The investment logic of Meme coin has changed. It is right to invest in this way from now on.

05-14

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Roaring Kitty, which once led a group of retail investors to smash the Wall Street Air Force of GameStop (GME), returned to the X platform yesterday. Not only did it directly trigger the circuit breaker of GameStop (GME) stock price 6 times during the intraday trading, but its influence also expanded to the encryption field, directly pulling up multiple meme coins, with a tenfold or even a hundredfold increase, especially GME and Kitty concepts, which may change the subsequent meme coin investment logic.

KOL

@elliotrades

He believes that the current meme coin investment logic has changed. He believes that it is not too late to invest in memes now, and the next generation of memes will come from "real" memes that are truly popular on social media.

If the Roaring Kitty return effect continues, the logic of meme coin investment will change:

1) Dog meme coins will not perform as well as cat meme coins

Roaring Kitty has released many cryptic videos since her return on X, one of which says "The days of dogs are over."

Now on the surface, this could be seen as his comeback statement (as a cat). Maybe the “dogs” here actually refer to the Wall Street elite. But that’s okay.

Memes thrive on IYKYK-style attention bets, and Roaring Kitty’s prominence after the Dumb Money movie was released on Netflix is beyond anything we’ve seen before . Money ) tells a true story: A retail YouTube blogger with the ID "Roaring Kitty" made a crazy decision: to invest his life savings in GameStop stock.

I hope to increase my position in all cat-themed memes next:

Of course, betting on something like $KITTY makes sense (I bought near the recent top).

2. The real cycle has just begun

A lot of people have been claiming lately that it’s too late to get into meme coins, but I don’t think that’s accurate.

Indeed, it may seem like the market has been stuck in a PvP situation since Bitcoin hit its “all-time high,” but in reality we’ve just seen a lot of exciting news about buying into ETFs.

Global liquidity (shown above) is showing the kind of movement we only saw at the foot of the hill in the last major cycle, and by all appearances is destined to peak in June 2026.

This is still a long time for the coins we have. In addition to meme coins, I will also go all in on game and AI coins, but I prioritize the following:

3. The real meme will crush everything

The meme coins that have found success in the cryptocurrency space so far have generally been absolute baby boomer garbage.

With all due respect, the older generation of cryptocurrency investors are not at the forefront of social media trends.

This is about to change dramatically as a new generation of traders, likely from TikTok (or Gen Z in general), flock to this silly currency trading.

They will absolutely flock to memes that they recognize and think are cool.

The first real example I saw was $HAMMY (Sad Hamster), which I bought because my wife kept showing me the crying hamster on TikTok.

As silly currency trading becomes popular again, the next generation of memes will come from “real” memes that actually go viral on social media.

They will move the game to a position where they have the upper hand, just as any new group would try to do.

Once this change happened, being good at it actually required you to have some connection to internet culture (yes…TikTok).

I don't think Google Trends is useful, it's just a tool for the old generation, the new generation doesn't even use Google to search for things.

The ability to spot underrated memes based on real-world virality will become a truly viable skill. It’s easier said than done, though.

Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.

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