ANSEM 신고가, CZ 진입, Meme Summer가 돌아왔다
- 핵심 의견: 2024년 6월 이후 Solana와 BSC 생태계를 대표로 하는 Meme 코인 시장이 현저히 회복되어 ANSEM과 같은 대박 코인이 등장했고, 속공 패턴이 증가했으며 'buy the news' 전략이 특정 조건에서 효과를 보이고 있다. 시장의 초점은 BSC로 이동하고 있다.
- 핵심 요소:
- 판단 기준: Meme 행보 회복의 척도는 시가총액 상한선을 돌파하는 대박 코인의 등장 여부와 일회성에 그치지 않는 다수의 속공 패턴의 출현 여부이며, 현재 두 조건 모두 충족되었다.
- 시장 성과: 6월 28일에 탄생한 Solana Meme 코인 ANSEM은 일주일 만에 시가총액 3억 9천만 달러를 속공으로 달성했고, BSC 생태계 Meme 행보(예: CZ 및 TCC와 같은 코인의 부상)를 촉발했다.
- 데이터 분석: Odaily 통계에 따르면 6월 이후 소개된 10개의 새로운 Meme 코인 중 5개는 소개 후 가격이 두 배로 올랐고, 4개는 현재까지 수익을 냈으며, 3개는 제로가 되었다. 균등 투자 전략을 가정할 경우, 현재까지 보유 시 수익률이 500%를 초과한다.
- 전략 변화: 시장 상황이 좋아지면서 미디어 보도는 '뉴스 매도' 신호에서 '뉴스 매수' 수익 전략으로 변화했다. 이는 FOMO와 주목 경제가 지속적으로 매수 세력을 밀어올리기 때문이다.
- 내러티브 특징: 이번 행보에는 새로운 내러티브가 부족하며, 주로 유명인 효과(예: Ansem의 지지)와 에어드롭 락업 방식에 의존하지만, 부의 창출 효과는 실제로 존재한다.
- 시장 전망: 시장의 초점은 이미 Solana에서 BSC로 이동했다. 바이낸스 창립자 CZ는 "최고의 Meme이 승리하길 바란다"고 답하며, 축제가 아직 끝나지 않았음을 시사한다.
Original | Odaily Planet Daily (@OdailyChina)
Author | Golem (@web3_golem)
Call all your crypto friends still playing US stocks and predicting the World Cup: the on-chain bull is back, fast. The Meme market has revived. From the Solana ecosystem to the BSC ecosystem, from ANSEM to CZ, TCC and other Meme coins, for Meme traders over the past month, the wealth-generating effect and frequency of the Meme market are no less than the global AI stock bull market.
The criteria to judge whether the Meme market has truly improved are twofold: first, whether a breakout Meme coin has emerged to push the market cap ceiling and imagination potential of the next wave of Meme coins; second, whether it has driven the emergence of a large number of non-one-and-done quick-rally plays in the Meme market. Both criteria are now met. The Solana Meme coin ANSEM, born on June 28, is this cycle's breakout hit, reaching a $390 million market cap in a week. In reality, this rally's signs started appearing in June. (Related reading: A group of on-chain players who didn't watch the World Cup got rich on ANSEM)
Meme Summer Is Back
Below are all Meme coins whose market caps were reported by Odaily Planet Daily's flash news alerts from June to date. Odaily's flash news monitors the Meme market in real-time and selectively pushes alerts about the market cap and gains of trending Meme coins based on internal screening criteria. It often achieves a first-mover advantage on the entire network, thus serving as a Meme market indicator.
As shown above, since June, Odaily Planet Daily's flash news has pushed alerts on the market cap and gains of 10 Meme coins (only counting new Meme coins born since June). All 10 of these Meme coins continued to surge in market cap after being first pushed by Odaily's flash news. 5 doubled in value after the Odaily alert, 4 would still be profitable if held to the present, and, unsurprisingly, 3 have gone to zero (market cap below $1 million).
Assuming a Meme trader invested $1,000, buying $100 of each of these 10 Meme coins upon Odaily's first alert (Odaily note: This is purely hypothetical and does not constitute investment advice). If the strategy was to sell after a double, the trader would still have their $1,000 principal. If holding all to the present, the trader would have made a profit of over $5,000, a return on investment exceeding 500%.
Two conclusions can be drawn from the data above. First, Odaily's Meme flash news alerts can indeed serve as a reference indicator. Especially in the current environment where overall attention on the Meme market has significantly waned, non-full-time Meme traders can treat Odaily's alerts as one of the "golden dog signals," allowing them to discover major opportunities early without constantly watching the charts. For instance, ANSEM's market cap was only $8 million when Odaily's flash news first alerted it.
The second conclusion is that the Meme market has improved in June, with more quick-rally plays and fewer going to zero. A closer look reveals that all 10 Meme coins reported by Odaily were quick-rally plays, and to date, only 3 have gone to zero.
Media is often seen as an amplifier of market sentiment, which is why the "sell the news" trading strategy exists. This is no different in the Meme market. Especially during bearish periods, the market cap ceiling for Meme coins is suppressed, and one-and-done coins dominate. When a Meme coin gets media coverage, it's often the peak of its lifecycle, making "sell the news" a valid strategy.
However, when the Meme market improves, the market cap ceiling for Meme coins expands, and quick-rally plays increase, the situation changes. Meme coins are ultimately an attention economy. Attention driven by FOMO, controversy, influence, etc., eventually translates into buy pressure on the charts. Media coverage of a Meme coin also brings more user attention, making "buy the news" a profitable trading strategy instead.
How Long Can This Meme Rally Last?
So, how long can this Meme summer last?
Most veteran Meme traders likely missed this wave of Meme wealth creation. The reason is that there are genuinely no new concepts or narratives emerging; instead, the market is playing the oldest game of celebrity coins. Take Solana's ANSEM, which relies on Solana Meme leader Ansem (real name Zion Thomas) continuously shilling and creating buzz through airdrops and direct payments to his community.
ANSEM has also driven the current Meme rally on the BSC ecosystem. The two highest-market-cap Meme coins, CZ and TCC, are also promoting themselves as "the next ANSEM on BSC." Meme coin CZ shares the name with Binance founder CZ and uses a "bullified" image of CZ wearing Binance merch as its Meme symbol. Meme coin TCC shares the name with Meme KOL TCC (X: @TCryptochicks) and gained attention after CZ commented on one of her related posts. TCC is currently replicating Ansem's community airdrop strategy.
A community-created meme showing ANSEM punching CZ
Beyond not escaping the realm of celebrity coins, another characteristic of this Meme rally is the popularity of token burning and locking mechanisms. Some argue this is not innovation but a Meme strategy born from liquidity scarcity in a bear market, essentially creating a false prosperity by inflating market caps rapidly to attract hot money. To make liquidity even scarcer, tokens are often distributed to those unlikely or unable to sell easily. For example, some noticed that Ansem's early airdrops went to "insiders" who wouldn't sell easily. Meme coin CZ transferred 70% of its supply to the real CZ.
Although this cycle's narrative is old wine in old bottles, the wealth creation is real on-chain. Don't doubt the market; the market is always right. There's a famous saying in crypto: "The consensus of fools is still consensus." What is certain is that market focus has shifted from Solana to the BSC Meme ecosystem. On the afternoon of July 6, CZ responded to the hype around BSC chain Meme coins, stating, "May the best Meme win."
The stage has been set. The most important audience is seated. Just looking at this, one can assert that this Meme frenzy is far from over.
