Meme 代币与 2 月份的市场情绪类似，ETF 推出且购买推动了看涨预期

X 上的加密货币帖子显示出积极的情绪和内容扩展。人们的注意力让人回想起二月份的情绪，当时 ETF 的叙述导致了今年的最高反弹。

Crypto posting on X showed positive sentiment and content expansion. The mindshare brought to mind the mood in February, when the ETF narrative led to the year’s peak rally. This time, the main narrative was the latest wave of meme tokens, including older assets that were accelerating after months of trading.

X 上的加密货币帖子显示出积极的情绪和内容扩展。这种观念让人想起二月份的情绪，当时 ETF 的叙述导致了今年的最高反弹。这一次，主要叙述的是最新一波模因代币，包括经过数月交易后加速增长的旧资产。

The main driver behind the sentiment was the new meme season, driven by activity on Solana and a handful of existing blue-chip tokens. The rush to buy the low-priced assets in hopes of 100X gains or more was helping the entire crypto market. Meme tokens were considered aligned with Bitcoin (BTC), with traders looking for community-driven assets, and not those launched by cabals.

这种情绪背后的主要驱动力是新的 meme 季节，由 Solana 和一些现有蓝筹代币的活动推动。人们急于购买低价资产以期获得 100 倍或更多的收益，这对整个加密货币市场都有帮助。 Meme 代币被认为与比特币（BTC）一致，交易者寻找社区驱动的资产，而不是阴谋集团推出的资产。

CT sentiment reaching February levels.

CT 情绪达到 2 月份水平。

Back then? Bitcoin ETF success.

那时？比特币 ETF 的成功。

Now? Meme season. pic.twitter.com/ppJB05XqVX

现在？模因季节。 pic.twitter.com/ppJB05XqVX

— Kaito AI 🌊 (@_kaitoai) October 25, 2024

— Kaito AI 🌊 (@_kaitoai) 2024 年 10 月 25 日

In the last quarter of 2024, new meme tokens were all the rage. This time, the promotion came from a small shortlist of top influencers, instead of a paid selection of KOLs. Only a few X accounts had the biggest mindshare and were able to cause token rallies with a single tweet.

2024 年最后一个季度，新的 meme 代币风靡一时。这一次，促销活动是由一小部分顶级影响者入围，而不是付费挑选的 KOL。只有少数 X 账户拥有最大的关注度，并且能够通过一条推文引发代币反弹。

The top meme token influencers in this crypto cycle included Murad Mahmudov, Ansem, Him, and Dragos. Murad had the biggest mindshare, with the other three sharing the remaining influence equally.

在这个加密周期中，模因代币的顶级影响者包括 Murad Mahmudov、Ansem、Him 和 Dragos。穆拉德拥有最大的影响力，其他三人平分剩余的影响力。

The current selection of X accounts focused on a small list, mixing a few established tokens with big exchange listings, and one or two hot cult tokens. Some tokens were used for active trading and flipping, while others were bought up in the hope of becoming the next cult with dedicated holders that would delay taking profits.

当前 X 账户的选择集中在一个小列表上，将一些已建立的代币与大型交易所列表混合在一起，以及一两个热门的邪教代币。一些代币被用于活跃交易和炒作，而另一些代币则被购买，希望成为下一个拥有专门持有者的邪教，从而延迟获利了结。

Another player entered the influencer game – the expanding X account of Truth Terminal. Just about a week ago, the bot trained on Internet lore had only around 74K followers. Since then, the account was up to 204K followers.

另一位玩家进入了影响者游戏——真理终端的扩展X账户。就在大约一周前，这个接受互联网知识训练的机器人只有大约 7.4 万粉丝。从那时起，该帐户的关注者已达 20.4 万。

Briefly, Truth Terminal even flipped Murad’s mindshare, pumping its own selection of memes. The only reason Truth Terminal was not a full influencer was its penchant for tweeting random musings.

简而言之，“真相终端”甚至颠覆了穆拉德的思维份额，推出了自己选择的模因。真相终端并不是一个完全有影响力的唯一原因是它喜欢在推特上发布随机的想法。

Truth Terminal also became a tool for third parties, who competed in the replies to make the bot mention a specific word. Often, the word would be used to create a new batch of meme tokens. Those tokens would rally very fast, then crash, but still retain some of their initial liquidity, with the hope for future rallies. SCOOP, one such recently created token, appreciated by 2,000% in minutes. The advantage of AI meme tokens was they were built very quickly and adopted by traders in the trenches, with no time for cabals to control the supply.

真相终端也成为第三方的工具，第三方在回复中竞争，让机器人提及特定的单词。通常，这个词会被用来创建一批新的模因标记。这些代币会快速反弹，然后崩盘，但仍保留部分初始流动性，并有望在未来反弹。 SCOOP 是最近创建的一种代币，几分钟内就升值了 2,000%。 AI meme 代币的优势在于它们的构建速度非常快，并被战壕里的交易者采用，没有时间让阴谋集团控制供应。

Kaito AI also pointed out the last couple of weeks brought the AI agent season, where new bot accounts were spawning in place of KOLs and other social media engagement hooks.

Kaito AI 还指出，过去几周迎来了人工智能代理季节，新的机器人账户不断涌现，取代了 KOL 和其他社交媒体参与挂钩。

Google searches for ‘meme token’ and ‘meme tokens’ had a small uptick this week, with a much more notable trend on YouTube searches.

本周，谷歌对“meme token”和“meme tokens”的搜索量略有上升，YouTube 搜索的趋势更为明显。

Meme tokens outperformed at the end of the year

Meme 代币在年底表现优于大市

The meme token trend was still reflected on both Solana and Pump.fun. The meme token launch platform set up a daily record, with more than 36K tokens deployed on October 24. Solana also marked peak fees and bribes, as buyers scrambled to acquire new assets and trade the hottest tokens.

模因代币趋势仍然反映在 Solana 和 Pump.fun 上。 Meme 代币发行平台创下了单日记录，10 月 24 日部署了超过 36,000 个代币。Solana 还创下了费用和贿赂的高峰，因为买家争先恐后地收购新资产并交易最热门的代币。

Memes were also the most dramatically outperforming class of digital tokens, gaining thousands of percent in a few months. Based on Murad Mahmudov’s list, 14 out of 20 top-performing assets in 2024 were memes. Memes often broke out of the pack, and the most recent gainers included POPCAT and MEW. The meme token market established its value at $57B, of which DOGE was valued at above $19B.

Meme 也是表现最出色的一类数字代币，在几个月内上涨了数千%。根据 Murad Mahmudov 的清单，2024 年表现最好的 20 个资产中有 14 个是模因。 Meme 经常脱颖而出，最近的赢家包括 POPCAT 和 MEW。 Meme 代币市场的价值确定为 $57B，其中 DOGE 的价值超过 $19B。

Crypto traders were also boosting volumes for newly launched tokens, as even the ones with a low market capitalization saw peak DEX volumes, boosting Solana’s earnings.

加密货币交易商也增加了新推出的代币的交易量，因为即使是那些市值较低的代币，DEX 交易量也达到了峰值，从而提振了 Solana 的收益。

Binance was also getting more involved into the meme token frenzy, though cautiously listing a small selection of tokens on its perpetual futures market. The latest additions were GOAT and MOODENG, two of the more recent memes with a cult following.

币安也更多地参与了 meme 代币的狂热，尽管在其永续期货市场上谨慎地列出了一小部分代币。最新添加的内容是 GOAT 和 MOODENG，这两个最近出现的迷因拥有狂热的追随者。