Author: Deebs DeFi, Crypto KOL
Compiled by: Felix, PANews
Trump has taken control of the crypto market.
He owns the 12th largest token worth $15 billion. He has captured the attention of all crypto users. He dominates every token in the market, and his net worth has doubled in less than a day. He has complete control of the market until... his wife launches the MELANIA coin, and he initiates a "vampire attack" on his own token, causing TRUMP coin to plummet over 50%.
It's not that the TRUMP coin is a scam. However, most people agree that the launch of the MELANIA coin was a huge mistake. But this mistake does not mean the end of cryptocurrencies.
In fact, it marks a new beginning, the start of a crazy cycle. Celebrity memes becoming the norm, and "crime" does not exist in cryptocurrencies. Here are 4 key predictions for this cycle and the tokens/ecosystems that will have the greatest impact:
The market is smarter, Trump memes cooling down
While it's uncertain whether the Trump family will stop issuing memes, or if the entire family will issue them. However, one thing is clear: the returns on each new token will diminish.
The launch of the MELANIA coin was a huge mistake, and the valuation of the TRUMP coin was destined to be much higher, possibly even DOGE-level. However, the Trump insiders revealed their cards too early.
As more and more TRUMP memes are released and perform poorly, traders are expected to seek broader markets and more growth opportunities.
At the same time, celebrities will also be closely watching this golden opportunity in front of them...
Celebrity Memes & Rugs
Celebrities will launch their own memecoins. This is not surprising. The market has already anticipated this.
What the market did not anticipate, however, is the impact of celebrity memecoins.
Although the public has suffered from post-traumatic stress disorder (PTSD) due to the Hawk Tuah (HAWK token collapse) and Floyd Mayweather (boxer Floyd Mayweather was involved in promoting the fraudulent Mayweverse project) incidents, let's first review some key data from the past two days:
- Trump's memes have attracted over 115,000 new crypto users (see dashboard below).
- Google searches for cryptocurrencies have skyrocketed in the past few days: searches for "Solana" have reached a new high for the year, and searches for "Crypto", "Ethereum" and "Coinbase" have also been on an upward trend this year.
Source: @0xBoxer
Why is this data so important?
115,000 users is not a small number.
- For reference, 115,000 is 1/2 of Arbitrum's daily active users, and 1/4 of Ethereum's daily active users.
The Google search data indicates a new user base.
- Crypto veterans don't use Google. They have Coinbase links, they know what Solana is, and they search for information on X.
- The data also shows that the increase in interest is not limited to Solana, but the entire crypto space.
Other celebrities may have a similar impact.
There are many other celebrities with passionate followers who can bring tens of thousands of users to the chain, just like Trump. For example, Elon Musk, Mr. Beast, Taylor Swift, Justin Bieber, CR7, Messi, Jeff Bezos.
Imagine if Taylor Swift launched the TSWIFT coin and brought 100,000 - 200,000 new users to the chain. That's like adding a whole new chain to cryptocurrencies, a new user planet to the solar system.
Although this is all optimistic, and historically, celebrity memes have often ended in Rug pulls. However, in a bull market, people will quickly forget. The Hawk Tuah Rug incident will not stop gamblers and simps from buying her future memes. Even if 9/10 of the celebrity memes are Rug pulls, the one meme that doesn't Rug will still bring the much-needed users and liquidity to the crypto space.
AI Tokens: The Return of the King
As mentioned above, with the cooling of Trump memes, traders will look for better opportunities. AI is one of the best opportunities. When thinking about AI, the acronym APE comes to mind:
- A: Abstract. AI solves UI/UX problems. It simplifies all complex DeFi processes like trading, lending, borrowing, LPing, etc. through natural language.
- P: Profit/Protection. AI agents provide automated and superior trading strategies, delivering extra profit returns for users. AI agents are also well-suited to protect investors from scams. Some teams are already developing a wallet protection program that alerts users to potential fraud signs before they buy a token.
- E: Entertainment. Waifus, DJs, and so on, need I say more?
When considering the impact of AI on cryptocurrencies, the profit cycle from Trump traders to DeFAI is obvious. Some of my favorite AI projects include VIRTUAL, AIXBT, AVA, FARTCOIN, and HAT.
I also closely follow MCAP projects with unique niche use cases (not another trading bot or launch pad):
- ANTIRUG: Predictive analysis on project Rugs
- PYTHIA: AI in rat brains
- VIRAL: Agents that learn directly from human behavior on screens
SOL: The Undefeated Champion
Barring any surprises, the TRUMP coin has proven that Solana is the best chain to launch tokens, with no better alternative.
Reaching a $15 billion market cap in a single day is unheard of in any other field.
Over the past two days, Solana has set new highs in almost every metric (Related reading: Crazy Weekend: 10 Charts Analyzing the Solana Moment in the Crypto Market):
- TVL soared to over $12 billion, the highest level since the 2021 bull market peak
- Price surged over 25% to a new high of $290
- DEX trading volume hit a new high of $17.5 billion again.
Solana is the "mainstream" chain and seems unlikely to change in the short term.
Related reading: $TRUMP Ignites Bullish Expectations, Which Assets May Welcome the "American Compliance Spring"?