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:时讯)
- ·社保当月交当月的要如何计提
- ·灰度申请以太坊ETF质押操作以提升资产收益
- ·个人信用跟公积金贷款有关吗?不是很了解。
- ·芝麻交易平台交易平台官方v4.079_易欧app最新版移动端链接
- ·扩盈币价格-币圈扩容是什么意思
- ·数据币价格
- ·冷钱包到底应该怎么做-冷钱包怎么制作
- ·bth币价(BTH币价格今日行情价格)
- ·拖欠京东白条会有什么后果?不是很清楚。
- ·seer总代币多少
- ·德克萨斯州众议院在两党支持下推进比特币储备法案
- ·新税改稿酬如何退税
- ·滨州公积金贷款的条件是什么,我打算定居在滨州市
- ·平安i贷多少额度能提现?最低可以贷多少呢?
- ·请问广发信用卡APP怎么查询账单啊?
- ·比特币吸血行情结局
- · 虚拟货币交易平台排名
- · okx官方
- · 虚拟货币交易平台有哪些
- · 欧亿app官网正式版下载
- · 欧易正规
- · 虚拟货币交易
- · okcoin下载官方app
- · 欧亿交易所怎么样。
- · 全球三大虚拟货币交易平台
- ·欧易交易所下载