Meme 幣市場概況和 TGE 週期反映在美國大選中

在加密貨幣世界中，代幣生成事件是專案創建代幣並將其分發給早期支持者的關鍵時刻

In the realm of cryptocurrency, Token Generation Events (TGEs) mark pivotal moments where projects create and distribute their tokens to early supporters, investors, or the general public. These events often precede the listing of the tokens on cryptocurrency exchanges.

在加密貨幣領域，代幣生成事件（TGE）標誌著專案創建代幣並將其分發給早期支持者、投資者或公眾的關鍵時刻。這些事件通常發生在代幣在加密貨幣交易所上市之前。

Prior to their upcoming TGEs, projects frequently offer speculative future value in exchange for early buy-in. However, most investors are aware that the reality can be much less predictable.

在即將推出的 TGE 之前，該項目經常會提供投機性的未來價值以換取早期買入。然而，大多數投資者都意識到現實可能更難以預測。

The U.S. election race closely mirrors token presales, where candidates’ promises resemble projected coin values exchanged for early support. Voters commit based on a candidate’s perceived future potential, just as investors back tokens anticipating future gains.

美國大選與代幣預售密切相關，候選人的承諾類似於換取早期支持的預期代幣價值。選民根據候選人對未來潛力的感知做出承諾，就像投資者支持預期未來收益的代幣一樣。

Candidates, similar to crypto projects, build excitement and raise both actual and symbolic funds in the form of voter support, all while making grand promises about what they will deliver if elected.

與加密貨幣項目類似，候選人以選民支持的形式激發興奮並籌集實際和象徵性資金，同時對當選後將實現的目標做出宏偉承諾。

Trump and Harris’ strategies resemble not just typical token launches but meme coin presales, aiming to maximize voter buy-in with promises of massive returns in the form of policies and reforms.

川普和哈里斯的策略不僅類似於典型的代幣發行，還類似於迷因幣預售，旨在透過承諾以政策和改革的形式獲得巨額回報，從而最大限度地提高選民的支持度。

Just as meme coin investors are swayed by hype and quick-return promises, voters are often attracted to candidates who make promises that sound like shortcuts to overnight success but frequently leave supporters disillusioned when those promises fall short.

正如模因幣投資者受到炒作和快速回報承諾的影響一樣，選民往往會被那些做出的承諾所吸引，這些候選人的承諾聽起來像是一夜成名的捷徑，但當這些承諾落空時，往往會讓支持者失望。

Meme market overview

模因市場概覽

As of this writing, the total market capitalization of meme coins has reached $75.3 billion. Dogecoin leads with a market cap of $20.26 billion, followed by Shiba Inu with $10.44 billion and PEPE at $4.08 billion. According to Coinranking data, out of 7,623 meme coins currently listed, 54% are gainers this year, highlighting the ongoing enthusiasm around these playful digital assets.

截至撰寫本文時，Meme 幣的總市值已達 753 億美元。狗狗幣（Dogecoin）以 202.6 億美元的市值領先，其次是柴犬（Shiba Inu），市值為 104.4 億美元，PEPE 為 40.8 億美元。根據 Coinranking 數據，在目前上市的 7,623 個迷因幣中，有 54% 今年上漲，凸顯了人們對這些有趣的數位資產的持續熱情。

Looking into the meme coin index, which tracks the performance of leading meme-based cryptocurrencies, it shows a 233.12% peak year-to-date growth around mid-March 2024, with sustained volatility throughout the year.

研究追蹤基於 Meme 的領先加密貨幣表現的 Meme 幣指數顯示，該指數在 2024 年 3 月中旬左右出現了 233.12% 的年初至今峰值增長，且全年持續波動。

After the surge, the market faced sharp corrections, particularly through June and July, before stabilizing toward the final quarter. The latest reading shows an impressive 118.99% increase YTD, suggesting meme coins have retained significant investor interest. However, with an annualized volatility rate exceeding 100%, the index reflects the highly speculative nature of the meme coin sector, where fundamental analysis is almost irrelevant.

在飆升之後，市場面臨急劇調整，特別是在六月和七月，然後在最後一個季度趨於穩定。最新數據顯示，年初至今漲幅高達 118.99%，顯示 Meme 幣保留了投資者的巨大興趣。然而，該指數的年化波動率超過100%，反映出meme幣產業的高度投機性質，基本面分析幾乎無關緊要。

Harris surges ahead in fundraising as crypto billionaires pick sides

隨著加密貨幣億萬富翁選邊站隊，哈里斯在籌款方面大幅領先

As of October 2024, Vice President Kamala Harris has widened her fundraising lead over Donald Trump. Her campaign reported raising $997.2 million since January 2023, compared to Trump’s $388 million. In the first half of October alone, Harris raised $97.2 million, far surpassing Trump’s $16.2 million. Contributions to Harris have been particularly strong from California, which contributed over $131 million, followed by New York and Massachusetts.

