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Murad Madhov 是一位企業家和投資者,他提出了一個獨特的理論:下一個表現最好的資產將是 Memecoins,一種加密貨幣
Deep Tide TechFlow
深潮 TechFlow
Guest: Murad Madhov
嘉賓:穆拉德·馬多夫
Podcast Source: Decypher Podcast
播客來源:Decypher 播客
Original Title: The Memecoin Supercycle Will Mint Billionaires - Murad | Ep 14, Murad | Memecoin
原標題:Memecoin 超級週期將創造億萬富翁 - Murad |第 14 集,穆拉德 |模因幣
Release Date: October 2, 2024
發布日期:2024 年 10 月 2 日
Murad Madhov, an entrepreneur and investor, proposes a unique theory: the next best-performing asset will be Memecoins, a type of cryptocurrency based on internet memes. He believes these assets will create millionaires, multi-millionaires, and even billionaires.
企業家兼投資者 Murad Madhov 提出了一個獨特的理論:下一個表現最好的資產將是迷因幣,一種基於網路迷因的加密貨幣。他相信這些資產將創造百萬富翁、千萬富翁,甚至億萬富翁。
Murad discussed the current state and future of altcoins. He mentioned that since 2016, his focus on cryptocurrencies has gradually shifted towards altcoins, trying to understand their essence. He pointed out that all altcoins listed on Binance are performing poorly, with almost all of them declining, with only two exceptions.
穆拉德討論了山寨幣的現狀和未來。他提到,自2016年以來,他對加密貨幣的關注逐漸轉向山寨幣,試圖了解其本質。他指出,幣安上上市的所有山寨幣都表現不佳,幾乎全部都在下跌,只有兩個例外。
Murad emphasized that the crypto industry is not a technology-driven industry but rather an asset production and speculation industry. He believes that building a community takes time, at least a year. The success of altcoins depends on whether they can make ordinary people wealthy. He also mentioned that the relationship between altcoins and crypto technology tokens is more adversarial than simply competitive.
Murad 強調,加密產業不是一個技術驅動的產業,而是一個資產生產和投機產業。他認為建立一個社區需要時間,至少需要一年的時間。山寨幣的成功取決於它能否讓普通人致富。他也提到,山寨幣和加密技術代幣之間的關係更具對抗性,而不僅僅是競爭性。
Murad further elaborated on his views about altcoins, believing they are not just products of popular culture but also symbols of community. He pointed out that the success of altcoins lies in how they evolve and adapt to market demands. He reviewed the development of the crypto industry, mentioning the first Oscar wave in 2014 and the ICO boom in 2017, which he believes drove the rise of altcoins.
Murad 進一步闡述了他對山寨幣的看法,認為山寨幣不僅是流行文化的產物,也是社區的象徵。他指出,山寨幣的成功在於它們如何發展並適應市場需求。他回顧了加密產業的發展,提到2014年的第一屆奧斯卡浪潮和2017年的ICO熱潮,他認為這推動了山寨幣的崛起。
He analyzed the current market changes, pointing out that many DeFi projects are listed at overvalued prices, making it difficult for ordinary investors to find truly promising projects. Murad emphasized that ordinary investors are gradually realizing that the token itself is the product, not the software. He believes that the current crypto industry is still primarily an asset production industry, with technology being a subsidiary.
他分析了當前的市場變化,指出許多 DeFi 項目的上市價格被高估,普通投資者很難找到真正有前景的項目。 Murad強調,一般投資人正在逐漸意識到代幣本身就是產品,而不是軟體。他認為,目前的加密產業仍以資產生產產業為主,技術為輔。
Murad further explored the rise of Memecoins, referring to it as the "post-software" phenomenon. He pointed out that the market has witnessed Memecoins like Doge, Pepe, and SafeMoon reaching astronomical market caps, proving that the value of these tokens does not rely on actual products. Murad believes this indicates that software or platforms have never been the core product of crypto projects.
Murad 進一步探討了 Memecoin 的興起,將其稱為「後軟體」現象。他指出,市場已經見證了 Doge、Pepe 和 SafeMoon 等 Memecoin 達到了天文數字的市值,證明這些代幣的價值並不依賴實際產品。 Murad 認為,這顯示軟體或平台從來都不是加密專案的核心產品。
He mentioned that many projects currently favored by venture capital, despite generating only $500 in daily revenue, are still trading at valuations of $7 billion, further demonstrating that their value is not based on cash flow but on "mimetic premium."
