The Supercycle of the MEME Market: Focusing on Chips is the Key

In the past month, we have witnessed the rapid iteration of the MEME market. From $GOAT as the pioneer of AIMEME, to $MOODENG leading the web2 craze, and then to $BAN becoming the standout of art MEMEs, there has been a new MEME project emerging almost every day.

In this MEME gold rush, the winners are often those players who can turn 1 SOL into 100 or 200 SOL. However, the reality is that behind every success story, there are hundreds of losing participants.

Despite the various PVP winning strategies circulating in the market, such as paying attention to the historical projects of developers, analyzing the depth of liquidity pools, and following smart money, there are still very few players who can consistently make a profit. After all, in this rapidly changing market, very few people can sell faster than the project team.

Looking back at this round of MEME frenzy, we can see that the market is undergoing a bottom-up transformation. Retail investors seem to have achieved the "fairness" they desired: resisting VC projects and rejecting high valuation stories. But has the market really become fairer?

In fact, VCs have not really exited; they have just shifted from the forefront to the background. Emerging market makers like GSR and DWF Labs are gradually becoming the new darlings of the market. Even projects like GOAT have quickly gained popularity due to endorsements from well-known investment firms. Ultimately, capital is still leading the direction of the market.

In such an environment, how should investors respond? The key is to stay clear-headed, focus on the flow of funds, and only chase the hottest projects.

From a macro perspective, the performance of the MEME market is closely related to Bitcoin's trend. When the BTC market is doing well, the on-chain MEME market tends to be more vibrant. Conversely, during market downturns, the wealth creation effect of MEME projects significantly weakens, as large funds tend to remain cautious.

In terms of liquidity, the current market is not lacking in liquidity, but rather is too fragmented. Different chains such as SOL, ETH, and BASE each have their active user groups. Among them, the MEME projects on the SOL chain have more convenient entry and exit, and have also produced more successful cases. However, it should be noted that due to the existence of specific trading platforms, the PVP competition on the SOL chain is also more intense.

![[Stable Dog Original] MEME's Super Cycle, Eyes Only on Chips] ( https://img-cdn.gateio.im/webp-social/moments-83669ffd82db5904f70dedbbf9b9a02f.webp)

For investment strategies on the SOL chain, it is recommended to focus on projects that have gained popularity on social media and remain hot for at least one day after being listed on specific trading platforms. This can help avoid the most intense PVP phase. The ideal buying opportunity is during the second pullback or during the pullback phase after the project has already gained some heat. However, remember that chasing the same project during pullbacks should not exceed three times, as "repeated attempts lead to diminishing returns." While popularity is equivalent to attention, a suitable entry price is more important for maintaining a good mindset and confidence in holding tokens.

Finally, remember that "selling high means eternal profit, cashing out is safe." In the current market environment, hot narratives change every month; there are no eternal hotspots, only ever-flowing hot money. The key to navigating the MEME market is to always focus on chip management and liquidity.

![[Stable Dog Original] MEME's Supercycle, with only chips in sight] ( https://img-cdn.gateio.im/webp-social/moments-f2f830fa9f8041e791a0e67aeb85a1bb.webp)