截至 2024 年 10 月，副總統卡馬拉·哈里斯 (Kamala Harris) 擴大了對唐納德·特朗普 (Donald Trump) 的籌款領先優勢。據報道，自 2023 年 1 月以來，她的競選團隊籌集了 9.972 億美元，而川普的競選資金為 3.88 億美元。光是10月上半月，哈里斯就募集了9,720萬美元，遠遠超過川普的1,620萬美元。加州對哈里斯的貢獻尤其強勁，貢獻了超過 1.31 億美元，其次是紐約和麻薩諸塞州。

Meanwhile, Trump’s largest support came from Virginia, contributing over $39 million, along with California and Texas, reflecting his regional funding strengths.

同時，川普最大的支持來自維吉尼亞州，以及加州和德州，捐款超過 3,900 萬美元，反映了他的地區資金實力。

Several pro-crypto billionaires have also taken sides in the upcoming election. The Winklevoss twins, founders of Gemini, donated $10.1 million to Trump, stemming mostly from their opposition to the Biden administration’s crypto policies. In contrast, Ripple co-founder Chris Larsen endorsed Harris, pledging $10 million worth of XRP. Tim Draper split his donations between both candidates, while Elon Musk donated $75 million to a pro-Trump PAC.

幾位支持加密貨幣的億萬富翁也在即將到來的選舉中表明了立場。 Gemini 的創辦人文克萊沃斯雙胞胎向川普捐贈了 1,010 萬美元，主要源自於他們反對拜登政府的加密貨幣政策。相較之下，Ripple 聯合創始人 Chris Larsen 支持 Harris，承諾捐贈價值 1,000 萬美元的 XRP。提姆‧德雷珀 (Tim Draper) 將捐款分給兩位候選人，而馬斯克 (Elon Musk) 則向支持川普的政治行動委員會 (PAC) 捐贈了 7,500 萬美元。

Trump and Harris’ meme-inspired strategies

川普和哈里斯的迷因策略

Just as token presales rely heavily on generating buzz before the token launch to attract investors, Trump and Harris build excitement and gain voter momentum through bold, often populist, promises.

正如代幣預售在很大程度上依賴在代幣發行前引起轟動來吸引投資者一樣，川普和哈里斯也透過大膽的、通常是民粹主義的承諾來激發興奮並贏得選民動力。

Trump, who had previously dismissed Bitcoin as a ‘scam‘ and a ‘disaster waiting to happen,’ announced that, if he wins November’s election, he would ‘immediately appoint a Bitcoin and crypto presidential advisory council‘ and establish a ‘national Bitcoin stockpile.’ Apparently recognizing the significant voter potential within the crypto industry, Trump has experienced a Damascene conversion—a complete reversal in attitude—now embracing crypto with such enthusiasm that he has promised to make the U.S. the ‘crypto capital of the planet.’

此前曾將比特幣視為“騙局”和“即將發生的災難”的川普宣布，如果他贏得11 月的大選，他將“立即任命比特幣和加密貨幣總統顧問委員會”，並建立“國家比特幣儲備” .'川普顯然認識到加密產業內巨大的選民潛力，經歷了大馬士革的轉變——態度的完全逆轉——現在他以如此熱情地擁抱加密，並承諾讓美國成為「地球的加密之都」。

Harris, meanwhile, after pledging to “encourage innovative technologies like AI and digital assets,” taps into social and progressive hype, similar to how new meme coins attract niche communities. A recent example is her ‘Opportunity Agenda for Black Men‘ initiative, where she advocated pro-crypto policies targeting Black investors, noting that 20% of them currently own or have owned cryptocurrency assets.

與此同時，哈里斯在承諾「鼓勵人工智慧和數位資產等創新技術」後，利用社交和進步炒作，類似於新的迷因硬幣吸引利基社群的方式。最近的一個例子是她的「黑人機會議程」倡議，其中她提倡針對黑人投資者的支持加密貨幣政策，並指出其中 20% 目前擁有或曾經擁有加密貨幣資產。

Yet, skeptics have begun questioning whether Black Americans’ interest in digital assets is as strong as it seems, arguing that much of Harris’s narrative around crypto as a tool for economic empowerment may be overstated. According to Molly White’s analysis of

然而，懷疑論者已經開始質疑美國黑人對數位資產的興趣是否像看上去那麼強烈，他們認為哈里斯關於加密貨幣作為經濟賦權工具的敘述可能被誇大了。根據莫莉懷特的分析