该报告强调,由于监管机构不鼓励首次代币发行(ICO),新的加密项目现在依赖私人风险投资(VC)融资。这种方法被称为“低流通量、高 FDV”,意味着只有少数代币可用于公开交易,而总估值却很高。然而,这种设置可能会让普通交易者面临被早期风险投资者用作“退出流动性”cash的风险。这也促使一些交易者转而寻求模因币。
Binance报告指出,memecoin 的推出和透明的代币供应吸引了trac投资。值得注意的是,山寨币和模因币都可以围绕其潜力的共同信念团结社区。但该报告称模因币更容易获得。
与他们所认为的可访问性、透明度和公平性相反,影响者列奥尼达斯对 memecoin 上市有不同的看法。据评论员介绍,memcoin 以“Memecoin 产业综合体”为基础,在Binance等顶级交易所上市。
Memecoin 工业园区 🧵
如果您想让您的 memecoin 在@binance和其他一级交易所上市,您应该这样做:
1、为团队预留供给(10%)
2. 从获得早期参与机会的风投和鲸鱼那里进行融资平台式的融资(占…的 25%)
—列奥尼达斯 (@LeonidasNFT) 2024 年 11 月 5 日
According to him, memecoins secure listings on major exchanges by reserving large portions of their token supply for insiders—team members, venture capitalists, influencers, and exchange fees. He also argues that this setup leaves regular retail traders at a disadvantage with only 30% supply. Leonidas hints that this might leave room for centralized control and market manipulation. He believes that memecoins should be fully community-owned, transparent, and free from insider influence.
What is noteworthy is that over 75% of memecoins in the market were created within the last year. According to Binance Research, more than 3000 memecoins came into being in 2024. While their existence in the market has been quick, their survival has been hard. The report notes that around 97% of memecoins have “died.”
Memecoins which are often dubbed accessible and community-driven, are also known to be speculative. The memecoin community was long betting on a meme supercycle that might have kickstarted with Bitcoin hitting a new all-time high. Despite the majority of the meme market being fairly new, it has quickly responded to positive market sentiments due to Donald Trump’s victory. With Trump winning the 47th US presidency, the top memecoin market cap at press time has surpassed $73 billion. It has recorded at least a 22% rise in valuation on Wednesday.
DOGE has spiked by 16% as per CoinGecko data while PEPE has recorded 12% gains in one day. WIF has clocked a 14% rise and POPCAT is up 24% along with almost all memecoins being on the rise. Contrarily, MAGA TRUMP memecoin has dipped by around 47% on the back of profit taken by traders.
However, in a market where 97% of memecoins have already “died,” their speculative appeal is unsustainable. But for traders, memecoins are a high-risk, high-return bet.