Meme is swallowing the world, the future of mental assets and UGA
Why has Meme become the hottest track of this cycle? Why has Pump.Fun become the number one in the UGA track, while the earlier Meme. Market did not? What common characteristics do assets from inscription runes to Bonding Curve node sales share?As a Thesis Driven fund, we have been focusing on the development of emerging tracks and continuously learning and growing in this field. We have summarized our recent thoughts and sharing on Meme, mental assets, and the UGA platform into this article, hoping to spark discussions and welcome everyone to engage. The full text revolves around the following questions:
Why has Meme become the hottest track in this cycle? To what extent has it become popular?
What is the underlying logic of Meme?
What are the perspectives from which VCs capture value?
Why has Pump.Fun become the number one in the UGA track, while the earlier Meme.Market did not? What other potential opportunities exist?
What common characteristics do the assets that have gained popularity in this cycle, from inscription runes to Bonding Curve node sales, share?
Let’s Dive in:
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