The most dazzling market value in the past two days is the local dog Bome on the Sol chain. I rushed in very early. At that time, fdv was only 20 million US dollars. It has doubled many times now. I plan to continue Hold it and wait until the day you go to Dashi. Let’s talk about my views on it:
I understand that this bull market up to now is a divided bull. There are two stories: real money to buy BTC and BTC only; and who is the third child after ETH.
Needless to say, the first story is that BTC has reached new highs and everyone is convinced, but in fact, BTC-related funds will not really spill out. Can only bring bull market effect
Then let’s talk about the second story, who will be the third child? In fact, many old ETH L2 stories are currently very weak. Solana is currently leading the way. Other new coins like Tia and Metis are not without opportunities, but the level gap is still too big. Like many other oil traders, we can expect Solana to hit a new high this time and reach ETH 1/3 - 1/2 cap.
Next, let’s go back to memes. Since it’s a story about competing for the third place, I will deduce that the third place will most likely produce a meme with a market value of 10 billion. I once thought it was Bonk, it might be Wif, it might also be BOME, but It’s definitely worth looking forward to, Solana’s meme is definitely an area worth participating in
In fact, in addition to the wealth creation effect shown in the last bull market, this round of meme craze is also a means to resist the excessive intrusion of VC into crypto. The discussion of decentralization and anti-Matthew effect has returned in a new form, and everyone is dissatisfied with large-valued infrastructure projects. charm, and the imagination of infrastructure projects has been squeezed too much by VCs, and imagination has been lost.
Now that I’m back to BOME itself, I’m not interested in artistic narratives. What’s great about it is that the current Darkfarms1 landscape is large enough to understand meme as a player. The liquidity of 10mil dex lp is not much in the entire blockchain. Yes, short-sighted rug players can run as soon as the funds are raised, and there is no need to wait so long after liquidity. It’s still enough to cash out the pattern
Based on the above logic, I will continue to hold and increase my position in BOME until I flip some big meme tokens. Currently, I will benchmark Bonk and Wif.
