2025 New Year Meme Entering the House

“It took 17 years for Bitcoin to go from the experimental product of crypto geeks to the peak of the political arena, while Meme took less than one cycle to achieve it.

In 1823, the then US President Monroe issued the Monroe Doctrine (Monroe Doctrine), which rejected the interference of European powers and aimed to dominate the Americas. 200 years later, Trump completed his spiritual return with the Donroe Doctrine (The Donroe Doctrine), and his policies The indicators are internal tax cuts and external expansion, both of which require the sustainable expansion of the double helix mechanism of U.S. debt and the U.S. dollar.

The answer given by Trump is cryptocurrency. From Bitcoin to Meme coins, anything that can become a source of revenue must be strongly supported, and anything that can solve the fiscal deficit can be given the green light. From World Liberty Financial (WLFI)’s million-dollar The threshold club, and today the $Trump Meme currency that has swept everything is targeting retail investors, completing the tactical encirclement of all currency holders.

Works hard at seeking a career, but is poor at seeking a country

In public, Trump’s main concern is to lift the federal debt ceiling to support foreign expansion and large-scale domestic tax cuts;

Privately, Trump needs to complete the transformation into a political family, and changes in the family's financial resources are imperative. This is something that many people ignore. Trump has now "turned away from reality" and is no longer the person who likes to engage in real estate. and tycoons in real industries such as casinos, but financial capitalists who rely on media conglomerates and the stock market.

With American characteristics, it is unexpected to try new concept financing methods such as DeFi and Meme, but it is reasonable. After Trump posted the Meme, $Trump also became the fastest in history to have a market value of over 10 billion. For U.S. dollar tokens, the number of currency holding addresses quickly exceeded 100,000.

Trump has also officially broken the unspoken rule. Other presidents monetize their influence through speeches and other methods after stepping down, but he pre-heated traffic and monetized it before taking office.

After the stone is cast, the ripples will gradually expand. To sum up, the impact on Crypto has the following three points:

Solana will have a high probability of becoming the “third chain” and gain recognition both inside and outside the industry beyond Bitcoin and Ethereum. Trump’s demonstration effect of bringing goods is unparalleled;

Meme will achieve mainstream asset status, and within Crypto, it will officially establish recognition second only to DeFi tokens. No one can regard it as a joke or useless.

The compliance of DeFi will accelerate to become a reality. When Trump frequently launches on-chain projects, this has become a basically certain fact. If it is not compliant, the Trump-Republican political structure will make it a reality. .

Trump’s governing style was basically determined during his first term, which is to ensure the prosperity of the financial market at all costs. He even once used the stock market as a benchmark for his governance. When stocks such as Nvidia and Tesla frequently reached new highs, the crypto market It has the potential to become the second stock market, and the price of existing tokens will undergo a "US special valuation". It doesn't matter how much you think it is worth, but how much Trump thinks it is worth.

Welcome to the Meme Cycle

In 2021, the configuration of Musk and Doge is generally considered deviant, even when Doge climbed to the high point of ATH, but the door for Meme to change the world has been opened, and a "digital tulip" has survived for 2 years More than half.

From the start of Musk, a representative figure in the field of financial technology, to the entry of political leaders, the unique value of Meme can no longer be judged by any valuation system. In contrast, DeFi tokens need to basically anchor the value, users and transactions. Volume is the most basic basis of market value, but no matter what, you can't build a pricing system for Meme. How much human emotions are worth, Pump.Fun can't figure out.

Observing the basic data of $Trump, retail investors are the absolute force. This does not mean that retail investors are dominating the price, but that they are really participating. In terms of token distribution, the top 10% of addresses account for 85.83% of the holdings, and the majority of of retail investors only hold less than 15% of the tokens, which is more concentrated than the 2:8 law.

Image description: $Trump Token transaction data

Image source: solscan.io

In terms of transfer and transaction data, 10, 100, and 1,000 US dollars are the most concentrated people. This is the most standard portrait of retail investors in the bull market. In the fierce PVP of retail investors, it has quickly become a 20 billion market value token, and the number of currency holders has Up to 300,000.

I can’t help but lament that the inauguration fund that Trump created with donations from wealthy people was originally used to provide benefits to his family. He really made me cry to death.

In the 2023-2024 cycle, people have gone through various concepts such as inscriptions, AI, and AI + Meme, or DeFAI, but Meme has demonstrated its own unique value, the best expression of top emotions. If celebrities If there is no support for the value of the token, then it means the person’s name is not famous enough.

Solana’s long-term value

The fate of Meme is the forced injection of Musk + Trump, so there is no doubt about the long-term value of Solana. In the future where Firedancer gradually becomes a reality, Solana 2.0 will become the answer to the stand-alone chain

• high-performance version. With the strong rise of Hyperliquid , the market confirms that it cares about performance rather than decentralization.

As the transaction volume of Solana DEX has surpassed the Ethereum ecosystem on a daily basis, the help brought by Meme will become stronger and stronger. The only problem is that Meme is everything for Solana. It is always strong in fields other than DeFi. As Hyperliquid becomes increasingly independent , it is very likely that future DEX transactions will see Solana and Ethereum separate spot, with Hyperliquid dominating the derivatives market structure.

In terms of $Trump transaction volume breakdown, Meteora, Raydium and Orca dominate the world. Meteora occupies the majority of the market share. Similar to Solana itself, this is also a DEX product that has grown strongly after the collapse of FTX. Although Meme is short-lived, it is Solana ecology is tough enough.

A compliance system that focuses on me

Compliance is already a bad word, but Trump's personal participation has given a new interpretation to compliance. From what I have to do to satisfy the SEC, it is very likely that what I do will become the SEC's norm. If the SEC's hierarchy isn't enough, it could become law.

From now on, the issuance of Meme will no longer be "unable to comply with regulations", but will become "how to comply with regulations". This is completely separate from the asset issuance method of the traditional financial market and is bound to truly impact the existing financial order. , the previous large-scale capital was just testing the waters, and a small effort would not usher in large-scale public participation, but now it is effective, and the scale of transactions in Meme and the entire cryptocurrency has opened up the imagination.

In short, a new era will come, but no one will know whether it is good or bad. If there is no need for a large-scale influx of funds, it will only create shocking trapezes.

Conclusion

The drama of the beginning of 2025 has already been staged. No one would have thought that Trump’s inauguration preview would be attended by Zhou Shouzi. Coupled with the hot launch of the token of the same name, the world will eventually become more and more unstable.

Chinese and American netizens are checking accounts on Xiaohongshu and Solana PVP at the same time. All they can say is that the world is in the same situation.