发布: 2024/05/15 12:33 阅读: 654
The recent surge in unofficial GameStop memecoins, alongside the rise in GameStop's (GME) share price, has left crypto traders unimpressed. This spike in activity comes amid a generally sluggish market, with many investors looking for any sign of hope.
最近非官方 GameStop memecoin 的激增,以及 GameStop (GME) 股价的上涨,让加密货币交易者无动于衷。市场活动激增之际,市场普遍低迷,许多投资者都在寻找希望的迹象。
Several traders have weighed in on the phenomenon, indicating that this excitement may be more about boredom and misplaced capital than genuine market confidence.
一些交易员对这一现象进行了权衡,表明这种兴奋可能更多是因为无聊和资金错位,而不是真正的市场信心。
The Solana-based memecoin GameStop (GME), which has no official ties to the company, saw an astounding 2,727% increase in the last two days. This coincided with GameStop's stock price rising by 204.50%, according to Google Finance data.
总部位于 Solana 的 memecoin GameStop (GME) 与该公司没有正式关系,在过去两天里增长了 2,727%,令人震惊。根据谷歌财经数据,与此同时,GameStop 的股价上涨了 204.50%。
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Source: CoinMarketCap
资料来源:CoinMarketCap
This dramatic uptick followed a post by Keith Gill, known as Roaring Kitty, on his X account on May 12. Gill, a famous GameStop stock trader, had been absent from social media since June 2021 but returned with a cryptic meme, signaling his comeback.
这一戏剧性的上涨是在 5 月 12 日基思·吉尔(又名“Roaring Kitty”)在他的 X 账户上发布的帖子之后出现的。吉尔是一位著名的 GameStop 股票交易员,自 2021 年 6 月以来一直缺席社交媒体,但带着一个神秘的表情包回来了,标志着他的回归。
Memecoins Riding the GameStop Wave
Memecoin 乘着 GameStop 浪潮
Roaring Kitty's return sparked a frenzy among traders, yet this enthusiasm seems more about chasing short-term gains than a belief in the market's overall strength.
《Roaring Kitty》的回归引发了交易者的狂热,但这种热情似乎更多的是为了追逐短期收益,而不是对市场整体实力的信心。
Among the top 100 cryptocurrencies, only PEPE and Floki showed significant gains, rising by 35.73% and 11.27%, respectively. In contrast, Dogecoin (DOGE) and Shiba Inu (SHIB) experienced brief spikes but have since retraced by 1.76% and 1.39%.
前100名加密货币中,只有PEPE和Floki涨幅较大,分别上涨35.73%和11.27%。相比之下,狗狗币 (DOGE) 和柴犬 (SHIB) 经历了短暂的上涨,但随后回撤了 1.76% 和 1.39%。
This pattern suggests traders are more interested in specific narratives rather than the broader market. As the market remains quiet, investors are overreacting to events like the GameStop surge.
这种模式表明交易者对特定的叙述而不是更广泛的市场更感兴趣。由于市场依然平静,投资者对 GameStop 飙升等事件反应过度。
This sentiment was echoed by Ed Hindi, Tyr Capital's chief investment officer, who noted that the excitement around GameStop memecoins highlights the presence of unallocated capital.
Tyr Capital 首席投资官 Ed Hindi 也认同这种观点,他指出围绕 GameStop memecoin 的兴奋凸显了未分配资本的存在。
Meanwhile, the overall market sentiment has declined over the past 30 days, with the Fear and Greed Index dropping by about 10 points to a "Greed" score of 64 as of May 15. This decline reflects the broader uncertainty and lack of a clear narrative driving the market.
与此同时,过去 30 天整体市场情绪有所下降,截至 5 月 15 日,恐惧和贪婪指数下降了约 10 点,“贪婪”得分为 64。这种下降反映了更广泛的不确定性和缺乏明确的叙述带动市场。
Daan Crypto Trades, a pseudonymous crypto trader, believes the GameStop price surge reassured crypto traders that related memecoins might follow suit.
匿名加密货币交易商 Daan Crypto Trades 认为,GameStop 价格飙升让加密货币交易商放心,相关模因币可能会效仿。
According to Daan, people often create narratives to explain price movements, and the memory of the 2021 GameStop saga still influences many traders.
Daan 表示,人们经常编造故事来解释价格走势,2021 年 GameStop 传奇的记忆仍然影响着许多交易者。
The Need for a New Crypto Narrative
需要新的加密叙事
While some believe the market needs a new narrative, others argue that there are already plenty of stories to follow. Patrick Scott, founder of Dynamo DeFi, points to the growth of tokenized real-world assets, which have surged from being nearly nonexistent to billions of dollars in recent years.
虽然一些人认为市场需要新的叙述,但另一些人则认为已经有很多故事可以遵循。 Dynamo DeFi 创始人帕特里克·斯科特 (Patrick Scott) 指出,现实世界中代币化资产的增长,近年来这些资产已从几乎不存在飙升至数十亿美元。
He also highlights the activity on the Solana blockchain and the rise of Decentralized Physical Infrastructure Networks (DePIN), which bring non-speculative revenue into the crypto space.
他还强调了 Solana 区块链上的活动以及去中心化物理基础设施网络 (DePIN) 的兴起,这些网络为加密货币领域带来了非投机性收入。
However, despite these emerging trends, the market's overall sentiment remains tepid. Many traders seem to be grasping at short-term opportunities rather than investing based on long-term fundamentals.
然而,尽管出现了这些趋势,市场的整体情绪仍然不温不火。许多交易者似乎都在抓住短期机会,而不是根据长期基本面进行投资。
This behavior was evident during the GameStop frenzy, where amateur traders drove the stock price from roughly $1 at the start of 2020 to over $80 by late January 2021. Keith Gill, who had bought thousands of shares at the bottom, made millions as these traders waged a war against short sellers.
这种行为在 GameStop 狂热期间表现得很明显,业余交易员将股价从 2020 年初的大约 1 美元推高到 2021 年 1 月下旬的 80 美元以上。基思·吉尔 (Keith Gill) 在谷底买入了数千股,通过这些交易员赚了数百万美元对卖空者发动了一场战争。
GameStop investors aimed to flip the bets of hedge funds that had shorted the company, driving the stock price high enough to force steep losses for those betting against it.
GameStop 投资者的目标是扭转做空该公司的对冲基金的赌注,将股价推高到足以迫使那些做空该公司的人遭受巨额损失。