# Memes的所有文章

在 HTX 新闻中心浏览与「Memes」相关的最新资讯与深度分析。潘盖市场趋势、项目动态、技术进展及监管政策，提供权威的加密行业洞察。

Odaily Editorial Department Tea Party (July 8)

Odaily Editorial Team Casual Chat (July 8) This is an informal column from Odaily's editorial team, sharing immediate thoughts on industry news, data, and hot topics from various angles. It presents investment ideas and opportunity hypotheses still under verification—which may not be direct wealth codes but questions in themselves—alongside observations from industry interactions and materials that genuinely enhance the team's understanding. The content is based on real investment and observation experiences, carries no advertising, and does not constitute investment advice. Its purpose is to broaden perspectives and supplement information sources, not to create consensus. Team Member Shares: * **Wenser (@wenser2010):** Noted a deeper correction (nearly 30%) in US and Korean stocks, including memory stocks, but remains bullish on DRAM due to perceived supply shortages. In prediction markets, personal small bets outperformed blind copying; favors France to win the World Cup. Views crypto-related stocks like STRK as bearish for now, while seeing Circle and Coinbase as potential rebound plays. Observes recent strength in software stocks like Microsoft but is unsure if it's a sustained recovery. * **Bcxiongdi (@bcxiongdi):** Discusses the recent "recovery training" in meme coin markets on Solana and BSC, characterized by small-scale PVP opportunities, admitting to having sold many assets too early. Suggests also watching the Robinhood chain. Found World Cup prediction markets challenging, advising to consider buying during matches rather than only before. * **Azuma (@azuma_eth):** Focuses on the US stock market, particularly the significant semiconductor correction. Believes demand fundamentals remain and considers buying the dip in DRAM stocks. Notes a potential rotation signal as hedge funds have recently concentrated buying in tech stocks. Plans to continue adding to RKLB (Rocket Lab) stock, seeing limited downside and high upside potential at current levels after its founder's share sale window closed.

Odaily星球日报07/08 10:09

Odaily Editorial Department Tea Party (July 8)

Odaily星球日报07/08 10:09

Research Perspective: The Bull Market Persists, The Agent Wave Has Arrived

The market experienced significant volatility, with a historical $2.5 billion liquidation event causing BTC to briefly drop below $75K. However, this is viewed not as the end of the bull market but as a structural adjustment driven by institutional deleveraging and macro risk-off sentiment. Key factors include macro events like potential U.S. government shutdowns and geopolitical developments, but the deeper driver is AGI (Artificial General Intelligence), which is expected to boost AI-related stocks and influence risk assets. Technologically, the launch of ERC-8004 and protocols like x402 enable trustless AI agent operations on-chain, with ecosystems like Base chain’s Claw-themed memes and projects such as Moltbook signaling the practical arrival of AI agent applications. The convergence between traditional tech (e.g., OpenAI, Anthropic) and crypto is accelerating, with agents enabling micro-trading, arbitrage, and social propagation at unprecedented speed. Despite recent sell-offs and exchange controversies (e.g., criticism targeting Binance), agent-related narratives and technologies are positioned to lead the next wave of market growth. The conclusion emphasizes long-term holding of technology-driven assets, identifying the agent trend as a major alpha opportunity.

marsbit02/03 11:10

Research Perspective: The Bull Market Persists, The Agent Wave Has Arrived

marsbit02/03 11:10

When Crypto Projects Run Out of Supply, What Can Traders Trade?

The article examines the severe downturn in the crypto market, particularly the sharp decline in Bitcoin and altcoin prices, and raises a critical question: what will traders be able to trade in a year if the supply of new crypto-native projects dries up? Data shows a structural collapse in early-stage funding for crypto projects (like L1s, L2s, DeFi), with a 63.9% drop in seed/angel rounds over four years. This "first-level market death" means fewer new tokens will launch, leaving exchanges and traders with a shrinking pool of native assets. Even established crypto funds are struggling with poor returns and low cash distributions post-2020. While memes surged as an alternative, they have evolved into short-term, attention-based assets driven by liquidity and speculation—not sustainable replacements for traditional altcoins. The industry is now looking outward for solutions: - **Tokenization of real-world assets (RWA)**: Platforms are listing tokenized stocks, metals, and indices to attract traders with traditional market volatility and narratives. - **Prediction markets**: Platforms like Polymarket are growing rapidly by allowing direct betting on real-world events (e.g., elections, macro trends), simplifying speculation to yes/no outcomes based on probability. In conclusion, as native project pipelines shrink, the market is shifting from "new token-driven trading" to speculating on external uncertainties and tradable narratives from the broader world. Traders must adapt to this new paradigm.

比推02/02 16:23

When Crypto Projects Run Out of Supply, What Can Traders Trade?

比推02/02 16:23

These Vibe Coding Crypto Mini-Games Are So Addictive

The article explores the rising popularity of "vibe coding" in the cryptocurrency space, focusing on small, addictive games that deliver rapid dopamine hits through instant feedback. Initially skeptical of such trends, the author was convinced after trying games like *Rug Pull Simulator* (a token launch simulation), a meme-trading escape game, and *Vesting Victim* (an FDV guessing game). These games thrive on immediate, repetitive rewards—whether through strategic decision-making, timing the market, or testing valuation intuition—rather than long-term value or complex narratives. Vibe coding leverages AI tools to quickly turn ideas into playable demos, capitalizing on low development costs and high social media virality. It represents a shift toward instant gratification in a market where long-term promises have lost credibility, offering a form of "industrialized dopamine" that is highly engaging, if not necessarily profound. The author concludes by embracing these fast-paced, addictive experiences as a product of the current environment, even if they lack lasting impact.

marsbit01/20 02:11

These Vibe Coding Crypto Mini-Games Are So Addictive

marsbit01/20 02:11

As a Founder, How to 'Ethically' Promote and Attract 'Die-Hard Fans'

Successful founders build cult-like followings through strategic, ethical "propaganda" that creates deep audience connection. This involves crafting unique, repeatable memes (phrases, symbols, or ideas) that become ingrained in followers' subconscious through repetition, fostering belief and identity. Key elements include: - **Positioning**: Define a unique mission that solves pain points or offers a new method, evoking emotion through narrative and symbolism. - **Memes**: Use consistent branding (words, visuals, styles) to ensure instant recognition and authority. Examples include Trump’s "Make America Great Again" or community-specific terms like "Utopian" to create insider identity. - **Identity and Enemy**: Combine identity ("I am an X") with a mission to form a "us vs. them" dynamic. A shared enemy (e.g., traditional influencers) strengthens loyalty. - **Repetition**: Consistently reinforce messages to change minds and build authority, aiming for top 5% influence. The formula: Identity + Mission + Shared Enemy = Die-Hard Followers. This approach transforms creators into leaders with dedicated communities.

marsbit01/13 05:23

As a Founder, How to 'Ethically' Promote and Attract 'Die-Hard Fans'

marsbit01/13 05:23

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