It's a fortress, a $TRUMP breaking the $20B behind the three cool thoughts:
1) Everyone is complaining that the AI Agent track has been hit by a fierce "vampire" attack, but essentially, this is a massive bloodsucking operation from on-chain DEX to CEX. Even if the exchange closes withdrawals and blocks contracts, it cannot stop the crazy FOMO of funds flowing into the chain. After all, the current decaying and declining old narrative, the brewing new narrative, have all been defeated by the top-level narrative of the US president issuing coins.
This is a phenomenal event of DEX challenging CEX. In the short term, it will cause bloodsucking of existing assets on DEX, but in the long run, it is actually a great boon, so I remain firmly optimistic about the outbreak of the "spring on the chain";
2) The market hasn't had much voice shouting for $SOL to flip $ETH lately, but I don't know if this is the glory of SOL or the sorrow of ETH. Is it that everyone thinks it's a foregone conclusion?
The ending will be revealed by time. Clearly, the Ethereum ecosystem is currently old and lifeless, only suitable for hosting DeFi applications that are more focused on decentralization and security, and can only "passively" hope for the large-scale entry of ETF funds. But SOL is different, with the enduring MEME, the hot AI Agent trend, the favor of Trump's MEME coin, and the potential outbreak of PayFi, DePIN, etc. Choosing SOL will give you more "active" control over wealth growth.
3) The money-making effect of super MEME is really strong, after all, MEME is simple and easy to understand, the participation threshold is low, and it can quickly educate the market and attract new users and funds to enter. The prosperous business model on the chain cannot do without the existence of MEME. But MEME is just a catalyst, not the whole of the market. $TRUMP can fly to $20B to become the MEME king, and the opportunity of the president issuing coins, which creates all this, is fundamentally different from most of the MEME on the market.
When TRUMP's momentum stabilizes, the FOMO funds will return to the AI Agent main narrative again, and the scale may be even larger and more hungry, driving the further outbreak of the AI Agent narrative. Because the AI grand narrative can carry MEME, and also connect to the application infra, and most importantly, it can connect web2 and web3, which is the definite opportunity for most people to "grow up" on the chain.
In any case, this will be a day that will be recorded in the history of Crypto, and we await the continuation of the exciting drama.
