When heaven and earth come together, the heroes are not free. The on-chain market has fast-forwarded to the time of the paid group controversy. The bull market open payment group belongs to eating liquidity beta, and the bear market opening payment group belongs to looking for scolding. The so-called on-chain bull market may only be less than three months from November 2024 to mid-January 2025. During that time, we've seen cult memes peak after a full rally in November. Just when everyone thought that the meme bull market was coming, AI meta gradually replaced the traditional cult and became the new darling of funds. The essence of AI meta is to establish a new asset hype theme, accompanied by a different evaluation system on the surface, and it is still attention + master logic in essence. $LAUNCHCOIN inherits this logic and is probably the best to inherit the Solana ecosystem from meta (unless Virtual comes to Solana again). The ecology rises and falls due to the depletion of mobility itself, but it remains the most likely opportunity for innovation. Are ETH, Base, BNB easier than Solana? Not really. In essence, liquidity rotates between the whole chain, and the ecology rises and falls. The ETH I bought, Base's meme, and the app, in general, also lost more and made less money. If you play EVM because Solana has a lot of intrigue, then EVM is even worse: only conspiracy can be played. Conspiracy dominance reflects the scarcity of liquidity: retail investors' funds do not reflect consensus, making the price performance of the cabal a more important factor of attention. This is the "failure of narrative dynamics". When "who bought it" is much more important than "what", the meme is alienated. When the voice of mocking narrative emerges and the pickpocketing address becomes mainstream, it means participating in the market cautiously. MOODENG-LABUBU-THERANOS HAS A SIMILAR ADDRESS BEHIND IT. FARTCOIN-HOUSE-NEET-XBT-BALL HAS A SIMILAR ADDRESS BEHIND IT. These two groups have a strong ability to choose narratives, and the themes they choose are usually more interesting. But what's interesting about memes is that when there is plenty of liquidity, a good narrative will self-validate its worth. Without that, the meme becomes complete bargaining and conspiracy, which makes the game itself difficult and boring. For crypto players, it is necessary to manage their positions well to prevent them from increasing their exposure by constantly raising their bets during the rise. No one knows if this is the beginning of the main rising wave or the rebound before the bear market. If you are good, you will enjoy the game, and if you are poor, you will be physically and mentally healthy. Life is a bigger game, calm, patient, and encourage you.
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