2024 年模因行业分析：从病毒传播到生态系统抢滩

HTX 的全球投资部门 HTX Ventures 公布了其最新研究，讨论了今年加密货币最热门的领域之一——模因币。

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 全球投资部门 HTX Ventures 发布了最新研究报告，讨论了今年加密货币最热门的领域之一——meme 币。它一直是加密社区内的热门话题，但在 2024 年，出现了一些新趋势，将 meme 币热潮推向了新的水平。这份题为《2024 Meme 行业分析：从病毒传播到生态抢滩》的报告旨在探讨 Meme 币的现状和发展特征，解释范式的变化，帮助读者更好地了解该行业。

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.

该报告首先探讨了模因币能够激发如此广泛热情的原因。它指出，“互联网模因的传播在很多方面与传染病的传播相似。”模因依赖于用户的分享来快速传播。一旦进入流行的社交网络，它就有可能“感染”大量用户，尤其是当它引起强烈的情绪反应或包含容易模仿的元素时。拥有大量追随者的用户可以大大加速模因的传播，就像疾病的“超级传播者”一样。

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，我们正在目睹模因币的大规模激增，这种现象始于 2024 年初，并且仍在持续。该报告接着强调了本周期中模因币行业的新特征。一项改变游戏规则的发展是模因硬币启动板的出现，例如 Pump.fun 和 SunPump。这些平台简化了模因币的创建和交易，同时与主要区块链无缝集成，从而吸引了大量用户群。提供将文化趋势与技术创新相结合的独特销售主张的能力是模因币发射台成功的关键。

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.

在这些启动平台的帮助下，模因币今年表现良好，吸引了市场的大部分注意力。报告指出，这导致各类市场参与者“将流动性与meme币生态系统融为一体，以meme币为先锋，点燃并引领市场热情、流动性和生态系统发展”，这是该周期的另一个显着特征。

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.

模因币在生态系统发展中发挥的作用可以从两个方面来解释。首先，主要的公链和项目都在拥抱 meme 币来吸引资金，这些资金随后可以被生态系统的基础设施吸收。其次，模因币具有产生巨额利润的强大能力，是新手进入加密货币领域的完美门户。

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.

使用模因币作为吸引流动性的方式现在在各种连锁店中很流行。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.

新趋势改变了模因币行业的格局，并且创建了更多类型的模因项目。正如报告中所列出的，有机构投资者控制的代币，其特点是储备量大、价格上涨快，也有与头条相关的代币，与涉及埃隆·马斯克或唐纳德·特朗普等知名人物的言行的头条新闻相对应、社区币（更经典的类别，通常以猫和狗为主题）、名人币（与名人相关）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.

最后，报告讨论了2024年下半年meme币行业的展望。随着各个生态系统对meme币的认可度和参与度不断提高，新的共识正在建立，meme币不仅仅是个人投资者的东西，预计还将进一步影响生态系统建设和项目开发。

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.

与此同时，由于利率可能呈下行趋势，更加宽松的宏观环境可能很快就会到来。报告总结道：“Meme 币因其市值小、识别速度快和参与门槛低而有望实现增长。”

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

要阅读完整报告，请访问：https://htxventures.medium.com/2024-meme-sector-analysis-from-viral-spread-to-ecosystem-beachhead-8e754a0106a0