Meme 代币可以根据大型零售钱包的指标来暗示其可靠性。资产超过 1,000 美元的持有者的存在标志着一个社区的形成,更有长期持有的潜力。
Meme 代币的持有者普遍程度各不相同。一些资产受到内部人士持有的压力。其他的则分布在许多钱包中,这些钱包中只容纳了微不足道的金额。
余额超过 1,000 美元的钱包指标是衡量代币受崇拜程度的重要指标。在所有 meme 资产中,Pepe (PEPE) 是此类中端零售钱包的普及率最高的。除了模因在互联网上的存在之外,该代币也有相对较长的历史。
Murad Mahmudov 将代币分为交易组和持有组,他指出 Pepe (PEPE) 是领先者,其次是 DogWifHat (WIF) 和 SPX6900 (SPX)。
持有超过 1000 美元的持有者可以成为确定 Memecoin 社区信念的有用指标
人数越多=士兵越积极,参与其中
比较一些流行的模因: pic.twitter.com/Qi4UEXC4Yj
—穆拉德💹🧲(@MustStopMurad) 2024 年 12 月 15 日
Meme tokens gained influence and mindshare quickly in 2024, and analysts aimed to gauge which tokens were more reliable. PEPE has been much more widely distributed since its launch, surpassing even very vocal communities with a culture of holding for the long term.
In the past few days, PEPE showed signs of losing holders, while usually, the token onboarded dozens of new holders each day. One of the reasons may be the presence of small, but connected wallets, which were then sold off to create panic.
At the same time, a notable whale wallet took more PEPE off Binance and stored it along with APU tokens. Despite claims that PEPE is widely distributed, there are signs of wallet clusters. The recent whale buyer is part of a cluster holding 2.62% of the PEPE supply.
Other whales have shown readiness to hold, as in the case of the address ranked #32 based on its holdings. The whale’s wallet is not connected to any clusters or smart contracts.
For now, Wintermute has decreased its holdings of PEPE down to 242B tokens valued at $6.8M. Wintermute is one of the most active meme market makers, but it has a different selection of assets compared to the influencer list of memes. Wintermute focuses on POPCAT, CAT, and BONK, and has recently added CHILLGUY, MOODENG, PONKE, and GOAT.
PEPE recently traded near an all-time high of $0.000027, later sinking to $0.000023. Recently, the asset broke above a valuation of $10B, becoming the third-largest meme token by market capitalization.
Despite the active growth of memes, only 10 assets have broken above a market capitalization of $1B, while a market cap of around $500M is seen as a grey zone, where tokens can either make it or fail.
Currently, some of the top memes selected by Murad Mahmudov are still in the $500M range, awaiting more listings and an eventual breakout. The top influencer warned meme tokens are at risk of rotation, but holders may outperform by picking the right cult tokens.
Meme tokens are currently losing mindshare, as investors and social media shift to DeFi. Stars like Moodeng (MOODENG) are coming down after a series of high-profile listings, while also revealing part of their gains were due to connected wallets and market manipulation.
One of the reasons is that the attention is shifting to new types of meme tokens, namely those tied to AI agents.
Another day, another ATH for AI mindshare.
51% for all narratives. pic.twitter.com/UQiRevhqvC
— Kaito AI 🌊 (@_kaitoai) December 16, 2024
AI meme tokens already expanded to $4.3B in market capitalization, though still a small share of the overall meme market. Recently, Messari pointed out GOAT could become the meme of 2024, while another AI-related token, FARTCOIN, still trades at $0.77, near peak valuation.
The meme space as a whole decreased its total market capitalization to under $120B. Most tokens remain flat and trade sideways. The big exceptions include SPX, GIGA, and AI16Z, boosted by their cult status and interest in AI memes.
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