixed. South Korea's KOSPI pared early gains to close slightly higher as semiconductor stocks like SK Hynix gave back initial surges. Japan's Nikkei edged lower as the yen hit a fresh 38-year low against the dollar, raising fears of potential market intervention. Key events to watch include the Samsung Galaxy launch, AMD's AI event, and a slew of major tech earnings from Alphabet, Tesla, and IBM after the close on Wednesday, followed by the ECB meeting and Intel's earnings on Thursday.

marsbitHá 8h

BIT Trading Moment: BTC Still Suppressed by Weekly 200 EMA, Rejection May Restart Decline; Storage and Semiconductors that Surged Last Night Begin Falling in Evening Trading

marsbitHá 8h

Former CFTC Chairman, Circle President Tarbert: Preaching Long-Termism While Cashing Out $30 Million Himself

Former CFTC Chairman and Circle President Heath Tarbert has consistently advocated for a long-term vision in public, urging patience from investors as Circle’s stock price has fallen significantly from its peak. However, it has been revealed that since Circle’s IPO, Tarbert has continuously sold his CRCL shares through pre-arranged trading plans, cashing out approximately $30 million, without making any public market purchases. This contrast between his public messaging and personal actions has drawn criticism. Tarbert joined Circle in July 2023 as Chief Legal Officer, leveraging his regulatory experience to help guide the company through its IPO and expansion. Despite promoting stablecoins as long-term infrastructure, he established a 10b5-1 trading plan just before Circle went public, leading to substantial stock sales over the following year. In March 2026, he initiated another plan to sell more shares. His career trajectory highlights a pattern of moving between high-level regulatory roles and influential positions in the financial sector. After resigning as CFTC Chairman in early 2021, he joined Citadel Securities as Chief Legal Officer just 27 days later, during a period of intense regulatory scrutiny for the firm. He later joined Circle, aiding its efforts to navigate regulatory challenges for its public listing. While Tarbert's expertise in policy and compliance is valuable to companies like Circle, his actions—advocating long-term confidence while personally divesting—raise questions about the alignment between his public statements and his private financial decisions, leaving investors who followed his advice to bear the market risks.

marsbitHá 8h

Former CFTC Chairman, Circle President Tarbert: Preaching Long-Termism While Cashing Out $30 Million Himself

marsbitHá 8h

Gate Research Institute: The 'Wall Street-ization' Wave of Crypto Financial Products – Competition or Integration?

The article titled "Gate Research Institute: Are Crypto Financial Products Sparking a 'Wall Street' Wave—Competition or Convergence?" explores the evolving relationship between the crypto ecosystem and traditional finance (TradFi). The piece begins by reflecting on Bitcoin's original 2009 vision of decentralization, disintermediation, and moving away from banks. It then contrasts this with the 2024 landscape, where key crypto assets like Bitcoin are increasingly held through Wall Street products like ETFs issued by giants like BlackRock. The article questions whether this signifies that TradFi is systematically taking over the rights to issue, price, custody, and distribute crypto financial assets. The core argument is that this is not a zero-sum takeover but rather a bidirectional convergence where each side addresses the other's weaknesses. Crypto offers 24/7 global markets, programmable settlement, and open access but lacks compliant channels, institutional-grade custody, deep fiat liquidity, and mainstream distribution. TradFi possesses these but is constrained by legacy systems, limited operating hours, and slow settlement. Two primary convergence paths are highlighted: * **Path A (CEX to TradFi):** Exemplified by Gate, which has progressed from offering tokenized stocks and CFDs to providing direct, real stock trading (US, Hong Kong, South Korea) within its platform, using USDT. * **Path B (TradFi to Crypto):** Exemplified by Robinhood, which has integrated crypto trading, acquired exchanges like Bitstamp, and is moving traditional assets like stocks onto the blockchain via tokenization and its own Layer 2. Both paths are ultimately competing to become the next-generation, unified financial account—a "super account" where users can seamlessly trade cryptocurrencies, stocks, ETFs, RWA (Real World Assets), and tokenized treasury products in one interface. The growth of RWA and tokenized treasuries (e.g., BlackRock's BUIDL) is presented as the asset-layer fusion, providing stable, yield-bearing assets on-chain and acting as a bridge between the two worlds. In conclusion, the "Wall Street-ization" of crypto is framed as a mutual transformation. Decentralized ideals persist in the protocol layer, while at the application layer, a more efficient, global, and accessible unified capital market is emerging from this convergence. The future competition lies not between crypto exchanges and stockbrokers, but between platforms vying to offer the most comprehensive asset coverage, liquidity, and user experience within a single account.

marsbitHá 8h

Gate Research Institute: The 'Wall Street-ization' Wave of Crypto Financial Products – Competition or Integration?

marsbitHá 8h

Trading

Spot
活动图片