浅谈 meme 叙事审美,抛砖引玉: 巨鲸集团在制造新的蓝筹,什么meme可能成为新的蓝筹? 1. 经典的meme IP。之前的经典包括 $PEPE $WOULD $GIGA $Sigma ,最近 $TROLL 被再次炒作,是一个道理。发盘的成本越来越低,所以新盘可能比老盘更具有关注价值。关注最近新发的 $GROYPER ,和 $Troll 巨鲸有关联。 2. 反映现实世界、与历史事件有关联、本就有足够受众基础的梗。之前包括 $MOODENG $PNUT ,现在则有 $HOUSE $NEET $LABUBU $THERANOS 。 3. 加密原生,反映trencher们普遍审美的链上共识。之前的 $MICHI $BILLY $FWOG ,现在的 $TRENCHER 等等。这种随机性较强,难以把握。 4. 定义新趋势,掌握新玩法。类似 $ai16z 的标的,改变了整个市场炒作的meta。眼下的 ICM meta中,仍然在寻找一个代表性的标的。
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