他提到,目前許多受到創投青睞的項目,儘管日收入僅500美元,但估值仍高達70億美元,進一步顯示它們的價值不是基於現金流,而是基於「模仿溢價」。
Murad proposed a controversial viewpoint: all altcoins are essentially Memecoins, just more complex versions. He explained that if a token is neither a store of value nor distributes income, then it is a Memecoin.
Murad 提出了一個有爭議的觀點:所有山寨幣本質上都是 Memecoin,只是更複雜的版本。他解釋說,如果代幣既不是價值儲存也不是分配收入,那麼它就是 Memecoin。
Murad emphasized that the real product is the community and the token, not the software itself. He believes this perspective can help people analyze the entire cryptocurrency universe from a new angle, rather than just focusing on Memecoins or tech projects. He mentioned that many project founders and venture capitalists claim they cannot distribute income due to regulatory reasons, but he believes this is often just a matter of their own interests.
Murad 強調,真正的產品是社群和代幣,而不是軟體本身。他認為這種觀點可以幫助人們從新的角度分析整個加密貨幣世界,而不僅僅是關注 Memecoin 或科技專案。他提到,許多專案創辦人和創投家聲稱,由於監管原因,他們無法分配收入,但他認為這往往只是他們自身利益的問題。
He warned that once income distribution begins, investment bankers will use Excel to estimate the fair value of the project, which may significantly be lower than the current market valuation. Therefore, Murad emphasized that any project without cash flow or income distribution can be considered a Memecoin, providing a new perspective for understanding the cryptocurrency market.
他警告說,一旦收入分配開始,投資銀行家將使用Excel來估算該項目的公允價值,該公允價值可能會大大低於當前的市場估值。因此,Murad 強調,任何沒有現金流量或收入分配的項目都可以被視為 Memecoin,為理解加密貨幣市場提供了新的視角。
In the conversation, the host mentioned that his father's interest in DeFi comes from its seemingly legitimate financial infrastructure, implying that DeFi brings some value proposition to the crypto industry.
談話中,主持人提到他父親對 DeFi 的興趣來自於其看似合法的金融基礎設施,暗示 DeFi 為加密產業帶來了一些價值主張。
Murad responded that while he believes Memecoins are the new wave, this does not mean that the influx of funds into the industry will decrease. His viewpoint is that the rise of Memecoins may attract more investors and capital into the crypto industry, which still has the potential for growth and innovation.
Murad 回應稱,雖然他認為 Memecoins 是新浪潮,但這並不意味著湧入該行業的資金將會減少。他的觀點是,Memecoins 的崛起可能會吸引更多投資者和資本進入加密行業,該行業仍然具有成長和創新的潛力。
Murad emphasized the impact of Memecoins on crypto technology tokens, arguing that they are not an attack on crypto technology but rather a "vampire attack" on crypto technology tokens. He pointed out that many DeFi projects can operate normally without tokens, such as Uniswap, indicating that the best products do not necessarily need tokens, and the best tokens do not necessarily need actual products.
Murad 強調了 Memecoins 對加密技術代幣的影響,認為它們不是對加密技術的攻擊,而是對加密技術代幣的「吸血鬼攻擊」。他指出,許多 DeFi 專案不需要代幣也能正常運行,例如 Uniswap,這說明最好的產品不一定需要代幣,最好的代幣也不一定需要實際產品。
Murad believes that ordinary investors are gradually realizing that all tokens, whether backed by technology or merely meme images, are essentially gambling tables in a casino. He mentioned that ordinary investors are starting to think about why they should bid for a gambling table that is already worth $10 billion instead of building a real community that allows ordinary people to become wealthy and achieve wealth growth. He believes that Memecoins are recreating the scenes of the ICO boom in 2016 and 2017, with the key being human motivation and demand.
Murad 認為,普通投資者逐漸意識到,所有代幣,無論是由技術支援還是僅僅是模因圖像支持,本質上都是賭場中的賭桌。他提到,一般投資人開始思考,為什麼要競標一張已經價值100億美元的賭桌,而不是建立一個真正的社區,讓普通人致富,實現財富成長。他認為,Memecoins正在重現2016年和2017年ICO熱潮的場景,關鍵在於人類的動機和需求。
Murad emphasized that a real community is a key factor
Murad 強調真正的社區是關鍵因素
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