2025 New Year's big show Meme enters the room

BTC took 17 years from an experimental product of encryption geeks to the pinnacle of politics, while Meme achieved it in less than one cycle. In 1823, then US President Monroe announced the Monroe Doctrine, which aimed to exclude European powers from interfering and intended to dominate America. Two hundred years later, Trump completed a spiritual return with the Donroe Doctrine, whose policy aims at internal tax cuts and external expansion. Both require the sustainable expansion of US debt and the dual spiral mechanism of the US dollar in terms of finance.

Trump’s answer is to support any currency that can generate wealth, from BTC to MEME, and to give the green light to any solution that can solve the budget deficit. From World Liberty Financial (WLFI)'s million-dollar threshold club to today’s sweeping $Trump Meme coin targeting retail investors, he has completed a tactical encirclement of all holders.

Skilled in managing oneself, but clumsy in managing the country

For Trump, the focus is on lifting the federal debt ceiling to support external expansion and large-scale tax cuts domestically;

In private, Trump needs to complete the transformation to the political establishment, and the transformation of the family’s financial resources is imperative. This is a neglected area for many people. Trump has now “turned to virtual” and is no longer the tycoon who likes to engage in physical industries such as real estate and casinos, but a financial capitalist who relies on media groups and the stock market.

And under the American characteristics, trying new financing methods such as DeFi and Meme is unexpected but reasonable. After Trump posted Meme, $Trump also became the token with the fastest market value breakthrough of 10 billion US dollars in history, and the holding address quickly exceeded 100,000.

Trump has also officially broken the unwritten rules. Other presidents usually monetize their influence through speeches and other means after leaving office, while he monetizes his influence through preheating the traffic before taking office.

After the pebble is thrown, the ripples will gradually expand. In summary, there are three main impacts on Crypto:

Solana is highly likely to become the ‘third chain’ and gain recognition both within and beyond the crypto community, in addition to Bitcoin and Ethereum. The Trump effect of endorsement is unparalleled;

MEME will achieve mainstream asset status and officially establish recognition second only to DeFi tokens within the Crypto community. No one can consider it a joke or useless thing.

The compliance of DeFi will accelerate to become a reality. This has become a basic certainty as Trump frequently mentions blockchain projects. If it is not compliant, the Trump-Republican political structure will make it a reality.

Trump’s governing style was basically determined in his first term, that is, to ensure the prosperity of the financial market at all costs, even using the stock market as a barometer for his governance. As stocks such as Nvidia and Tesla hit new highs, the possibility of the encryption market becoming the second stock market exists. The existing token prices will face a ‘Bitcoinization’. The value you think is not important, what Trump thinks is important.

Welcome to Meme Cycle

In 2021, the configuration of Musk and Doge was widely regarded as deviant, even when Doge climbed to the ATH high, but the door for Meme to change the world has opened, and a “digital tulip” has survived for more than 2 and a half years.

From the representative figure of the fintech field, Musk’s opening, to the political leaders’ entry into the game, the peculiar value of Meme cannot be judged by any valuation system. In contrast, DeFi tokens need to be anchored in basic value, and users and trading volume are the most fundamental market value foundation. However, no matter what, you cannot build a pricing system for Meme. How much is human emotion worth? Pump.Fun is completely baffled.

Observing the basic data of $Trump, retail investors are an absolute force, which does not mean that they dominate the price, but they are really participating. In terms of token distribution, the top 10% of addresses occupy 85.83% of the holdings, while the majority of retail investors hold less than 15% of the tokens, which is even more concentrated than the 2:8 rule

Image description: $Trump Token trading data

Source of the picture: solscan.io. In terms of transfer and transaction data, $10, $100, and $1000 are the most concentrated groups, which are the most typical retail investors in a bull market. In the intense PVP among retail investors, it has quickly become a token with a market value of 2 billion and a holding of 300,000 people.

I can’t help but sigh. The inauguration fund that Trump collected from billionaires’ donations was actually used to give benefits to his family. He really…I’m so sad.

In the cyclical cycle of 2023-2024, people have experienced various concepts such as inscriptions, AI, AI + Meme, or DeFAI. However, Meme has already demonstrated its unique value, the best expression of top emotions. If the value of celebrity tokens is not supported, it means the name is not famous enough.

The long-term value of Solana

The fate of MEME is the forced injection of Musk + Trump, so there is no doubt about the long-term value of Solana. In the future of Firedancer, Solana 2.0 will become the answer to standalone chain + high performance. With the strong rise of Hyperliquid, the market confirms that it cares about performance rather than decentralization.

With the daily trading volume of Solana DEX surpassing that of the Ethereum ecosystem, the boost brought by MEME will also become stronger and stronger. The only problem is that MEME is everything in Solana, and it is strong in areas outside of DeFi. With Hyperliquid gradually becoming independent, the future DEX trading is very likely to be divided between Solana and Ethereum in the spot market, and Hyperliquid dominates the market of derivatives.

In terms of $Trump trading volume, Meteora, Raydium, and Orca dominate the market, with Meteora occupying the majority market share. Similar to Solana, it is a DEX product that has grown strong after the collapse of FTX. Although Meme is short-lived, the Solana ecosystem is resilient enough.

Compliance system led by me

Compliance has been a worn-out term, but Trump’s personal involvement has given compliance a new interpretation. Instead of asking what I need to do to satisfy the SEC, it is likely to become what I do to become the SEC’s standard. If the SEC’s level is not enough, it can even become law.

From now on, the issuance of Meme will no longer be “non-compliant”, but will become “how to comply”, and this completely deviates from the traditional financial market’s asset issuance method, which will undoubtedly truly impact the existing financial order. The previous large-scale capital was just testing the waters, and small-scale activities will not attract widespread participation. However, now that the upward trend is taking effect, the trading volume of Meme and the entire encryption currency has opened up the realm of imagination.

In short, a new era will come, but no one will know if it is good or bad, if a large amount of funds do not need to pour in, it will only create breathtaking skywalkers.

Conclusion

The big show of the beginning of 2025 has already begun, and no one would have expected Zhou Shouzhi to be invited to attend the preview of Trump’s inauguration, plus the hot launch of the token with the same name. This world is ultimately becoming more and more topsy-turvy.

Chinese and American netizens are reconciling on Xiaohongshu while PVP on Solana. It can only be said that the world is equally indifferent.