O relatório destaca que, com os reguladores desencorajando as ofertas iniciais de moedas (ICOs), novos projetos de criptografia agora dependem de financiamento de capital de risco privado (VC). Essa abordagem, conhecida como “Low Float, High FDV”, significa que apenas alguns tokens estão disponíveis para negociação pública, enquanto a avaliação total é alta. No entanto, esta configuração pode potencialmente deixar os comerciantes regulares em risco de serem usados como “liquidez de saída” pelos primeiros investidores de capital de risco que cash . Isso também leva alguns traders a buscarem memecoins.
O relatório Binance observa que os lançamentos e o fornecimento transparente de tokens levaram os memecoins a trac investimentos. Notavelmente, tanto as altcoins como as memecoins podem reunir comunidades em torno de crenças partilhadas sobre o seu potencial. Mas o relatório considera os memecoins mais acessíveis.
Ao contrário de sua aparente acessibilidade, transparência e justiça, o influenciador Leônidas tem uma visão diferente sobre a listagem de memecoins. De acordo com o comentarista, os memcoins são listados em bolsas de alto nível como Binance , com base no “Complexo Industrial Memecoin”.
O Complexo Industrial Memecoin 🧵
Se você deseja que seu memecoin seja listado em @binance e outras exchanges de nível 1, isso é o que você deve fazer:
1. Reserve suprimentos para a equipe (10%)
2. Faça uma apresentação no estilo pitch deck com VCs e baleias que obtêm acesso antecipado (25% dos…
— Leônidas (@LeonidasNFT) 5 de novembro de 2024
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.