从模因硬币到社会货币发展

本文着重于模因硬币的兴起及其潜力和局限性。作者认为，尽管模因硬币是加密货币投机机制的独特载体

Author: LucaNetz, Pudgy Penguins NFT CEO

作者：Lucanetz，Pudgy Penguins NFT首席执行官

Compiled by: Rhythm Little Deep

编译者：节奏深度深

Editor’s Note: The article focuses on the rise of Meme coin and its potential and limitations. The author believes that although Meme coin is a unique carrier of cryptocurrency speculation mechanism, its development is limited by the lack of innovation, stagnation and pure reliance on hype. The article proposes that Meme coin should evolve into “social currency” to promote the development of the crypto industry. Social currency is the evolution of Meme coin. Its success depends on execution rather than luck, and may eventually lead to new changes in the crypto field.

编者注：本文着重于模因硬币的兴起及其潜力和局限性。作者认为，尽管模因硬币是加密货币投机机制的独特载体，但其发展受到缺乏创新，停滞和对炒作的纯粹依赖的限制。文章提出，模因硬币应该演变成“社会货币”，以促进加密行业的发展。社会货币是模因硬币的演变。它的成功取决于执行而不是运气，最终可能导致加密货币领域的新变化。

The past 18 months have been a rollercoaster for the cryptocurrency market, and amidst this chaos, we’ve witnessed the rise of meme coins. While meme coins are not new — in fact, they are one of the oldest forms of cryptocurrency — they have once again proven themselves to be the preferred vehicle for participating in cryptocurrency’s most unique mechanism: speculation.

在过去的18个月中，是加密货币市场的过山车，在这种混乱之中，我们目睹了模因硬币的兴起。尽管模因硬币并不是什么新鲜事物 - 实际上，它们是加密货币的最古老形式之一，但它们再次证明自己是参与加密货币最独特的机制的首选工具：猜测。

Despite their pure, almost artistic nature, meme coins have a dark side. No, the problem isn’t with insiders or a small group — this is a problem that plagues the entire cryptocurrency space. The real problem, in my opinion, is a lack of effort, a failure to grasp the timing, and people’s complacency about building meme coins. Maybe I’m naive, but I refuse to accept that meme coins will stop here — at least I hope not.

尽管模因硬币纯粹，几乎是艺术性的，但却有黑暗的一面。不，问题不是内部人或小组 - 这是困扰整个加密货币空间的问题。在我看来，真正的问题是缺乏努力，无法掌握时机以及人们对建立模因硬币的自满情绪。也许我很天真，但我拒绝接受模因硬币会停在这里 - 至少我希望不要。

I’m a big believer that the Trojan Horse for crypto adoption is intellectual property (IP), as it builds credibility in areas where the trust ladder is lacking, and meme coins, like NFTs, are a form of IP. Meme coins have a huge opportunity to advance the crypto industry by getting into the minds of everyday people. However, instead of pushing the boundaries of what crypto-native characters could do, they’ve become stagnant, unoriginal, and mediocre on their way to transcendence. I’m concerned that they’ll do more harm than good if the status quo is maintained. For this category to thrive, meme coins must evolve, and I firmly believe that evolution is to become social currencies — tokens that will move beyond lazy pumps and dumps into scalable, memorable, and beloved IP.

我非常相信加密采用的特洛伊木马是知识产权（IP），因为它在缺乏信任阶梯的领域建立了信誉，而模因硬币（如NFTS）是IP的一种形式。模因硬币有一个巨大的机会，可以通过进入日常人们的思想来推进加密货币行业。但是，他们没有推动加密本地角色可以做的事情的界限，而是在超越途中变得停滞不前，非原始和平庸。我担心，如果保持现状，他们会造成的弊大于利。为了使这一类别蓬勃发展，模因硬币必须发展，我坚信进化就是成为社会货币 - 将其超越懒惰的泵和转储到可扩展，令人难忘和备受喜爱的IP的代币。

My argument is not to replace meme coins with social currencies, but to add a final stage to their growth roadmap. Meme coins must graduate from meaningless images on the chain to productive and perceptive social currencies that can drive the development of the crypto industry. I believe that existing tokens fall into this category. This article will explore the current status of meme coins, why successful projects should evolve into social currencies, and the impact of social currencies on the crypto space.

