As a Thesis Driven fund, we have always paid attention to the development of the new field, and we continue to learn and grow in this field. We have summarized our recent thinking and sharing about Meme, mental assets and the UGA platform into a paper. We would like to offer some ideas and welcome everyone to communicate. The full text revolves around the following questions,
- Why has Meme become the most popular track in this cycle? How popular is it?
- What is the underlying logic of Meme?
- What are the angles from which VC can capture value?
- Why did Pump.Fun become the number one player on the UGA track, while Meme. Market, which appeared earlier, did not? What other potential opportunities are there?
- What are the common characteristics of the assets that have become popular this cycle, from inscription runes to Bonding Curve node sales?
Let’s Dive in:
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