“ It took 17 years for Bitcoin to go from an experiment of crypto geeks to the pinnacle of politics, but Meme did it in less than one cycle.
In 1823, then-US President Monroe issued the Monroe Doctrine, which excluded interference from European powers and intended to dominate America. 200 years later, Trump completed the spiritual return with the Donroe Doctrine. His policy direction is internal tax cuts and external expansion. Both of these points require the double helix mechanism of US debt and the US dollar to expand continuously in terms of finance.
Trump’s answer is cryptocurrency. From Bitcoin to Meme coin, anything that can become a source of money must be strongly supported, and anything that can solve the fiscal deficit can be given the green light, from the million-dollar threshold club of World Liberty Financial (WLFI) to the $Trump Meme that sweeps everything today. The currency targets retail investors and completes the tactical encirclement of all currency holders.
Good at planning for oneself, poor at planning for the country
Publicly, Trump is obsessed with canceling the federal debt ceiling to support external expansion and large-scale tax cuts at home;
Privately, Trump needs to complete the transformation into a political family, and the transformation of family financial resources is imperative. This is what many people overlook. Trump has now "departed from reality and turned to virtuality". He is no longer the tycoon who likes to engage in real industries such as real estate and casinos, but a financial capitalist who relies on media groups and the stock market.
And under the characteristics of the United States, trying New financing methods such as DeFi and Meme are unexpected, but reasonable. After Trump sent out Meme, $Trump became the fastest token to break through $10 billion in market value in history, and the number of addresses holding the coin quickly exceeded 100,000.
Trump also officially broke the unspoken rule. Other presidents monetized their influence through speeches after leaving office, but he monetized the traffic preheating style before taking office.
After the stone is cast, the ripples will gradually expand. In summary, the impact on Crypto is as follows:
Solana will most likely become the "third chain", gaining recognition from both inside and outside the circle in addition to Bitcoin and Ethereum. Trump's demonstration effect of bringing goods is unparalleled;
Meme will gain mainstream asset status. Within Crypto, it will formally establish recognition second only to DeFi tokens. No one can regard it as a joke or useless thing.
The compliance of DeFi will accelerate to become a reality. When Trump frequently launches on-chain projects, this has become a basically certain fact. If it is not compliant, then the political structure of Trump-Republican Party will make it a reality.
Trump's governing style was basically determined in his first term, that is, to ensure the prosperity of the financial market at all costs, and even used the stock market as a weather vane for his governance. At a time when the stock prices of Nvidia, Tesla and other companies are frequently reaching new highs, the crypto market has the potential to become the second stock market, and the existing token prices will usher in a "US-US valuation". It doesn't matter how much you think it is worth, but what Trump thinks it is worth.
Welcome to the Meme Cycle
In 2021, Musk and Doge's configuration was generally considered to be heretical, even when Doge climbed to its ATH high, but the door to Meme changing the world has been opened, and a "digital tulip" has survived for more than 2 and a half years.
From Musk, a representative of the financial technology field, to the participation of political leaders, the unique value of Meme can no longer be judged by any valuation system. In contrast, DeFi tokens need basic anchoring value. Users and transaction volume are the most basic market value basis, but no matter what, you can't build a pricing system for Meme. How much is human emotion worth? Pump.Fun can't figure it out.
Observing the basic data of $Trump, retail investors are absolute power. This does not mean that retail investors are dominating prices, but that they are really participating in it. In terms of token distribution, the top 10% of addresses account for 85.83% of holdings, while the majority of retail investors only hold less than 15% of tokens, which is more concentrated than the 2:8 law.
Image Source: solscan.io
In terms of transfer and transaction data, 10, 100, and 1,000 US dollars are the most concentrated groups. This is the most standard bull market retail investor portrait. In the fierce PVP of retail investors, it has quickly become a 20 billion market value token, and the number of coin holders has reached 300,000.
I can't help but sigh that the inauguration fund created by Trump with donations from wealthy people was originally used to give benefits to his family. He really, I cried to death.
In the 2023-2024 cycle, people have gone through concepts such as inscriptions, AI, and AI + Meme, or DeFAI, but Meme has shown its unique value, the best expression of top emotions. If the value of celebrity tokens is not supported, it means that the name is not loud enough.
The long-term value of Solana
The fate of Meme is the forced injection of Musk + Trump, so the long-term value of Solana is no longer in doubt. In the future when Firedancer gradually becomes a reality, Solana 2.0 will become the answer to the stand-alone chain + high-performance version. With the strong rise of Hyperliquid, the market has confirmed that it cares about performance rather than decentralization.
As Solana DEX transaction volume has surpassed the Ethereum ecosystem on a daily basis, the support brought by Meme will become stronger and stronger. The only problem is that Meme is everything to Solana, and it is always strong in areas outside of DeFi. As Hyperliquid becomes more independent, future DEX transactions are likely to be Solana and Ethereum separated in spot, and Hyperliquid dominates the market for derivatives.
In the segmentation of $Trump trading volume, Meteora, Raydium and Orca share the world, among which Meteora occupies the vast majority of the market share. Similar to Solana itself, this is also a DEX product that has grown strongly after the collapse of FTX. Although Meme is short-lived, the Solana ecosystem is tough enough.
Compliance system centered on me
Compliance is already a word that has been said too much, but Trump's personal participation has given compliance a new interpretation. From what I have to do to satisfy the SEC, it is very likely that what I do will become the SEC's norms. If the SEC's level is not enough, it can also become a law.
From now on, the issuance of Meme will no longer be "unable to comply", but will become "how to comply", and this asset issuance method that is completely independent of the traditional financial market will inevitably have a real impact on the existing financial order. The previous large capital was just testing the waters, and small-scale operations would not usher in large-scale participation by the whole people, but now the upper and lower levels have opened up the imagination of the scale of Meme and the entire cryptocurrency transaction.
In short, a new era will come, but no one will know whether it is good or bad. If a large range of funds do not need to flow in, it will only create a shocking flying man.
Conclusion
The big drama of the beginning of 2025 has already begun. No one would have thought that Zhou Shouzi would be invited to attend Trump’s inauguration preview. Coupled with the hot launch of the token of the same name, the world is finally getting more and more upside down.
Chinese and American netizens are reconciling their accounts on Xiaohongshu while playing PVP on Solana. It can only be said that the world is experiencing the same cold and heat.
Preview
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