如果把过去两年的 Meme 市场拆开看,你会发现一个残酷现实:纯情绪驱动的 Meme 已经到头了。
接下来能活下来的,一定是结构化、有现金流、有资产支撑的新物种。
这也是我重点关注 @bitdealernet 的原因 ,一个把 Meme 变成可定价的计算资产的项目,而且它背后的数据很难忽视:
1⃣Bitdealer 作为 iGaming 基础设施,本身已经覆盖 400 万+ 独立玩家,而不是未来可能会来。是有原生收入流做支撑。
2⃣官方已确认直接集成:Jupiter / Axiom / Photon 等协议。意味着上线即拥有交易深度,无需等待市场做市。这是 Solana 上很少见的直接开盘可交易 Meme Launchpad。
3⃣三轮价格结构透明:
Seed:$0.07
战略:$0.035(本轮)
IEO:$0.035(11月27日)
战略轮与 IEO 同价,这种不给老鼠仓的公平模型,在Meme领域堪称清流。
4⃣Bitdealer 本质上更像是 Meme × RWA × 流动性引擎 × DePIN 收益模型:
实际游戏收入 = 基础价值支撑;
通缩设计 = 持续代币回流;
交易终端集成 = 持久深度;
这是第一次一个 Meme 从发行开始就是带现金流资产。
应该很少在 Meme 身上看到这么完整的结构。这不是投不投的问题,而是 结构已经摆在这里,它会成为 Solana 下一批资金风口的锚点。
如果 Meme 下一阶段是价值化,Bitdealer 很可能是那个最早抵达终点的。
$BIT #Bitdealer @bitdealernet
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