Meme 币市场概况和 TGE 周期反映在美国大选中

在加密货币世界中，代币生成事件是项目创建代币并将其分发给早期支持者的关键时刻

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.

在加密货币领域，代币生成事件（TGE）标志着项目创建代币并将其分发给早期支持者、投资者或公众的关键时刻。这些事件通常发生在代币在加密货币交易所上市之前。

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.

在即将推出的 TGE 之前，项目经常会提供投机性的未来价值以换取早期买入。然而，大多数投资者都意识到现实可能更难以预测。

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.

美国大选与代币预售密切相关，候选人的承诺类似于换取早期支持的预计代币价值。选民根据候选人对未来潜力的感知做出承诺，就像投资者支持预期未来收益的代币一样。

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.

与加密货币项目类似，候选人以选民支持的形式激发兴奋并筹集实际和象征性资金，同时对当选后将实现的目标做出宏伟承诺。

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.

特朗普和哈里斯的策略不仅类似于典型的代币发行，还类似于模因币预售，旨在通过承诺以政策和改革的形式获得巨额回报，从而最大限度地提高选民的支持度。

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.

正如模因币投资者受到炒作和快速回报承诺的影响一样，选民往往会被那些做出的承诺所吸引，这些候选人的承诺听起来像是一夜成名的捷径，但当这些承诺落空时，往往会让支持者失望。

Meme market overview

模因市场概览

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.

截至撰写本文时，Meme 币的总市值已达到 753 亿美元。狗狗币（Dogecoin）以 202.6 亿美元的市值领先，其次是柴犬（Shiba Inu），市值为 104.4 亿美元，PEPE 为 40.8 亿美元。根据 Coinranking 数据，在目前上市的 7,623 个模因币中，有 54% 今年上涨，凸显了人们对这些有趣的数字资产的持续热情。

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.

研究追踪基于 Meme 的领先加密货币表现的 Meme 币指数显示，该指数在 2024 年 3 月中旬左右出现了 233.12% 的年初至今峰值增长，且全年持续波动。

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.

在飙升之后，市场面临急剧调整，特别是在六月和七月，然后在最后一个季度趋于稳定。最新数据显示，年初至今涨幅高达 118.99%，这表明 meme 币保留了投资者的巨大兴趣。然而，该指数的年化波动率超过100%，反映出meme币行业的高度投机性质，基本面分析几乎无关紧要。

Harris surges ahead in fundraising as crypto billionaires pick sides

随着加密货币亿万富翁选边站队，哈里斯在筹款方面大幅领先

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，副总统卡马拉·哈里斯 (Kamala Harris) 扩大了对唐纳德·特朗普 (Donald Trump) 的筹款领先优势。据报道，自 2023 年 1 月以来，她的竞选团队筹集了 9.972 亿美元，而特朗普的竞选资金为 3.88 亿美元。仅10月上半月，哈里斯就筹集了9720万美元，远远超过特朗普的1620万美元。加利福尼亚州对哈里斯的贡献尤其强劲，贡献了超过 1.31 亿美元，其次是纽约和马萨诸塞州。

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

与此同时，特朗普最大的支持来自弗吉尼亚州，以及加利福尼亚州和德克萨斯州，捐款超过 3900 万美元，反映了他的地区资金实力。

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.

几位支持加密货币的亿万富翁也在即将到来的选举中表明了立场。 Gemini 的创始人文克莱沃斯双胞胎向特朗普捐赠了 1010 万美元，主要源于他们反对拜登政府的加密货币政策。相比之下，Ripple 联合创始人 Chris Larsen 支持 Harris，承诺捐赠价值 1000 万美元的 XRP。蒂姆·德雷珀 (Tim Draper) 将捐款分给两位候选人，而埃隆·马斯克 (Elon Musk) 则向支持特朗普的政治行动委员会 (PAC) 捐赠了 7500 万美元。

Trump and Harris’ meme-inspired strategies

特朗普和哈里斯的模因策略

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.

正如代币预售在很大程度上依赖于在代币发行前引起轰动来吸引投资者一样，特朗普和哈里斯也通过大胆的、通常是民粹主义的承诺来激发兴奋并赢得选民动力。

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.’

此前曾将比特币视为“骗局”和“即将发生的灾难”的特朗普宣布，如果他赢得 11 月的大选，他将“立即任命比特币和加密货币总统顾问委员会”，并建立“国家比特币储备” .'特朗普显然认识到加密行业内巨大的选民潜力，经历了大马士革的转变——态度的完全逆转——现在他以如此热情地拥抱加密，并承诺让美国成为“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.

与此同时，哈里斯在承诺“鼓励人工智能和数字资产等创新技术”后，利用社交和进步炒作，类似于新的模因硬币吸引利基社区的方式。最近的一个例子是她的“黑人机会议程”倡议，其中她提倡针对黑人投资者的支持加密货币政策，并指出其中 20% 目前拥有或曾经拥有加密货币资产。

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，怀疑论者已经开始质疑美国黑人对数字资产的兴趣是否像看上去那么强烈，他们认为哈里斯关于加密货币作为经济赋权工具的叙述可能被夸大了。根据莫莉怀特的分析