Memecoins that can capitalize on deeper “culture” this cycle could be far more profitable than standard meme tokens based on animals and simple jokes, according to Mechanism Capital co-founder Andrew Kang. 

Mechanism Capital 聯合創始人 Andrew Kang 表示，在這個週期中，能夠利用更深層「文化」的模因幣可能比基於動物和簡單笑話的標準模因代幣利潤更高。

In an April 7 post to X, Kang said a new class of “culture coins” — memecoins centered around cultural values such as politics, brands, religion, and lifestyle — have the capacity to be far more “viral” than the popular memecoins of the last cycle such as Dogecoin (DOGE) or Shiba Inu (SHIB) coins 

在4 月7 日發布的X 貼文中，康表示，一類新型「文化幣」——以政治、品牌、宗教和生活方式等文化價值為中心的迷因幣——比流行的迷因幣更具「病毒性」。最後一個週期，例如狗狗幣（DOGE）或柴犬（SHIB）硬幣

“Communities with strong values and identities naturally try to convert others to their beliefs and publicly display what it is they love about their lifestyle. They are inherently viral.”

「具有強烈價值觀和身分的社區自然會試圖讓其他人皈依他們的信仰，並公開展示他們對生活方式的熱愛。它們本質上具有病毒性。”

“The ideologies of these communities can be purely about politics, religion, consumer goods, sport, way of life or can be a mixture of all,” added Kang.

「這些社區的意識形態可以純粹是政治、宗教、消費品、體育、生活方式，也可以是所有這些的混合，」康補充道。

Kang noted two specific Solana-based memecoins — Jeo Boden (BODEN) and Doland Tremp (TREMP) as recent examples of culture coins that grew rapidly out of communities harboring “anti-woke, anti-Biden, and right-wing views.”

Kang 指出了兩種基於Solana 的迷因幣——Jeo Boden (BODEN) 和Doland Tremp (TREMP)，它們是文化幣的最新例子，它們從懷有「反覺醒、反拜登和右翼觀點」的社區中迅速發展起來。

BODEN has grown massively since it’s launch on March 9, posting gains of well over 700,000% since inception. At time time of publication, Boden boasts a market capitalization of $473 million and stands as the 191st largest token by total value, per CoinGecko data.

BODEN 自 3 月 9 日推出以來已大幅成長，自成立以來漲幅遠超 70 萬%。根據 CoinGecko 的數據，截至發稿時，Boden 的市值為 4.73 億美元，以總價值計算，Boden 是第 191 大代幣。

The Donald Trump parody coin TREMP has also posted significant gains since its launch on Feb. 27 but didn’t gain as much traction as BODEN. It currently touts a market cap of $73 million, per Birdeye data.

模仿唐納德·川普的代幣 TREMP 自 2 月 27 日推出以來也取得了顯著的收益，但沒有像 BODEN 那樣獲得那麼多關注。根據 Birdeye 數據，該公司目前的市值為 7,300 萬美元。

Outside of politics, Kang suggested memecoins that draw their likeness from successful consumer brands — specifically naming ZYN and MOUTAI as his firm’s investments — could ride on the coattails of brands in a “circular economy” of gains.

在政治之外，康建議，從成功的消費品牌中汲取靈感的模因幣——特別將 ZYN 和茅台命名為他公司的投資——可以在「循環經濟」中藉助品牌的收益。

“Compared to animal coins, coins that represent consumer brands can have the additional advantage of leveraging the associated lifestyle of that brand for added virality,” Kang added.

「與動物硬幣相比，代表消費品牌的硬幣可以具有額外的優勢，可以利用該品牌的相關生活方式來增加病毒性，」康補充道。

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Overall, Kang suggested that the decision to invest in memecoins wasn’t too far from investing in regular assets that achieve outsized returns.

總體而言，康表示，投資迷因幣的決定與投資可實現超額回報的常規資產相差不遠。

“The assets that pump the hardest (stocks, real estate, metals, coins, etc) are simply assets that people can best believe in,” he said.

他表示：“最強勁的資產（股票、房地產、金屬、硬幣等）正是人們最信任的資產。”

However, crypto industry pundits remain divided on the impact of memecoins on the sector.

然而，加密行業專家對於模因幣對該行業的影響仍然存在分歧。

BitMEX co-founder Arthur Hayes says memecoins are a “net positive” for their respective blockchain networks while others say they’re a dangerous, speculative mess that betrays the founding principles of blockchain technology.

BitMEX 聯合創始人 Arthur Hayes 表示，memecoin 對各自的區塊鏈網路來說是“淨積極的”，而其他人則表示它們是一種危險的投機性混亂，背叛了區塊鏈技術的基本原則。

Regardless of their effect on the ecosystem, memecoins have established themselves as the most profitable sector within crypto for the first quarter of this year.

無論對生態系統的影響如何，迷因幣已成為今年第一季加密貨幣領域最賺錢的領域。

According to a market report from CoinGecko, the top 10 largest memecoins recorded an average gain of 1,312.6% for holders in Q1, 2024.

根據 CoinGecko 的市場報告，2024 年第一季度，前 10 名最大的 memecoin 持有者的平均收益為 1,312.6%。

“The memecoin narrative was 4.6 times more profitable than the next best-performing crypto narrative of tokenized real-world assets (RWA), and 33.3 times more profitable than the layer 2 narratives with the lowest returns in Q1 this year,” said CoinGecko analyst Lim Yu Qian.

CoinGecko 分析師表示：「memecoin 的獲利能力比排名第二的代幣化現實世界資產(RWA) 的加密貨幣獲利能力高出4.6 倍，比今年第一季回報率最低的Layer 2 獲利能力高出33.3倍。」林玉謙.

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