Following yesterday's tweet, I would like to talk about the leading logic of investment:
The fire of Solana in the past two years, and even the rise of SOLeng, is inseparable from the rise of the leading ecological pump. You can sell Pump is a cancer, so that everyone can go from investment to speculation, and go through the previous meme half-year cycle in a few days, hours or even minutes. But you have to admit that it is indeed a huge innovation? And you have to admit that gambling is human nature, and very few people can overcome it.
Recently, the flow of Pump has dropped rapidly, and Bonk occupies more than 70% of Solana's meme share, and it is not a short-term occupation, but it has been maintained. This also means that the PUMP ecosystem has actually been replaced by the BONK ecosystem.
We can think that the position of the faucet of the pump has actually been subverted, and the faucet ecology has changed hands. In order to better explain the logic of the faucet, let me give an example.
For example, Wang Xiaoer and other car fronts often pick up the "garbage" on the pump, which used to be a good target, because the heat has passed, and there is no target to fall. The logic is that he may feel that no matter what, there will be a hot spot in a good target, because most of the funds for playing meme are in the pump ecosystem, and the funds will always rotate. But recently BONIK has subverted Pump, and it may be that these so-called good targets of Pump may never get up because the funds leave Pump.
This will lead to a result, and the big money will think, since the pump has no previous effect, then I should find another ecology to play. Will it look for bonk, some will, but many won't, why? Since the ecology of Pump has been subverted, Bonk is not the same, and it is even easier to subvert.
The subversion of the faucet generally accepted by everyone in the market means that the faucet ecology and even similar ecology are no longer safe and no longer have a wealth creation effect.
This is the same as politics, which is closest to people's hearts and minds, and is also very similar to investment psychology. If the boss of a unit or even a country is not clear and the position is unstable, people's hearts will change and the ecology will have problems.
Speaking of which, do you understand why Ethereum's memes are rising? Since Solana's meme wealth effect is not as certain as it used to be, then I will find a more certain place, where to go, ETH should be a more attractive place, and besides, ETH has this foundation in the first place.
And I think it's also a good thing for Solana's MEME ecosystem, everyone can finally slow down, find high-quality targets, and slowly build, such as targets like Degenai, including discovering more good assets in Solana.
A whale falls, and everything is born!
Everyone is welcome to exchange ideas and analyze the logic together.
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