MEME 甚至已经不是一个 sector，而是新 Altcoin 本身了，CEX 山寨在我看来已经是一个在死去的资产。
看 Coinbase 财报，山寨币 24Q1 和 21Q1 的对比完全不在一个数量级，但山寨币的 24Q1 的宏观面和 21Q1 相比只好不差。
那个 BTC ETF 通过 = 资金被套在了避孕套里

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MEME has even become not a sector, but a new Altcoin itself. In my view, the CEX Altcoin is already a dying asset.

Looking at the Coinbase financial report, the comparison of Altcoin in Q1 2024 and Q1 2021 is completely different in scale, but the macroeconomic situation of Altcoin in Q1 2024 is not much worse than Q1 2021.

That BTC ETF passing = the funds were trapped in a condom.

BTC slightly dropped, Altcoins plummeted, the market sentiment exploded! Today, the Fear and Greed Index plunged to 20, officially entering the "Extreme Fear" zone - is it a golden window to buy the dips, or the prelude to a bear market?
We have compiled the insightful views of KOLs across the network to help you see the trend and seize the opportunity!
"For most of the short-term traders who are not very skilled, it may not be wrong to wait and see, as they may miss a good opportunity to buy the dips, but the risk will be lower. Especially for those who still have a large number of positions, I believe most of them are in a loss. I don't know about others, but the Altcoins I have, I'm really lazy..."

BTC hits 80,000 again, is it a good time to buy the dips or a signal to liquidate? Here comes the highlights of KOL's wonderful analysis

On March 10, Strategy (formerly MicroStrategy) officially filed documents with the regulatory authority to issue preferred shares, aiming to raise capital of up to $21 billion. The company said the funds raised...

MicroStrategy to raise $21 billion to buy Bitcoin

The cryptocurrency market is in turmoil. Yesterday, March 9, Bitcoin - the bellwether of the crypto world - plunged 7%, with its price retreating from its highs, triggering widespread panic in the market. According to <The Block> data, the spot market trading volume of centralized exchanges (CEX) reached $1.77 trillion in February, which, although a new low for the year, was down 23.7% from $2.32 trillion in January, indicating a significant contraction in market activity. At the same time, crypto analyst Miles Deutscher took to social media...

Bitcoin drops to $80,000 again, where are the key support and resistance levels?

MEME 的问题是市场规模有限，而 IP / 无息资产 / MEME——无论叫它什么。市场规模的 cap 是有限的，而且竞争是你死我活的，想想金银比。

The problem with MEME is that the market size is limited, while IP/interest-free assets/MEME — whatever you call it. The market size cap is limited, and the competition is fierce, think about the gold-silver ratio.