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随着 memecoin 超级周期的升温,Vantard 正在推出第一个 memecoin 指数基金,以帮助投资者利用预计的 1 万亿美元市值。
As the meme coin supercycle heats up, several investment funds are being launched to help investors capitalize on the predicted $1 trillion market cap.
随着迷因币超级周期的升温,多个投资基金正在推出,以帮助投资者利用预计的 1 万亿美元市值。
The meme coin supercycle is a term coined by Variant Fund founder Jesse Walden to describe the massive influx of retail investors into the crypto market in 2021. These investors are largely focused on meme coins, which are cryptocurrencies that are based on memes or other viral internet phenomena.
Meme 币超级周期是 Variant Fund 创始人 Jesse Walden 创造的术语,用于描述 2021 年散户投资者大量涌入加密货币市场。这些投资者主要关注 meme 币,这是基于 meme 或其他病毒式互联网的加密货币现象。
The meme coin supercycle has been driven by several factors, including the rising popularity of decentralized finance (DeFi), the launch of several new meme coins, and the bull market in cryptocurrencies. As a result of these factors, several meme coins have seen their prices increase by more than 1,000% this year.
模因币超级周期是由多种因素推动的,包括去中心化金融(DeFi)的日益普及、几种新模因币的推出以及加密货币的牛市。由于这些因素,一些 Meme 币的价格今年上涨了 1,000% 以上。
Some traders believe that the meme coin supercycle is a momentum game, while older investors see it as the final cycle behavior with a blow-off top of speculative behavior. However, others, like Murad, believe that the meme coin supercycle is a clear signal that markets are maturing.
一些交易员认为,模因币超级周期是一场动量游戏,而老投资者则将其视为投机行为的最终周期行为。然而,穆拉德等其他人认为,迷因币超级周期是市场正在成熟的明确信号。
Is the memecoin supercycle a meme? Does it matter? What happens if Murad is directionally correct? And, most importantly, where does Vantard’s memecoin index fund fit in?
模因币超级周期是模因吗?有关系吗?如果穆拉德的方向是正确的,会发生什么?而且,最重要的是,Vantard 的 memecoin 指数基金适合在哪里?
Following Murad’s keynote speech at Token2049, the FED’s bumper 50 basis point cut in September, and China’s constantly expanding stimulus package, meme coins are the zeitgeist. Nobody can ignore that meme coins’ YTD (year-to-date) performance has ruthlessly beaten every other crypto sector.
继 Murad 在 Token2049 上发表主题演讲、美联储 9 月份大幅降息 50 个基点以及中国不断扩大的经济刺激计划之后,迷因币成为了时代精神。没有人可以忽视 meme 币年初至今的表现已经无情地击败了所有其他加密货币领域。
The stage has been set for the memecoin supercycle, and Vantard is launching the first meme coin index fund, bringing the hands-off indices approach to the frontier of risk assets.
Memecoin 超级周期的舞台已经搭建完毕,Vantard 正在推出第一个 Meme 币指数基金,将不干涉指数方法带入风险资产的前沿。
The meme coin supercycle thesis
模因币超级循环论文
Murad brazenly forecasted the memecoin supercycle, expecting the sector to reach a $1 trillion market cap at the cycle peak next year—a giant leap from its current $58 billion market cap. Further abandonment of VC-backed tech alts and the more profound human need to feel connected will drive this explosive growth.
Murad 厚颜无耻地预测了 memecoin 超级周期,预计该行业明年的周期峰值将达到 1 万亿美元的市值,较目前 580 亿美元的市值实现了巨大飞跃。风投支持的科技替代品的进一步放弃以及人类对联系感的更深刻需求将推动这种爆炸性增长。
VC coins have performed notoriously badly this cycle, with all recent Binance listings down YTD. Markets are maturing, valuing altcoins—with inflated valuations, and all value capture occurring in private markets—more in line with equities. And the clinch: retail does not care about decentralized sequencers or data availability solutions. They want to make money.
风投币在本周期的表现非常糟糕,今年以来币安近期上市的所有产品均出现下跌。市场正在日趋成熟,对山寨币的估值——估值过高,所有价值获取都发生在私人市场——更符合股票。关键是:零售业并不关心去中心化排序器或数据可用性解决方案。他们想赚钱。
Retail-facing consumer apps this year have followed the dollar trail. The closest thing crypto has to a breakout app this cycle outside of prediction markets (primarily driven by speculation) is Moonshot, an app that lets users buy and sell memes with Apple Pay.