我的论点是不是用社会货币代替模因硬币，而是为他们的成长路线图增加了最后阶段。模因硬币必须从链上毫无意义的图像毕业到可以推动加密行业发展的富有成效和敏锐的社会货币。我相信现有的令牌属于这一类别。本文将探讨模因硬币的当前状态，为什么成功的项目应演变为社会货币以及社会货币对加密货币空间的影响。

First of all, what is social currency?

首先，什么是社会货币？

Social currencies are tokenized assets that represent value within a specific community and are often used to incentivize participation, reward contributions, and enhance brand or community loyalty. They operate similarly to traditional currencies, but their value is derived from social interactions, reputation, and influence.

社会货币是代表特定社区中价值的令牌资产，通常用于激励参与，奖励贡献并提高品牌或社区忠诚度。它们的运作与传统货币类似，但其价值来自社会互动，声誉和影响力。

In layman's terms, social currency is meme coin with fundamentals - it is progressive, sentient, and focused on cultivating communities that can continuously create viral effects rather than extracting value from short-term hype.

用外行的话来说，社会货币是具有基本原理的模因硬币 - 它是进步的，有意识的，并且专注于培养可以不断产生病毒效应而不是从短期炒作中提取价值的社区。

Meme Coin vs Social Currency

模因硬币与社会货币

Meme coins don’t create virality — they monetize it, draining the hype until it fades. Social currencies are sentient, actively promoting their IP through multiple mediums, partnerships, and integrations, continually generating virality.

模因硬币不会产生病毒性 - 它们将其货币化，排出炒作，直到它逐渐消失。社会货币是有意识的，通过多种媒介，合作伙伴关系和集成积极促进其IP，不断产生病毒。

Typical life cycle of a Meme coin:

模因硬币的典型生命周期：

Creativity → Token issuance → Community cultivation → Community embraces narrative → Narrative dies → Community dies

创造力→代币发行→社区培养→社区拥抱叙事→叙事死亡→社区死亡

The life cycle of social currency:

社会货币的生命周期：

Creativity → Token issuance → Community cultivation → Community advocacy narrative → Brand creation → Brand expansion → Ecosystem construction → Globally adopted and recognized currency

创造力→代币发行→社区培养→社区倡导叙事→品牌创造→品牌扩展→生态系统构建→全球采用和公认的货币

In my opinion, all social currencies are initially meme coins, but as potential energy accumulates, they must evolve into social currencies. The following figure accurately shows this process.

我认为，所有社会货币最初都是模因硬币，但是随着潜在能源的积累，它们必须发展为社会货币。下图准确地显示了此过程。

I love this picture because it shows that social currency is not a replacement for meme coins, but an evolution of them. To me, social currency is meme coins backed by real value. Anyone can issue meme coins, but only the best can inject real value into them.

我喜欢这张照片，因为它表明社会货币不是替代模因硬币，而是它们的演变。对我来说，社会货币是以实际价值支持的模因硬币。任何人都可以发出模因硬币，但只有最好的才能将实际价值注入其中。

If you believe that liquid crypto assets will be primarily a retail asset class, then you believe in meme coins and their success. If you believe that institutional capital will eventually flow into altcoins, then you have to expect fundamentals to dominate. Social currencies have the best of both worlds - they have the retail appeal of meme coins, but they are interesting enough to attract institutional participation. In my opinion, social currencies combine the best of meme coins and utility tokens.

如果您认为流动加密资产主要是零售资产类别，那么您相信模因硬币及其成功。如果您认为机构资本最终会流向山寨币，那么您必须期望基本面占主导地位。社会货币在两全其美都拥有最好的 - 它们具有模因硬币的零售吸引力，但它们足够有趣，可以吸引机构参与。我认为，社会货币将模因硬币和公用事业令牌结合在一起。

When analyzing the flaws of meme coins, it is clear that they could have much more potential, but we have allowed social consensus to convince us that “meme coins should not do anything, and have always been this way.”

在分析模因硬币的缺陷时，很明显，它们可能具有更大的潜力，但是我们允许社会共识说服我们“模因硬币不应该做任何事情，并且总是这样。”