The memento craze will end after Trump wins the election! Which side do you stand on regarding the positive and negative arguments?
After Trump's victory, the meme will usher in a bear market?
Recently, Nic Carter, the general partner of Castle Island Ventures, forwarded the tweet of Omid Malekan, a part-time professor at Columbia Business School, saying that the meme craze might begin to fade after Trump won the US presidential election.
The theoretical basis is that memes are essentially products of a strict regulatory environment. Due to the strong regulatory policies of the US Securities and Exchange Commission (SEC), the financing and issuance models of cryptocurrencies are restricted, and many functions that can give value to tokens (such as fee opening, token dividends, airdrops, etc.) are difficult to implement. Therefore, investors prefer to invest their funds in the speculation of memes.
However, if the Republican Party takes power, it will create a favorable regulatory environment for the cryptocurrency market. Once the regulatory environment in the United States becomes rational, the focus of the cryptocurrency market will return to dApps and other meaningful applications, leading to a significant reduction in demand for cryptocurrency trading.
Cobie: Regulation is not the problem, financing structure is the key
However, many people disagree with the views of Nic Carter and Omid Malekan. Renowned KOL Cobie pointed out that the popularity of memes is due to people's desire to buy things that have the opportunity to rise in price, rather than those with a market value of billions of dollars but have been declining for many years. Therefore, the focus is not on whether the regulatory environment is friendly or unfriendly, but on whether the financing structure of the current market can be changed.
I don't think the position of the US Securities and Exchange Commission (SEC) has much impact on this trend - the SEC has classified Solana as a security multiple times and forced Robinhood to delist SOL, but it has had little effect on the market's optimism about SOL. If you want non meme tokens to be attractive to meme traders, different fundraising models may be needed, and founders also need to adopt these models
Even after the rotation of political parties in the United States and the SEC's shift towards supporting DeFi, introducing exemptions or sandbox policies, no one wants to buy tokens on Binance at a valuation of over 20 billion, especially when people bought them at a valuation of 200 million in the privilege round a year ago. Anyway, these tokens cannot prove their valuation by paying direct returns to their holders, as they simply cannot earn enough money.
In addition, Cobie further pointed out that the only SEC policy shift that could have an impact is the creation of a crowdfunding like exemption clause for decentralized token projects, and founders must also accept a more decentralized and decentralized "capital structure".
Murad: 99% of meme buyers don't care about politics at all
On the other hand, KOL Murad, who became popular recently because of the meme boom, also said in the message area that the rise of meme was driven more by the continuous growth of global money supply, and even if Trump was elected, this trend would not change.
Buyers of memes do not care whether these tokens have 'legitimate returns' or whether fee mechanisms are enabled. In fact, enabling fee mechanisms actually accelerates the collapse of altcoins, as no one comes to the cryptocurrency market to trade stocks. People come to the cryptocurrency market in search of' parabolic growth '
With the increase of global money supply, the importance of attention will increasingly surpass fundamentals and cash flow. This road will only develop in one direction.
(责任编辑:百科资讯)
- · 虚拟货币交易平台排名
- · 欧亿交易所怎么样。
- · okx网页版
- · 数字货币交易平台app
- · 欧易app官方下载入口
- · okx交易所app官网链接
- · 虚拟货币交易平台排名
- · 加密货币交易所
- ·10月31日华泰柏瑞远见智选混合A净值下跌0.14%,今年来累计下跌23.68%
- ·bin515价格
- ·数字货币aave价格-数字货币abey最新价格
- ·2017正规比特币软件-2017正规比特币软件下载
- ·10月31日易方达均衡优选一年持有混合A净值增长0.36%,近3个月累计上涨13.17%
- ·10月31日嘉实成长收益混合H净值增长0.44%,近3个月累计上涨12.74%
- ·10月31日华安沪港深外延增长灵活配置混合A净值增长0.25%,近3个月累计上涨17.35%
- ·以太币挖矿官方软件-以太币挖矿app以太坊挖矿app下载
- ·加拿大区块链交易平台
- ·7月7日的天气是什么-7月7日的天气是什么?
- ·保险公司团险具体是怎样的?有什么特点?
- ·10月31日博时沪港深优质企业基金A净值增长0.31%,近3个月累计上涨11.63%
- ·10月31日圆信永丰兴源灵活配置混合C净值增长0.50%,近3个月累计上涨19.95%
- ·区块链私人钱包-区块链私人钱包可以收钱吗
- ·山寨币季节或将重启:市场是否已准备好迎接10倍涨幅?
- ·纽约期银跌3%,金银矿业股普跌,科尔黛伦矿业跌超5%
- ·10月31日华泰柏瑞研究精选C净值下跌0.47%,今年来累计下跌8.59%
- ·中信建投股票交易软件
- ·10月31日华泰柏瑞行业领先混合净值增长0.31%,近3个月累计上涨6.98%
- ·阳谷华泰:拟购买波米科技100%股份 股票明起复牌