Famous cryptocurrency bull Andrew Kang announced which altcoins Mechanism Capital, of which he is the co-founder, is focusing and investing in 2024.
著名加密货币大牛Andrew Kang公布了其联合创始人机制资本2024年重点投资的山寨币。
At this point, Andrew Kang, sharing from his X account, stated that the crypto fund Mechanism Capital, which he founded, is turning to Donald Trump-centered tokens and NFTs.
此时,Andrew Kang 在他的 X 账户上分享称,他创立的加密货币基金 Mechanism Capital 正在转向以唐纳德·特朗普为中心的代币和 NFT。
At this point, Kang said they think Donald Trump's media profile as the US presidential election approaches will likely push these meme coins higher, regardless of whether he wins or not.
在这一点上,康表示,他们认为随着美国总统大选的临近,唐纳德·特朗普的媒体形象可能会推高这些模因币,无论他是否获胜。
Ethereum (ETH), Solana (SOL), and many Donald Trump-themed tokens across various networks have surged as much as 100% in the past 24 hours after Mechanism Capital said these tokens were among its 2024 positions.
在 Mechanism Capital 表示其 2024 年头寸中包括以太坊 (ETH)、Solana (SOL) 和许多以唐纳德·特朗普为主题的代币后,过去 24 小时内,这些代币在各个网络上的涨幅高达 100%。
Co-founder Andrew Kang said in his X post:
联合创始人 Andrew Kang 在他的 X 帖子中表示:
“Mechanism Capital took its first new positions of 2024.
“机制资本2024年首次新持仓。
These new positions center around Trump and include Trump-related meme coins and NFTs.
这些新职位以特朗普为中心,包括与特朗普相关的 meme 币和 NFT。
Mem tokens are all about the attention economy, and Trump is probably one of the best attention monopolists in the world.
Mem 代币都是关于注意力经济的,而特朗普可能是世界上最好的注意力垄断者之一。
The US primaries have just started and state/territorial elections are now happening every week or two until the summer, so he is CONSTANTLY in the news cycle.
美国初选刚刚开始,州/地区选举现在每隔一两周就会进行一次,直到夏天,所以他一直出现在新闻周期中。
And of course, there are general elections after this.
当然,此后还有大选。
The primary focus of these investments is not just about whether Trump will win.
这些投资的主要焦点不仅仅是特朗普是否会获胜。
Polls show he's very likely to win, but that's not the point.
民意调查显示他很有可能获胜,但这不是重点。
“The main focus is that Trump will always be in the headlines everywhere during the election cycle and people will be talking about Trump all the time.”
“主要焦点是,在选举周期中,特朗普将始终成为各地的头条新闻,人们将一直在谈论特朗普。”
Finally, pointing out that there are risks in all mem tokens, Andrew Kang argued that the mem token named TRUMP could rival the popular mem tokens Dogecoin and Shiba Inu:
最后,Andrew Kang 指出所有 mem 代币都存在风险,他认为名为 TRUMP 的 mem 代币可以与流行的 mem 代币 Dogecoin 和 Shiba Inu 相媲美:
“It is worth noting that the main risk with Trump-themed meme tokens is that Trump himself will divest all of his TRUMP tokens.
“值得注意的是,以特朗普为主题的模因代币的主要风险是特朗普本人将剥离他的所有特朗普代币。
This could destroy the TRUMP token immediately or go the DOGE /SHIB route.
这可能会立即销毁 TRUMP 代币或走 DOGE /SHIB 路线。
At this point, TRUMP may be the first meme token I have seen that I believe could rival DOGE and SHIB.”
在这一点上,特朗普可能是我看到的第一个模因代币,我相信它可以与 DOGE 和 SHIB 相媲美。”
Mechanism Capital has accumulated its first new positions of 2024. These new positions center around Trump and include Trump related meme coins and NFTs. Prolific usage of Trump sticker packs to start immediately.
机制资本已经积累了2024年的首批新仓位。这些新仓位以特朗普为中心,包括特朗普相关的meme币和NFT。立即开始大量使用特朗普贴纸包。
Basic Thesis
基础论文
Meme coins are all about the attention economy and… pic.twitter.com/AXLPMmBs4u
Meme 币都是关于注意力经济的…… pic.twitter.com/AXLPmBs4u
— Andrew Kang (@Rewkang) February 5, 2024
— 安德鲁·康 (@Rewkang) 2024 年 2 月 5 日
*This is not investment advice.
*这不是投资建议。
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