Three cool thoughts behind TRUMP breaking 20B

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Reprinted from jinse

01/20/2025·1days ago

It’s a fortress, three cool thoughts behind $TRUMP breaking 20B:

  1. Everyone is complaining that the AI ​​Agent track has suffered a violent "vampire" attack, but in essence, this is a blood-sucking operation by on- chain DEX towards CEX. Even if the exchange closes withdrawals and puts up contracts to stop it, it cannot be stopped. Live the crazy FOMO of funds on the chain. After all, the old narrative that is currently in decay and the new narrative that is brewing have all been defeated by the top narrative of issuing coins by the President of the United States.

This is a phenomenal event for DEX to challenge CEX. In the short term, it will cause blood drain on the existing assets on DEX, but in the long term, it is actually a great benefit. Therefore, we are still firmly optimistic about the outbreak of "Spring on the Chain";

  1. I don’t know when there were not many voices in the market shouting $SOL Flip $ETH , but I don’t know if this is the glory of SOL or the sorrow of ETH. Doesn’t everyone think it’s a foregone conclusion if no one shouts?

The outcome will be revealed only in time. Obviously, the Ethereum ecosystem is currently outdated and lifeless. It is only suitable for carrying DeFi applications that pay more attention to decentralization and security. It can only "passively" hope for the large-scale entry of ETF funds; and SOL is It’s different. MEME has been around for a long time, the popular AI Agent trend, Trump’s MEME currency is favored, PayFi, DePIN, etc. may explode at any time. Choosing SOL will give you more "active" control over wealth growth.

  1. The money-making effect of Super MEME is really strong. After all, MEME is simple and easy to understand, has a low threshold for participation, can quickly educate the market, attract new users and funds to enter the market, and the prosperity of the on-chain market is indispensable for the existence of MEME. However, MEME is only a catalyst and does not equal the entire market . $TRUMP can fly to 20B and become the king of MEME. What makes all this happen is the deterministic opportunity of the presidential currency issuance, which is fundamentally different from most MEME in the market.

When the potential of TRUMP is stabilized, Fomo's funds will return to the main narrative of AI Agent again, and it will even be larger and hungrier than before, which will drive the AI ​​Agent narrative to further explode. Because the AI ​​narrative can carry MEME and connect with application infra, the most important thing is that it can connect web2 and web3, which is a definite opportunity for most people to "grow with" on the chain.

No matter what, this is a day that will be recorded in the history of Crypto, and we are waiting for the wonderful drama to continue to unfold.

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