
加密韋馱|Crypto V🇹🇭|Mar 16, 2025 02:35
CZ's approach is actually correct. In the short term, to revive BSC through asset operation logic, he only needs two things:
1. Find a way to stabilize and gradually raise BNB
2. Continuously produce new memecoins that conform to the pricing laws of communication
Firstly, the success of any chain memecoin is due to the expected or at least stable price of the main currency. Otherwise, LPs (holders) would not be able to hold positions in the main currency, making it impossible for them to engage in dogfighting
Secondly, the Memecoin market is essentially a mutual aid split market. Any plate with a high price will inevitably fail to attract new capital and must be split.
As a mutual aid group, what is needed is to quickly increase liquidity and transaction depth (liquidatable assets) while controlling global debt. The most important thing to achieve this is to demonstrate the wealth effect of BSC to devs, attract them to invest and build pools, thereby increasing the total TVL (liquidatable assets) of BSC DEX and the liquidity of MM funds (i.e. the size of the "conspiracy group" dispersed in thousands of addresses ready to smash the market at any time)
At this point, the marginal benefits brought by a single target's ultra-high FDV in these two things are very limited, because for participants/retail investors, it is actually the same thing to get from 100000 to 400W and from 400W to 160 million, but the risks are not of the same magnitude
The constant emergence of new memecoin targets is essentially a "clearing threshold" mechanism for mutual aid markets, allowing global debt to remain controllable over a period of time and preventing retail funds from accumulating in a single project, leading to rapid mutual aid market collapse. Instead, it constantly liquidates and replaces large losses with small losses (pump live streaming currency vs. Trump/Libra). What you need now is retail investors to reinvest, not a large-scale bome to quickly extract the already insufficient market liquidity
As for opening up the market cap ceiling, big brother, this is BN. He can wait for the above things to be effective at any time and then apply for another BN. This may be a challenge for Solana, but not at all for BN, as BN is the endpoint of market liquidity
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