伊隆馬斯克迷因硬幣效應：推文如何塑造市場

過去幾年，Meme 幣鞏固了其作為現代金融市場生態系統中另類投資資產的地位。

Meme coins have become a hot topic in the crypto world, with some traders making huge profits by riding the wave of hype. But what exactly are meme coins, and how do they work?

Meme幣已經成為加密世界的熱門話題，一些交易者透過炒作的浪潮賺取了巨額利潤。但模因幣到底是什麼？

In the realm of cryptocurrencies, a new asset class has emerged, fueled by the internet's boundless humor and the antics of key figures like Tesla's founder. This phenomenon has given rise to a category of digital assets that are largely defined by their memetic nature, with some traders using notifications and trading bots to capitalize on the subtle hints dropped by Elon Musk.

在加密貨幣領域，在互聯網無限的幽默和特斯拉創始人等關鍵人物的滑稽動作的推動下，一種新的資產類別已經出現。這種現象催生了一類數位資產，這些資產在很大程度上是由其模因性質定義的，一些交易者使用通知和交易機器人來利用埃隆·馬斯克(Elon Musk)留下的微妙暗示。

These meme coins, despite having little to no intrinsic value, have managed to garner billions of dollars in market capitalization, thanks in part to the joking references made by Musk. A prime example of this synergy is the LADYS meme coin, which soared to a market cap of almost 300 million at one point. This occurred after Elon tweeted an image from the Milady's NFT collection, subtly hinting at the meme coin.

儘管這些迷因幣幾乎沒有內在價值，但它們成功獲得了數十億美元的市值，這在一定程度上要歸功於馬斯克的開玩笑。這種協同作用的一個典型例子是 LADYS meme 幣，其市值一度飆升至近 3 億。這是在 Elon 在推特上發布了一張 Milady 的 NFT 系列圖片之後發生的，巧妙地暗示了模因幣。

As a further illustration of this amusing trend, another meme coin, Kekius Maximus, soared by over 4800% in price and market cap, which jumped from a mere $20 million to $380 million in a single day. This happened after Elon changed his X (formerly twitter) name to Kekius Maximus. A trader who bought in early with only $66 managed to flip this small investment into a whooping 3 million.

作為這一有趣趨勢的進一步例證，另一種 meme 代幣 Kekius Maximus 的價格和市值飆升了 4800% 以上，一天之內從僅 2000 萬美元躍升至 3.8 億美元。這發生在埃隆將他的 X（以前的 Twitter）名字改為 Kekius Maximus 之後。一位交易員早期只用 66 美元買入，成功地將這筆小額投資變成了驚人的 300 萬美元。

This amusing scenario, where a large number of retail investors eagerly await Elon's ‘signals,’ is ultimately the reason why “affiliated” meme coins usually end up with more capital chasing them compared to the rest. More importantly, the growing interest in this asset class and embracement by prominent figures is proving to be a strong force in shaping the internet culture beyond memes and jokes to financial assets that will be part of tomorrow's digital investing norms.

這種有趣的場景，大量散戶投資者熱切地等待埃隆的“信號”，這最終是為什麼“附屬”模因幣通常最終會比其他幣更多的資本追逐它們的原因。更重要的是，人們對這個資產類別日益增長的興趣以及知名人士的擁護，被證明是塑造網路文化的強大力量，超越迷因和笑話，成為未來數位投資規範一部分的金融資產。

“No one understands how significant it becomes in the cultural zeitgeist. So many large investors view it as, ‘this is stupid and all these retail investors are going to lose all their money,’ but I think it has the ability to inform culture,” shared NYU undergraduate and meme coin investor Aulden Borthwick in a conversation with the New York Post.

「沒有人理解它在文化時代精神中的重要性。許多大型投資者認為，’這很愚蠢，所有這些散戶投資者都會損失所有的錢’，但我認為它有能力傳播文化，」紐約大學本科生和 meme 幣投資者 Aulden Borthwick 在一次對話中分享道與紐約郵報。

According to a report by Coingecko, meme coins ranked as the second best performing narrative of 2024, with an average return of 2185%, while the AI narrative carried the day with an average return of 2940%. What's particularly intriguing about these metrics is that meme coins outperformed other crypto sectors, including DePIN, Layer 1, Gamefi, NFTs and DeFi which are considered to be more fundamentally attractive.

根據 Coingecko 的報告，meme 幣以 2185% 的平均回報率位居 2024 年表現第二佳的敘事幣，而 AI 敘事幣則以 2940% 的平均回報率奪得第一。這些指標特別有趣的是，meme 幣的表現優於其他加密貨幣領域，包括 DePIN、Layer 1、Gamefi、NFT 和 DeFi，這些領域被認為更具基本吸引力。

This crypto sector is also set to see more new meme coins springing up in 2025, thanks to the ease of launching with blockchains like Solana introducing Pump.fun. At the same time, Hyperliquid, a more nascent blockchain ecosystem, has also featured a seamless tool for launching called Hypurr Fun.

由於像 Solana 引入 Pump.fun 這樣的區塊鏈可以輕鬆啟動，這個加密領域也將在 2025 年看到更多新的 meme 代幣湧現。同時，新興的區塊鏈生態系統 Hyperliquid 也推出了名為 Hypurr Fun 的無縫啟動工具。