After Trumps cast traffic sickles, the essence of Meme Coin PVP betting is fully exposed

Author: Haotian

In fact, since TRUMP, the meaning of celebrity coins has completely "deteriorated". Just clarify two facts:

1. Crypto Market expects that celebrities outside the circle will issue coins with incremental funds and users’ expectations: The reason why Trump’s issuance of coins is eye-catching is not only the trend of PVP in the circle, but mainly comes from the market for Trump’s crypto-friendly government in the future. The series of encryption policies are optimistic.

However, the facts have proved that the issuance of MEME coins and the implementation of the cryptocurrency policy are two different things. The president cannot be responsible for the price of the currency, and it is even more impossible to endorse the real-world reputation of the currency price.

Only $TRUMP can be regarded as a super MEME with a unique "angle", while other small countries' presidents and celebrities just regard the currency circle as "ATMs". At least for now, all the "Sing Duo" who expects the effect of celebrities to issue coins to break the circle. "It's just wishful thinking, and you can only admit that you are unlucky if you are scumbag;

2. Crypto's PVP opportunities gradually show a "entropy reduction" state, and Crypto must return to the main line of PVE technical narrative: MEME coins are community-oriented cultural attribution coins. Compared with the uneven wealth distribution problem in VC coins, MEME coins It has become the focus of this bull market. But a crypto world with only MEME coins is destined to be nothingness. The market needs to use MEME as its variable to regain the main technical narrative line that Crypto relies on.

DeFi Summer, 21 years of DeFi Summer, has blown up the clarion call of decentralized finance, and has opened up financial application scenarios for crypto assets to borrow, mining, Yield machine gun pool, pledge, and re-pled. Although it is also very bubbled, it is adopted and agreed in institutions. In terms of the feasibility of breaking the circle of RWA, at least pure financial scenarios have been proven to be effective.

From 25 to 26, the AI ​​+ Crypto narrative boom with AI Agent Summer as the main line is still a bubble of pure "asset issuance", but behind AI Agent, the "in-depth application scenario implementation, product user experience, and technical concept real value" Many other requirements also exist. For example: AI Agent’s independent decision-making and trading, multi-Agent collaborative portfolio management, Agent’s matching of upstream data and computing power market, Agent game NPC, Agent intelligent person replacement, etc.

Putting aside short-term hype, the future of AI + Crypto is an industry theme that can truly achieve nothing and substance driven by AI Agent application, and truly realize the complete cycle of implementing segmented application scenarios, technical concept verification, and ultimately commercial implementation.

Compared with purely game PVP betting, ordinary people can only find opportunities if they lock on the main line of PVE evolution.