After Trump's victory, the meme will usher in a bear market?

Recently, Nic Carter, the general partner of Castle Island Ventures, forwarded the tweet of Omid Malekan, a part-time professor at Columbia Business School, saying that the meme craze might begin to fade after Trump won the US presidential election.

The theoretical basis is that memes are essentially products of a strict regulatory environment. Due to the strong regulatory policies of the US Securities and Exchange Commission (SEC), the financing and issuance models of cryptocurrencies are restricted, and many functions that can give value to tokens (such as fee opening, token dividends, airdrops, etc.) are difficult to implement. Therefore, investors prefer to invest their funds in the speculation of memes.

However, if the Republican Party takes power, it will create a favorable regulatory environment for the cryptocurrency market. Once the regulatory environment in the United States becomes rational, the focus of the cryptocurrency market will return to dApps and other meaningful applications, leading to a significant reduction in demand for cryptocurrency trading.

Cobie: Regulation is not the problem, financing structure is the key

However, many people disagree with the views of Nic Carter and Omid Malekan. Renowned KOL Cobie pointed out that the popularity of memes is due to people's desire to buy things that have the opportunity to rise in price, rather than those with a market value of billions of dollars but have been declining for many years. Therefore, the focus is not on whether the regulatory environment is friendly or unfriendly, but on whether the financing structure of the current market can be changed.

I don't think the position of the US Securities and Exchange Commission (SEC) has much impact on this trend - the SEC has classified Solana as a security multiple times and forced Robinhood to delist SOL, but it has had little effect on the market's optimism about SOL. If you want non meme tokens to be attractive to meme traders, different fundraising models may be needed, and founders also need to adopt these models

Even after the rotation of political parties in the United States and the SEC's shift towards supporting DeFi, introducing exemptions or sandbox policies, no one wants to buy tokens on Binance at a valuation of over 20 billion, especially when people bought them at a valuation of 200 million in the privilege round a year ago. Anyway, these tokens cannot prove their valuation by paying direct returns to their holders, as they simply cannot earn enough money.

In addition, Cobie further pointed out that the only SEC policy shift that could have an impact is the creation of a crowdfunding like exemption clause for decentralized token projects, and founders must also accept a more decentralized and decentralized "capital structure".

Murad: 99% of meme buyers don't care about politics at all

On the other hand, KOL Murad, who became popular recently because of the meme boom, also said in the message area that the rise of meme was driven more by the continuous growth of global money supply, and even if Trump was elected, this trend would not change.

Buyers of memes do not care whether these tokens have 'legitimate returns' or whether fee mechanisms are enabled. In fact, enabling fee mechanisms actually accelerates the collapse of altcoins, as no one comes to the cryptocurrency market to trade stocks. People come to the cryptocurrency market in search of' parabolic growth '

With the increase of global money supply, the importance of attention will increasingly surpass fundamentals and cash flow. This road will only develop in one direction.

(责任编辑：现货金)

• ·缴纳的车辆保险车船税计入什么科目
• ·1k等于多少-1k等于多少摄氏度
• ·比特币为什么要挖矿
• ·10月31日博道明远混合A净值增长0.60%，近3个月累计上涨20.87%
• ·人人贷如何用信用卡充值？怎么绑卡？
• ·第二年7万轿车车损险要多少钱？
• ·OKX Ventures、The Open Platform与Folius Ventures 联合推出 Telegram Growth Hub，加速器总规模 1000 万美元
• ·10月31日平安策略优选1年持有混合A净值增长2.03%，近3个月累计上涨4.62%
• ·Zec价格
• ·10月31日益民优势安享混合A净值下跌0.02%，近1个月累计上涨1.84%
• ·ETH AI Meme 的反击！6 小时突破 4000 万的 $TEE 什么来头
• ·10月31日富国绝对收益多策略混合A净值下跌0.34%，今年来累计下跌5.69%
• ·人人贷第一次借款额度是多少？最高额度是多少啊？
• ·10月31日嘉实创新动力混合发起式A1净值增长0.02%，今年来累计上涨22.33%
• ·狗币论坛涨到多少
• ·meme币app最新版下载 meme币最新版最新官方公告