How professional investors cope with the meme token craze
Recently, meme tokens have once again become a hot topic in the cryptocurrency market. This episode invited three experienced investors to discuss their views on meme tokens and investment strategies.
Guest Introduction
- Stakeholder: Professional individual investor, on-chain studio manager
- Louie: Full-time on-chain investor
- Lawrence: Researcher at Mint Ventures
Understanding of meme
Three guests elaborated on their understanding of memes from different perspectives:
Louie believes that memes are "the monetization of attention and trends on the blockchain."
Stakeholder describes memes as "carriers of values and emotions," expressing viewpoints and feelings through the buying and selling of tokens.
Lawrence compared memes to something similar to

Crypto Assets traders' strategies and experience sharing
Early trader Sean, who entered the Crypto Assets industry, shared his investment strategies and experiences. Sean initially bought some Bitcoin in 2018, but only fully immersed himself in the industry when DeFi surged in 2020. He previously worked at a listed mining company, responsible for DeFi and Staking operations, before transitioning to a full-time trader.
Sean's investment strategy has evolved from conservative to aggressive and then to balanced. Currently, he employs a "barbell strategy": 90% of his funds are invested in conservative assets with high certainty, such as Bitcoin, while 10% is allocated to high-risk, high-reward investments like Meme coins. This strategy stems from his assessment of the current market environment: value coins are underperforming expectations, and the macro environment is unfavorable for value investing.
When looking for investment opportunities, Sean emphasized the need to focus on "assets that are not fully priced by the market". He gave examples such as

Many Crypto Assets companies are actively laying out their banking operations in the U.S., applying for national trust bank licenses to expand their services, and planning to launch card services. With the improvement of the government regulatory environment, industry confidence has strengthened, and the stablecoin regulatory bill is also under discussion, further pumping the distance between Crypto Assets and TradFi.

Crypto Assets Market Dynamics and Outlook
Market Observation
The renovation cost issue of the Federal Reserve headquarters has sparked a political storm, with Trump personally visiting the headquarters to pressure Chairman Powell and calling for interest rate cuts. Although Trump has temporarily shelved the idea of firing Powell, White House officials and Republican figures continue to attack Powell's credibility over this matter, attempting to influence interest rate policy. Analysts believe this is an unconventional public opinion campaign by Trump to promote interest rate cuts, while also possibly diverting public attention from other controversies.
However, the current financial environment in the United States has become extremely loose: the Chicago Fed's National Financial Conditions Index has hit a three-year low, major stock indices are constantly reaching new highs, the size of money market funds has reached $7.1 trillion, and household deposits remain high. This flood of liquidity has put the Federal Reserve in a dilemma - inflation is still above target and the job market is strong, but the government is demanding significant interest rate cuts citing high national debt issuance pressure, analysts are concerned that cutting rates at this time may exacerbate.

Solana is reshaping its ecosystem through the Alpenglow upgrade and the ICM roadmap, enhancing performance and transaction speed, and is committed to building a Decentralization AI infrastructure. Despite facing competition, Solana still possesses advantages in high performance, low cost, and a complete ecosystem in the AI field, making its future development worth looking forward to.

The development prospects of Decentralized Finance after the Ethereum London upgrade and the importance of social trading.
On the evening of August 5, 2021, Ethereum completed the London upgrade at block height 12,965,000, successfully implementing proposals such as EIP-1559, which introduced a new ETH burning mechanism. As of the morning of August 11, over 20,000 ETH had been burned, worth more than 60 million USD. The majority of the burn came from applications such as NFT trading platforms, DEX, games, and stablecoins, reflecting the large trading volume on Ethereum.
The prosperity of Ethereum also reflects the vigorous development of Decentralized Finance. The DeFi market is experiencing exponential growth, especially in business areas like decentralized exchanges. According to data, in the first quarter of 2021, there were nearly 1.7 million Ethereum DeFi users, a 50% increase from the beginning of the year. As crypto assets are gradually accepted by more investors, the number of users and the liquidity of funds in the DeFi market are expected to increase.

The cryptocurrency market in Southeast Asia is rapidly developing, but with increasing risks. Analysis shows that about 16.82% of the funds are related to the black and gray industries, and the liquidity of the funds is strong. To drop the risks, it is recommended to strengthen regulation, enhance user awareness of prevention, and promote technological innovation to build a secure encryption ecosystem.