今年面向零售的消费者应用程序也追随了美元的脚步。在预测市场之外(主要由投机驱动),加密货币在本轮周期中最接近突破性应用程序的是 Moonshot,这是一款允许用户通过 Apple Pay 购买和销售模因的应用程序。
The path back to low rates has always preceded speculative bubbles, and the current macroeconomic environment paired with price data points to Murad being very directionally correct.
回归低利率的道路总是先于投机泡沫,当前的宏观经济环境与价格数据相结合表明穆拉德的方向非常正确。
Memecoins’ YTD performance
Memecoin 年初至今的表现
Price has always been the most important fundamental in crypto. Momentum leads the way in crypto, and the asset class trades reflexively. Parabolas occur most frequently in assets difficult to value, and this will be memecoin’s greatest strength heading forward. The numbers don’t lie, and new memecoins have been the clear winners of this cycle. WIF is up 1,644% YTD, and Popcat is up 16,218% YTD.
价格一直是加密货币最重要的基础。加密货币领域的动能引领潮流,资产类别的交易也是反射性的。抛物线最常出现在难以估值的资产中,这将是 memecoin 前进的最大优势。数字不会说谎,新的模因币显然是这一周期的赢家。 WIF 年初至今上涨 1,644%,Popcat 年初至今上涨 16,218%。
A more nuanced conversation is ongoing about the central flavor of this memecoin supercycle. Murad is betting everything on cults. Following his wallets being doxxed by ZachXBT, an interesting social contract has formed.
关于这个模因币超级周期的核心特征的更细致的讨论正在进行中。穆拉德将一切赌注押在邪教身上。在他的钱包被 ZachXBT 人肉搜索之后,一个有趣的社会契约就形成了。
Murad will be forced into holding until the pico top, as well as traders like mememillions, who believes cats will dominate. Regardless of the more niche trends, there is an overwhelming confluence of smart money and seasoned investors focusing on memecoins—this is where Vantard comes in.
穆拉德(Murad)将被迫持有股票,直到达到皮科顶峰,以及像 mememillions 这样相信猫将占据主导地位的交易者。不管更利基的趋势如何,聪明的资金和经验丰富的投资者都在关注模因币,这就是 Vantard 发挥作用的地方。
Vantard: Delivering the index experience
Vantard:提供索引体验
The largest critique of the meme coin supercycle for ordinary investors looking in is how difficult it is to pick winners. Pump.fun has already launched millions of tokens this cycle, and realistically, most investors cannot sit in front of their computers scanning Birdeye and Twitter all day for the next big cook. This is where Vantard comes in. Vantard makes it easy to ride the memecoin supercycle.
对于普通投资者来说,对迷因币超级周期最大的批评是挑选赢家是多么困难。 Pump.fun 在本周期中已经推出了数百万个代币,实际上,大多数投资者无法坐在电脑前整天浏览 Birdeye 和 Twitter 来寻找下一个大厨师。这就是 Vantard 的用武之地。Vantard 让人们能够轻松驾驭 memecoin 超级周期。
Vantard pioneers the Meme Index Fund (MIF). This periodically rebalanced portfolio unlocks all the upside with none of the mental overhead. VTARD holders will be able to trade in their tokens and redeem assets in the portfolio, ensuring they get all the juice out of the coming memecoin mania phase.
Vantard 是 Meme 指数基金 (MIF) 的先驱。这种定期重新平衡的投资组合释放了所有的好处,而且没有任何精神负担。 VTARD 持有者将能够交易他们的代币并赎回投资组合中的资产,确保他们从即将到来的模因币狂热阶段获得所有收益。
Indices revolutionized stock market investing and put ordinary investors on the fast track to building wealth with light-touch vehicles. Vantard brings this service to the frontiers of risk. And if Murad is directionally correct, this index is about to outperform every other index on the face of the earth.
指数彻底改变了股票市场投资,让普通投资者走上通过轻触工具积累财富的快车道。 Vantard 将这项服务带到了风险前沿。如果穆拉德的方向是正确的,那么该指数的表现将超过地球表面上的所有其他指数。
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