Not long ago, I saw Shen Yu said: the rich can speculate. The poor cannot speculate. People who have no money at all must speculate!

Today, when I saw Teacher Dayu's logic, I actually recalled the past. Most of the older generation, in fact, accumulated their first A6-A9 mostly in 2016-2017, the craziest period of ICO. At that time, as long as you grabbed an allocation and had some celebrity endorsements, such as Li Xiaolai, Baoye, Xue Manzi, etc., basically every exchange had a bottom line of 10 times, with ratios of 50-100 times abundant. People who experienced that period should have had sleepless nights, much crazier than the current meme market. That should be the best time period for ordinary people to counterattack.

Up to now, the MEME craze is essentially the same, giving ordinary people a third chance to counterattack. Think about it, it's very difficult to find a 2x coin in the Secondary Market now, BTC is rising, altcoin is stagnant, BTC is slightly down, and altcoin is failing. But MEME still has ten times or even a hundred times the opportunity. This phenomenon is very similar to the early craze in the previous rounds. This is also a good thing in essence, whether it's ICO, DEFIMining, or the current MEME craze, they are all preheating periods before the real big Bull Market arrives, warming up funds, warming up traffic, and warming up the market. Then the market will unfold in a grand manner, which is a common characteristic of a Bull Market. So those who are Tied Up in altcoins now don't need to worry too much. Altcoins may be late, but they won't be absent.

Continuing to talk about this round of MEME craze, risk and return are positively correlated, and the market always follows the 28 or 19 rule, which is the law of the jungle and an inevitable result. But in essence, there are also methods and techniques.

I'm going to talk about our trap mindset: smart money + narrative.

We analyzed the previous two rounds + this round of MEME heat, in essence, it is like [Pang Shi], Pang Shi is not a derogatory term in finance, it is more of a neutral term. It depends on how individuals perceive it, just like Soros said in 'The Alchemy of Finance': 'The history of the world economy is a continuous drama based on illusions and lies. To gain wealth, the method is to recognize its illusions, invest in them, and then exit the game before the illusions are recognized by the public.'

Let's review ICO and DEFI rush to mine, is it really like this?! The essence is that later generations dumb buying from previous generations, and later generations are buried on the beach. The essence of many financial tools and products is also like this, such as social security funds. So don't feel excluded or biased towards this, embrace it actively, and exit the game before the illusion is recognized by the public. This is the key.

So realizing this, you will understand that MEME is essentially a game of capital. The earliest participants attract more players through appealing narratives, start the relay, and withdraw early at the last moment of the relay baton handover.

The question is, how to become the earliest person. You have to believe that anything or a grand story must have schemers and stakeholders. Just like you know a national policy message, few people selflessly refuse to disclose it to their children and relatives. The reason is the same, funds will always be superior to news, and enter the market ahead of time. Moreover, buying coins, it is not right to not promote it.

Smart money is crucial, as it represents a resource and driving force behind it. It may be an insider, a influential KOL, or someone with a background of resources. The fundamental demand for everyone is the same: profit and high returns.

Tracking smart money is crucial to track the top 100 address smart money density and proportion, as well as the size and frequency of net inflows of smart money. However, currently many smart money players usually switch wallets every three days or a week, which makes it more difficult to track smart money associations and grid scans. Tracking smart money is essentially a technical task of data analysis. Those who master this skill will dominate the MEME market.

The second is narrative. This is from the perspective of communication studies. This is also my personal experience. In 15 years, Li Keqiang called for innovation and entrepreneurship. A sexy and attractive story, holding a BP to easily finance more than 1 million RMB. If you have a prestigious background, it's also simple. The most outrageous thing is Jia, the boss of LeTV, making cars with PPT, ecological backlash. Many people should have heard of it. The trillion-dollar LeTV has made many people rich in the stock market.

A MEME narrative is also crucial, and the logic and narrative sexiness directly determine the ceiling of the project. The logic of #GOAT # BAN #LUCE we've seen recently highlights uniqueness and primacy.
#GOAT is AI Agent's first attempt in the MEME track.
#BAN 是第一个艺术品+Web2结合的RWA MEME。#LUCE is the first MEME that combines religion and two-dimensional culture.
I am especially willing to pay for such a grand narrative of the first or some new fields, because from a communication perspective, the quality of a story depends on several aspects, such as audience resonance, unique perspective, concise and powerful expression, universality and depth, authenticity and credibility, curiosity and novelty. And the combination of 'first + cross-border integration' often has good market recognition and dissemination power. This is also a key factor in attracting funds!

Hope our meme thinking and meme speculation can be of some help to you. Grateful 🙏 My TG is in my profile, welcome to communicate!