# Meme币市场

Last Friday's ETF capital flow data is worth a close look. Both BTC and ETH experienced net outflows, with a single-day BTC outflow reaching $195 million, which indeed reflects institutions reducing risk amid macro uncertainties. But what's more interesting is the internal rotation of capital flows—XRP ETF accumulated inflows approaching $900 million, and altcoins like Solana are also seeing modest gains.
This is not a large-scale retreat but a selective positioning. Institutions are clearly re-pricing risk assets; while mainstream assets are under pressure, they are seeking alternative target

#Meme币市场 I recently saw analysts predicting the landscape of the encryption market in 2026, and I find it particularly interesting—Bitcoin is increasingly operating like a sovereign asset, while altcoins are showing clear differentiation.
The logic behind this is actually quite clear: Bitcoin is becoming the "digital gold" for institutional investors, with an increasing correlation with traditional financial assets and a significantly enhanced ability to resist risks. On the other hand, altcoins are more likely to be marginalized due to changes in liquidity patterns and optimization of market

#Meme币市场 The capital flow in the crypto world this week is really interesting; mainstream tokens are running away while alts are actually attracting funds. BTC and ETH saw a net outflow this week, but XRP and Solana are continuously bringing in money. Institutional investors are playing "target selection" here.
In simple terms, macro uncertainty has arrived, and people are starting to get smarter—not by completely withdrawing from the crypto market, but by shifting from mainstream tokens that are easily affected by macro factors to alternative assets with stronger momentum and clearer narrati

#Meme币市场 Looking at the craze for this round of Meme coins, what flashes in my mind are the scenes from 2017 and 2018. The $DOYR big pump on the BSC chain, and when the news about Binance employees insider issuing coins came out, I knew how this play would go – it's always the same script, just the stage is changing.
Ten years ago, we saw this pattern countless times. Projects with ecosystems and prospects were neglected, while those "that only launch contracts and do not build ecosystems," like $LAB, skyrocketed as soon as they were listed. The underlying logic has always been the same:

#Meme币市场 When I saw this set of data, I had some thoughts I wanted to share with everyone.
Recently, an interesting phenomenon has emerged in the cryptocurrency market: mainstream assets are under pressure, while some altcoins are attracting capital. Bitcoin ETFs experienced a net outflow of nearly $200 million in a single day, and Ethereum also weakened, but products like XRP and Solana are attracting institutional funds against the trend. At first glance, this seems enticing, but I advise everyone to stop and consider the logic behind it.
The actions of institutional investors in this wave

#Meme币市场 After watching He Yi's interview, I have to say an honest truth: the Meme coin market is currently an emotion harvesting machine, looking at emotions in the short term and value in the long term—this statement sounds simple, but very few retail investors can truly grasp this logic.
I have been in the crypto space for so many years, and I have seen too many people dazzled by the rise of Meme coins. The promises of "ten-thousand-fold divine coins" and "must-rise projects" are, to put it bluntly, just a game of probabilities—casting a wide net, there will always be a few that happen

#Meme币市场 Recently, I saw an interview with Binance's new CEO He Yi, and one point really struck me—she mentioned that she once said "Memecoins are not good," and later realized it was because she didn't understand them 😅 I give her full marks for honesty!
When it comes to the Meme coin market, what confuses me as a complete newbie the most is: how exactly can one determine whether a Meme coin has real value or is purely driven by emotional speculation? He Yi's perspective in the interview was very enlightening for me — looking at emotions in the short term, and value in the long

#Meme币市场 Recently, I saw a brother reflecting on how he wasted eight years in the encryption industry. The core complaint is: this is not about building a new financial system at all, but about operating a 24/7 casino. To be honest, it hit me a bit hard.
But on the contrary, the "casino" phenomenon he mentioned is actually completely different from our logic of profiting. Gambling is a zero-sum game; whoever wins loses. The essence of airdrop interaction is to obtain the initial allocation rights of the project—project parties need to cold start, requiring active addresses and interaction dat

#Meme币市场 Wow, this market is really causing a fear of missing out (FOMO) explosion 🚀 Bitcoin is firmly holding at the 90230 level, and once it breaks through, it will definitely surge towards 92680-94150. By then, ETH will also have to To da moon. But what excites me the most is on the altcoin side, $FIS, $REI, and $VOXEL, these three delisting coins have surprisingly started to pump again. It's truly an excellent opportunity for quick in-and-out trades, and those who followed the bottom wave are now enjoying it.
However, I have to be honest, I really can't touch $LAB, which is just

#Meme币市场 The clarification of CZ's control over Twitter is, to put it bluntly, a defense against the chaotic situation in the Meme coin market. Although the recent DOYR incident looks like a blunder—a $9.7 million bubble triggered by a typo from He Yi—the underlying issues it reflects are worth pondering: every move of a celebrity can cause a frenzy of capital inflow, which is both an opportunity and a trap for us copy traders.
Previously, the community questioned the overlap between the official Twitter and the issuance time of a certain Meme coin. Although Binance later responded with a