Three sober reflections on the reason why Trump broke 20B

It's amazing, three cold thoughts behind $TRUMP breaking 20B:

1) Everyone is complaining that the AI ​​Agent track has been attacked by a fierce "vampire", but in essence, this is a big blood-sucking operation of the on-chain DEX against the CEX. Even if the exchange closes withdrawals and blocks contracts, it can't stop the crazy Fomo of funds to the chain. After all, the current decaying old narrative and the new narrative of brewing vitality have all lost to the top narrative of the US President issuing currency.

This is a phenomenal event in which DEX challenges CEX. In the short term, it will drain the existing assets on DEX, but in the long run it is actually a big boon. Therefore, we are still firmly optimistic about the outbreak of the "Spring on the Chain";

2) At some point, there were not many voices in the market shouting "$SOL Flip $ETH", but I don't know whether this is the glory of SOL or the sorrow of ETH. No one shouted because everyone thought it was a foregone conclusion?

The ending will be revealed in time. It is obvious that the Ethereum ecosystem is now old-fashioned and lifeless. It is only suitable for carrying DeFi applications that focus more on decentralization and security. It can only "passively" hope for the large-scale entry of ETF funds; but SOL is different. MEME, which has been around for a long time, is the popular AI Agent trend, Trump's favor for MEME coins, and PayFi and DePIN that may explode at any time. Choosing SOL will have a more "active" dominance over wealth growth.

3) Super MEME's money-making effect is really strong. After all, MEME is simple and easy to understand, with a low threshold for participation. It can quickly educate the market and attract new users and funds. The prosperity of the on-chain market cannot be separated from the existence of MEME. However, MEME is only a catalyst, not the whole market. The reason why $TRUMP can fly to 20B and become the king of MEME is the deterministic opportunity of the president issuing coins, which is fundamentally different from most MEMEs on the market.

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

In any case, this will be a day that will be recorded in the history of Crypto, and we will wait for the subsequent exciting drama to continue.