Three thoughts behind $TRUMP breaking 20B:

1) Everyone is complaining about AI The Agent track has been subject to a fierce "vampire" attack, but in essence, this is a blood-sucking operation of on-chain DEX towards CEX. Even if the exchange closes withdrawals and launches contracts to block it, it cannot stop the crazy FOMO of funds to the chain. superior. After all, the old narrative that is currently in decay and the new narrative that is brewing have all been defeated by the top narrative of issuing coins by the President of the United States.

This is a phenomenal event for DEX to challenge CEX. In the short term, it will cause blood drain on the existing assets on DEX, but in the long term, it is actually a big benefit, so we remain firm. Be optimistic about the outbreak of "Spring on the Chain";

2) I don’t know when there were not many voices shouting $SOLFlip$ETH in the market, but I don’t know if this is the glory of SOL or the sorrow of ETH. Doesn’t everyone think it’s a foregone conclusion if no one shouts?

Leave time to reveal the outcome. Obviously, the Ethereum ecosystem is currently outdated and lifeless, and is only suitable for hosting DeFi applications that pay more attention to decentralization and security. "Passive" hopes for the large-scale entry of ETF funds; but SOL is different. MEME has been enduring for a long time, the popular AI Agent trend, the favor of Trump's MEME coin, PayFi, DePIN, etc. may explode at any time. wait. Choosing SOL will give you more "active" control over wealth growth.

3) The money-making effect of super MEME is really strong. After all, MEME is simple and easy to understand, has a low threshold for participation, and can quickly educate the market and attract new users and funds. Entering the market, MEME is indispensable for the prosperity of the on-chain market. However, MEME is only a catalyst and does not equal the entire market. $TRUMP can fly to 20B and become the king of MEME. What makes all this happen is the deterministic opportunity of the presidential currency issuance, which is fundamentally different from most MEME in the market.

When the potential of TRUMP is stabilized, Fomo’s funds will return to the main narrative of AI Agent again, and it will even be larger and hungrier than before, and will drive The AI ​​Agent narrative explodes further. Because the AI ​​narrative can carry MEME and connect with application infra, the most important thing is that it can connect web2 and web3, which is a definite opportunity for most people to "grow with" on the chain.

No matter what, this is a day that will be recorded in the history of Crypto, and we are waiting for the wonderful drama to continue.