“It took 17 years for Bitcoin to go from the experimental product of crypto geeks to the peak of the political arena, and Meme took less than one cycle to achieve it.

In 1823, the then-President of the United States Luo published the Monroe Doctrine (Monroe Doctrine) that rejected the interference of European powers and aimed to dominate the Americas. 200 years later, Trump completed the spiritual return with the Donroe Doctrine (The Donroe Doctrine). The direction is internal tax cuts and external expansion, both of which require the sustained expansion of the double helix mechanism of U.S. debt and the U.S. dollar.

Trump. The answer given is cryptocurrency. From Bitcoin to Meme coins, anything that can become a source of revenue 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 is sweeping everything today The currency targets retail investors and completes the tactical encirclement of all currency-holding classes.

Working hard for one's own life, not good for the country

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Publicly, what Trump wants most is to cancel the federal debt ceiling to support external expansion and large-scale domestic tax cuts;

Privately, Trump needs complete to The transformation of the aristocratic family and the transformation of the family's financial resources are imperative. This is something that many people ignore. Trump has now "turned away from reality and turned to fiction". He is no longer the tycoon who likes to engage in real estate and casinos and other real industries, but Financial capitalists who rely on media groups and the stock market

With American characteristics, trying new concept financing methods such as DeFi and Meme is unexpected, but it is reasonable. After posting the meme, $Trump also became the fastest market value in history to exceed 100. 100 million U.S. dollars of tokens, and the currency holding addresses quickly exceeded 100,000.

Trump also officially broke the unspoken rules. Other presidents monetized their influence through speeches and other methods after stepping down, but he came to power. The traffic will be preheated and monetized before the stage.

After the stone is cast, the ripples will gradually expand. To sum up, there are three impacts on Crypto:

Solana. There is a high probability that it will become the "third chain" and gain recognition within and outside the circle besides Bitcoin and Ethereum. Trump's demonstration effect of bringing goods is unparalleled;

Meme will gain The mainstream asset status within Crypto will be officially established second only to DeFi tokens, and no one can regard it as a joke or useless.

The compliance of DeFi will be accelerated.In reality, when Trump frequently launches on-chain projects, this has become a basically certain fact. If it is not compliant, the Trump-Republican structure will make it a reality.

Trump’s governing style was basically determined during his first term, which is to ensure the prosperity of the financial market at all costs. He even once used the stock market as a benchmark for his governance. In the face of frequent declines in stocks such as Nvidia and Tesla, As it reaches new highs, the crypto market has the potential to become the second stock market, and the prices of existing tokens will undergo "US special valuations." It doesn't matter how much you think it's worth, but what Trump thinks it's worth.

Welcome to the Meme Cycle

In 2021, the configuration of Musk and Doge is generally considered deviant, even when Doge climbed to the ATH high, but the door for Meme to change the world has been opened, A kind of "digital tulip" has survived for more than 2 and a half years.

From the start of Musk, a representative figure in the field of financial technology, to the participation of leaders, the unique value of Meme can no longer be judged by any valuation system. In contrast, DeFi tokens need basic anchors To determine the value, users and transaction volume are the most basic basis of market value, but no matter what, you cannot build a pricing system for Meme. How much human emotions are worth, Pump.Fun cannot figure out.

Observing the basic data of $Trump, retail investors are the absolute power. This does not mean that retail investors are dominating the price, but that they are really participating. In terms of token distribution, the top 10% of addresses account for 85.83%. holdings, while the majority of retail investors only hold less than 15% of the tokens, which is more concentrated than the 2:8 law.

Picture description: $Trump Token transaction data

Picture 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 portrait of retail investors in the bull market. In the fierce PVP of retail investors, it has quickly become 200 100 million market value tokens, and the number of currency holders has reached 300,000.

I can’t help but lament that the inauguration fund created by Trump with donations from wealthy people was originally used to provide benefits to his family. He really made me cry to death.

In the 2023-2024 cycle, people have gone through various concepts such as inscriptions, AI, and AI + Meme, or DeFAI, but Meme has demonstrated its own unique value, a top-level emotion The best expression is that if the value of celebrity tokens is not supported, it means that the name is not famous enough.

Solana’s long-term value

Meme’s fate is the forcible injection of Musk + Trump, then there is no doubt about the long-term value of Solana. In the future where 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. change.

As the transaction volume of Solana DEX has surpassed the Ethereum ecosystem on a daily basis, the help brought by Meme will become stronger and stronger. The only problem is that Meme is everything to Solana, and it will continue to be used in fields other than DeFi. Strong, as Hyperliquid becomes increasingly independent, future DEX transactions are likely to see Solana and Ethereum separate spot, with Hyperliquid dominating the derivatives market structure.

In terms of $Trump transaction volume breakdown, Meteora, Raydium and Orca dominate the world. Among them, Meteora occupies the vast majority of the market share. Similar to Solana itself, this is also a DEX product that grew up strongly after the collapse of FTX. Although Meme is short-lived, the Solana ecosystem is strong enough.

Compliance system with me as the main focus

Compliance is already a bad word, but Trump’s personal participation still gives compliance a new explanation, starting from what I want to do to satisfy SEC, it is very likely that what I do will become the SEC's regulations. 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 with regulations", but will become "how to comply with regulations", which is completely separate from the asset issuance method of the traditional financial market and is bound to change. To truly impact the existing financial order, large-scale capital in the past was just testing the waters, and a small effort would not usher in large-scale public participation. However, now it is effective, and the scale of transactions in Meme and the entire cryptocurrency has opened up the imagination.

In short, a new era will come, but no one will know whether it is good or bad. If there is no need for a large-scale influx of funds, it will only create shocking aerialists.

Conclusion

The drama of the beginning of 2025 has already been staged. No one would have thought that Zhou Shouzi was invited to attend Trump’s inauguration preview. Coupled with the hot launch of the token of the same name, the world will eventually become more and more... It's getting better and better.

Chinese and American netizens are checking accounts on Xiaohongshu and Solana PVP at the same time. It can only be said that the world is in the same situation.