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Murad Madhov 是一位企业家和投资者,他提出了一个独特的理论:下一个表现最好的资产将是 Memecoins,一种加密货币
Deep Tide TechFlow
深潮 TechFlow
Guest: Murad Madhov
嘉宾:穆拉德·马多夫
Podcast Source: Decypher Podcast
播客来源:Decypher 播客
Original Title: The Memecoin Supercycle Will Mint Billionaires - Murad | Ep 14, Murad | Memecoin
原标题:Memecoin 超级周期将造就亿万富翁 - Murad |第 14 集,穆拉德 |模因币
Release Date: October 2, 2024
发布日期: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.
企业家兼投资者 Murad Madhov 提出了一个独特的理论:下一个表现最好的资产将是模因币,一种基于互联网模因的加密货币。他相信这些资产将创造百万富翁、千万富翁,甚至亿万富翁。
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.
穆拉德讨论了山寨币的现状和未来。他提到,自2016年以来,他对加密货币的关注点逐渐转向山寨币,试图了解其本质。他指出,币安上上市的所有山寨币都表现不佳,几乎全部都在下跌,只有两个例外。
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 强调,加密行业不是一个技术驱动的行业,而是一个资产生产和投机行业。他认为建立一个社区需要时间,至少需要一年的时间。山寨币的成功取决于它能否让普通人致富。他还提到,山寨币和加密技术代币之间的关系更具对抗性,而不仅仅是竞争性。
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 进一步阐述了他对山寨币的看法,认为山寨币不仅是流行文化的产物,也是社区的象征。他指出,山寨币的成功在于它们如何发展并适应市场需求。他回顾了加密行业的发展,提到2014年的第一届奥斯卡浪潮和2017年的ICO热潮,他认为这推动了山寨币的崛起。
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.
他分析了当前的市场变化,指出许多 DeFi 项目的上市价格被高估,普通投资者很难找到真正有前景的项目。 Murad强调,普通投资者正在逐渐认识到代币本身就是产品,而不是软件。他认为,目前的加密行业仍然以资产生产行业为主,技术为辅。
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 进一步探讨了 Memecoin 的兴起,将其称为“后软件”现象。他指出,市场已经见证了 Doge、Pepe 和 SafeMoon 等 Memecoin 达到了天文数字的市值,证明这些代币的价值并不依赖于实际产品。 Murad 认为,这表明软件或平台从来都不是加密项目的核心产品。
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,目前许多受到风险投资青睐的项目,尽管日收入仅500美元,但估值仍高达70亿美元,进一步表明它们的价值不是基于现金流,而是基于“模仿溢价”。
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 提出了一个有争议的观点:所有山寨币本质上都是 Memecoin,只是更复杂的版本。他解释说,如果代币既不是价值储存也不是分配收入,那么它就是 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 强调,真正的产品是社区和代币,而不是软件本身。他认为这种观点可以帮助人们从新的角度分析整个加密货币世界,而不仅仅是关注 Memecoin 或科技项目。他提到,许多项目创始人和风险投资家声称,由于监管原因,他们无法分配收入,但他认为这往往只是他们自身利益的问题。
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.
他警告说,一旦收入分配开始,投资银行家将使用Excel来估算该项目的公允价值,该公允价值可能会大大低于当前的市场估值。因此,Murad 强调,任何没有现金流或收入分配的项目都可以被视为 Memecoin,为理解加密货币市场提供了新的视角。
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.
谈话中,主持人提到他父亲对 DeFi 的兴趣来自于其看似合法的金融基础设施,暗示 DeFi 给加密行业带来了一些价值主张。
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 回应称,虽然他认为 Memecoins 是新浪潮,但这并不意味着涌入该行业的资金将会减少。他的观点是,Memecoins 的崛起可能会吸引更多投资者和资本进入加密行业,该行业仍然具有增长和创新的潜力。
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 强调了 Memecoins 对加密技术代币的影响,认为它们不是对加密技术的攻击,而是对加密技术代币的“吸血鬼攻击”。他指出,很多 DeFi 项目不需要代币也能正常运行,比如 Uniswap,这说明最好的产品不一定需要代币,最好的代币也不一定需要实际产品。
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 认为,普通投资者逐渐意识到,所有代币,无论是由技术支持还是仅仅是模因图像支持,本质上都是赌场中的赌桌。他提到,普通投资者开始思考,为什么要竞拍一张已经价值100亿美元的赌桌,而不是建立一个真正的社区,让普通人致富,实现财富增长。他认为,Memecoins正在重现2016年和2017年ICO热潮的场景,关键在于人类的动机和需求。
Murad emphasized that a real community is a key factor
Murad 强调真正的社区是关键因素
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