2024 年迷因產業分析：從病毒傳播到生態系搶灘

HTX 的全球投資部門 HTX Ventures 公佈了其最新研究，討論了今年加密貨幣最熱門的領域之一——模因幣。

HTX Ventures, the global investment division of HTX, has released its latest research report to discuss one of the hottest sectors in crypto this year, meme coins. It has always been a popular topic within the crypto community, but in 2024, some new trends have emerged to drive the meme coin craze to a new level. This report, titled 2024 Meme Sector Analysis: From Viral Spread to Ecosystem Beachhead, aims to probe into the current state and developmental characteristics of meme coins to explain how the paradigm has been changed, helping readers better understand the sector.

HTX 全球投資部門 HTX Ventures 發布了最新研究報告，討論了今年加密貨幣最熱門的領域之一——meme 幣。它一直是加密社群內的熱門話題，但在 2024 年，出現了一些新趨勢，將 meme 幣熱潮推向了新的水平。這份題為《2024 Meme 產業分析：從病毒傳播到生態搶灘》的報告旨在探討 Meme 幣的現狀和發展特徵，解釋範式的變化，幫助讀者更好地了解該行業。

The report begins by exploring the reasons why meme coins have the ability to spark such widespread enthusiasm. It notes that "the dissemination of internet memes is in many ways similar to the spread of infectious diseases." A meme relies on its users' sharing to rapidly propagate. Once it enters a popular social network, it has the potential to "infect" a large number of users, especially when it evokes strong emotional responses or contains elements that are easily imitated. Users with a significant following can substantially accelerate the dissemination of memes, much like the "superspreaders" of diseases.

該報告首先探討了迷因幣能夠激發如此廣泛熱情的原因。它指出，“互聯網模因的傳播在許多方面與傳染病的傳播相似。”模因依賴用戶的分享來快速傳播。一旦進入流行的社交網絡，它就有可能「感染」大量用戶，尤其是當它引起強烈的情緒反應或包含容易模仿的元素時。擁有大量追隨者的用戶可以大大加速迷因的傳播，就像疾病的「超級傳播者」一樣。

In the crypto world, we are witnessing a massive meme coin surge, which began in early 2024 and is still continuing. The report goes on to highlight the new characteristics of the meme coin sector in this cycle. One game-changing development is the emergence of meme coin launchpads, such as pump.fun and SunPump. These platforms streamline the creation and trading of meme coins while seamlessly integrating with major blockchains, thus attracting a large user base. The ability to offer unique selling propositions that combine cultural trends with technological innovations is key to the success of meme coin launchpads.

在加密世界中，我們正在目睹迷因幣的大規模激增，這種現象始於 2024 年初，並且仍在持續。該報告接著強調了本週期中模因幣行業的新特徵。一項改變遊戲規則的發展是迷因硬幣啟動板的出現，例如 Pump.fun 和 SunPump。這些平台簡化了模因幣的創建和交易，同時與主要區塊鏈無縫集成，從而吸引了大量用戶群。提供將文化趨勢與技術創新相結合的獨特銷售主張的能力是模因幣發射台成功的關鍵。

With the aid of these launchpads, meme coins have been performing well this year and capturing much of the market's attention. This leads to various market participants having "integrated liquidity with the meme coin ecosystem, using meme coins as pioneers to ignite and lead market enthusiasm, liquidity, and ecosystem development," which is another salient feature in this cycle, as the report points out.

在這些啟動平台的幫助下，迷因幣今年表現良好，吸引了市場的大部分注意力。報告指出，這導致各類市場參與者“將流動性與meme幣生態系統融為一體，以meme幣為先鋒，點燃並引領市場熱情、流動性和生態系統發展”，這是該週期的另一個顯著特徵。

The role meme coins play in ecosystem development can be interpreted in two ways. First, major public chains and projects are embracing meme coins to draw in funds, which can be later absorbed by the ecosystem's infrastructure. Second, with great ability to generate significant profits, meme coins are the perfect gateway for newcomers to enter the crypto space.

模因幣在生態系統發展中發揮的作用可以從兩個方面來解釋。首先，主要的公鍊和項目都在擁抱 meme 幣來吸引資金，這些資金隨後可以被生態系統的基礎設施吸收。其次，迷因幣具有產生巨額利潤的強大能力，是新手進入加密貨幣領域的完美門戶。

Using meme coins as a way to attract liquidity is now popular among various chains. Some notable examples include Linea's $FOXY, Base's $DEGEN, and Zora's $HIGH.

使用迷因幣作為吸引流動性的方式現在在各種連鎖店中很流行。一些著名的例子包括 Linea 的 $FOXY、Base 的 $DEGEN 和 Zora 的 $HIGH。

The new trends have shifted the landscape of the meme coin sector, and more types of meme projects have been created. As listed in the report, there are institutional investor-controlled coins, which are characterized by large reserves and rapid price hikes, headline-associated coins, which correspond to headlines involving the words and actions of high-profile figures like Elon Musk or Donald Trump, community coins, a more classic category that often features cats and dogs, celebrity coins, which are related to celebrities, and more.

新趨勢改變了模因幣行業的格局，並創建了更多類型的模因項目。正如報告中所列出的，有機構投資者控制的代幣，其特點是儲備量大、價格上漲快，也有與頭條相關的代幣，與涉及埃隆·馬斯克或唐納德·特朗普等知名人物的言行的頭條新聞相對應、社區幣（更經典的類別，通常以貓和狗為主題）、名人幣（與名人相關）等等。

Finally, the report discusses the outlook for the meme coin sector in the second half of 2024. With growing recognition and participation from various ecosystems in meme coins, a new consensus is being established that meme coins are not only an individual investors' thing, but also are expected to further influence ecosystem building and project development.

最後，報告討論了2024年下半年meme幣產業的展望。也將進一步影響生態系統建設和專案開發。

Meanwhile, as interest rates are likely to trend downward, a more relaxed macro environment may come soon. "Meme coins are poised for growth attributable to their small market caps, quick recognition, and low participation barriers," the report concludes.

同時，由於利率可能呈現下行趨勢，更寬鬆的宏觀環境可能很快就會到來。報告總結道：“Meme 幣因其市值小、識別速度快和參與門檻低而有望實現增長。”

To read the full report, please visit: https://htxventures.medium.com/2024-meme-sector-analysis-from-viral-spread-to-ecosystem-beachhead-8e754a0106a0

如欲閱讀完整報告，請造訪：https://htxventures.medium.com/2024-meme-sector-analysis-from-viral-spread-to-ecosystem-beachhead-8e754a0106a0