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 联合创始人安德鲁·康 (Andrew Kang) 表示，在这个周期中，能够利用更深层次“文化”的模因币可能比基于动物和简单笑话的标准模因代币利润更高。

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 日发布的 X 帖子中，康表示，一类新型“文化币”——以政治、品牌、宗教和生活方式等文化价值观为中心的模因币——比流行的模因币更具“病毒性”。最后一个周期，例如狗狗币（DOGE）或柴犬（SHIB）硬币

“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.”

“具有强烈价值观和身份的社区自然会试图让其他人皈依他们的信仰，并公开展示他们对生活方式的热爱。它们本质上具有病毒性。”

“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.

“这些社区的意识形态可以纯粹是政治、宗教、消费品、体育、生活方式，也可以是所有这些的混合，”康补充道。

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 指出了两种基于 Solana 的模因币——Jeo Boden (BODEN) 和 Doland Tremp (TREMP)，它们是文化币的最新例子，它们从怀有“反觉醒、反拜登和右翼观点”的社区中迅速发展起来。

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 日推出以来已实现大幅增长，自成立以来涨幅远超 700,000%。根据 CoinGecko 的数据，截至发稿时，Boden 的市值为 4.73 亿美元，按总价值计算，Boden 是第 191 大代币。

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.

模仿唐纳德·特朗普的代币 TREMP 自 2 月 27 日推出以来也取得了显着的收益，但没有像 BODEN 那样获得那么多关注。根据 Birdeye 数据，该公司目前的市值为 7300 万美元。

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，康建议，从成功的消费品牌中汲取灵感的模因币——特别将 ZYN 和茅台命名为他公司的投资——可以在“循环经济”中借助品牌的收益。

“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.

“与动物硬币相比，代表消费品牌的硬币可以具有额外的优势，可以利用该品牌的相关生活方式来增加病毒性，”康补充道。

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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.

总体而言，康表示，投资模因币的决定与投资可实现超额回报的常规资产相差不远。

“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：“最强劲的资产（股票、房地产、金属、硬币等）正是人们最信任的资产。”

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

然而，加密行业专家对于模因币对该行业的影响仍然存在分歧。

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 联合创始人 Arthur Hayes 表示，memecoin 对于各自的区块链网络来说是“净积极的”，而其他人则表示它们是一种危险的投机性混乱，背叛了区块链技术的基本原则。

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.

无论对生态系统的影响如何，模因币已成为今年第一季度加密货币领域最赚钱的领域。

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.

根据 CoinGecko 的市场报告，2024 年第一季度，前 10 名最大的 memecoin 持有者的平均收益为 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 分析师表示：“memecoin 的盈利能力比排名第二的代币化现实世界资产 (RWA) 的加密货币盈利能力高出 4.6 倍，比今年第一季度回报率最低的 Layer 2 盈利能力高出 33.3 倍。”林玉谦.

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