{"id":20029,"date":"2024-12-30T17:12:37","date_gmt":"2024-12-30T15:12:37","guid":{"rendered":"https:\/\/forklog.com\/en\/balancing-the-supercycle-how-to-profit-from-meme-tokens-in-2025-coinex-explains\/"},"modified":"2024-12-30T17:12:37","modified_gmt":"2024-12-30T15:12:37","slug":"balancing-the-supercycle-how-to-profit-from-meme-tokens-in-2025-coinex-explains","status":"publish","type":"post","link":"https:\/\/forklog.com\/en\/balancing-the-supercycle-how-to-profit-from-meme-tokens-in-2025-coinex-explains\/","title":{"rendered":"Balancing the supercycle: how to profit from meme tokens in 2025 \u2014 CoinEx explains"},"content":{"rendered":"<p>According to CoinGecko, the hottest narrative among crypto investors in 2024 was meme coins, accounting for more than 30% of overall interest. In December, the segment\u2019s market capitalisation <a class=\"tracking_link\" href=\"https:\/\/www.coingecko.com\/en\/categories\/meme-token\" target=\"_blank\" rel=\"noopener\">exceeded<\/a> $100 billion.<\/p>\n<p>Meme tokens mostly trade on decentralised exchanges, yet many <span data-descr=\"centralized exchange\" class=\"old_tooltip\">CEX<\/span> are racing to keep pace by adding new coins quickly. For example, the crypto exchange <a class=\"tracking_link\" href=\"https:\/\/www.coinex.com\/ru\/\" target=\"_blank\" rel=\"noopener\">CoinEx<\/a> lists more than 1,200 assets, including fairly obscure projects such as <a class=\"tracking_link\" href=\"https:\/\/www.coinex.com\/ru\/exchange\/scf-usdt\" target=\"_blank\" rel=\"noopener\">Smoking Chicken Fish (SCF)<\/a> and HarryPotterObamaSonic10Inu (ERC-20) (BITCOIN). Together with the exchange\u2019s team, we examine the outlook for meme tokens in 2025 and how to trade them.<\/p>\n<h2 class=\"wp-block-heading\">The meme-coin supercycle<\/h2>\n<p>Crypto analyst and co-creator of the MVRV indicator Murad Makhmudov is now best known for his concept of a meme-coin supercycle \u2014 a prolonged period in which \u201cjoke coins\u201d rise on an abnormal wave of speculation.<\/p>\n<p>Makhmudov laid out the thesis in detail at the TOKEN2049 conference in September, in a <a class=\"tracking_link\" href=\"https:\/\/www.youtube.com\/watch?v=6nqzwdGxTGc\" target=\"_blank\" rel=\"noopener\">talk<\/a> that has circulated widely.<\/p>\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\">\n<div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">If you&#8217;re going to watch ONE video during this Memecoin Supercycle\u2026 Watch this.<\/p>\n<p>2025 will be the Year where Memecoins go Parabolic.<\/p>\n<p>Watch this Video to Understand Why. <a href=\"https:\/\/t.co\/7JgMyOHdCp\">pic.twitter.com\/7JgMyOHdCp<\/a><\/p>\n<p>\u2014 Murad \ud83d\udcb9\ud83e\uddf2 (@MustStopMurad) <a href=\"https:\/\/twitter.com\/MustStopMurad\/status\/1839732601759641960?ref_src=twsrc%5Etfw\">September 27, 2024<\/a><\/p><\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div>\n<\/figure>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cIf you\u2019re going to watch one video during this supercycle\u2026 watch this. In 2025, the rise of meme coins will go parabolic,\u201d said Makhmudov.<\/p>\n<\/blockquote>\n<p>He argued the meme-coin supercycle is not a forecast but a reality. The era when all cryptoassets climbed in unison is over. The expression <span data-descr=\"we're all gonna make it\" class=\"old_tooltip\">WAGMI<\/span> has lost its relevance \u2014 a natural phase in the industry\u2019s maturation.<\/p>\n<p>Makhmudov divides the causes of the supercycle into <span data-descr=\"outside the crypto industry\" class=\"old_tooltip\">external<\/span> and <span data-descr=\"within the crypto industry\" class=\"old_tooltip\">internal<\/span>. The latter include:<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>mass overproduction of tokens.<\/strong> Thousands of new projects launch on exchanges and launchpads every day;<\/li>\n<li><strong>inflated valuations for altcoins at CEX listing or <span data-descr=\"token generation event\" class=\"old_tooltip\">TGE<\/span>. <\/strong>Tokens are free for founders and cheaper for venture funds. Exchanges, market makers and influencers are paid for promotion. Retail investors end up providing exit liquidity.<\/li>\n<\/ul>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cThe appreciation in altcoins happens behind the scenes: at early stages, in private rounds. By the time they list, a project is already valued at $5, $10 or $15 billion, leaving little for retail to earn. I believe they deliberately list at high valuations so that even after a 90% drop, seed investors remain in profit. This creates the illusion of a \u2018discount\u2019 for retail traders,\u201d Makhmudov notes.<\/p>\n<\/blockquote>\n<p>Many projects say they withhold revenue data due to regulation. The real reason, he argues, is incentives: some collect $500 a day in fees at a $5\u201310 billion FDV. Most altcoins are plainly overvalued and will not become \u201cstores of value\u201d.<\/p>\n<p>In addition, according to <a href=\"https:\/\/forklog.com\/en\/news\/binance-highlights-155-billion-token-unlock-overhang\">data<\/a> from Binance Research, between 2024 and 2030 roughly $155 billion worth of tokens will unlock, inevitably adding sell pressure to altcoins.<\/p>\n<p>Meme coins, by contrast, are fully circulating and have no locked allocations. Yet they can reach multi-billion-dollar valuations, as Dogecoin (DOGE), Shiba Inu (SHIB) and Pepe (PEPE) have already shown.<\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cPeople are starting to realise that the token itself is the real product, and crypto is an industry of token manufacturing disguised as software development. [\u2026] The \u2018token\u2019 market cannot grow without retail inflows. However, most of them never cared about technology. Does retail care that some blockchain has become faster or more private? No. Let\u2019s be realistic: they come to make money (70%), to have fun (20%) and to feel part of something (10%),\u201d he concluded.<\/p>\n<\/blockquote>\n<p>The external drivers of meme-coin popularity mirror shifts in the world at large:<\/p>\n<ul class=\"wp-block-list\">\n<li>rising inflation and consumer prices;<\/li>\n<li>the threat of higher unemployment due to AI;<\/li>\n<li>widening inequality and income gaps;<\/li>\n<li>loneliness and mental-health problems;<\/li>\n<li>more time spent online;<\/li>\n<li>tougher competition and fewer avenues for success;<\/li>\n<li>the weakening influence of religion on society.<\/li>\n<\/ul>\n<p>All of these, in Makhmudov\u2019s view, are bullish for crypto \u2014 especially for meme coins.<\/p>\n<p>He adds that the trend feeds on stories of people making outsized fortunes. In this cycle, those stories have mostly come from meme-token markets rather than \u201ctechnology altcoins\u201d.<\/p>\n<p>Looking ahead, meme coins could evolve into quasi \u201ccults\u201d and communities that emphasise organic growth and fair token distribution.<\/p>\n<p>Makhmudov believes the \u201cmememania\u201d of March 2024 was a test run, and that 2025 will bring two \u201cgigantic\u201d pumps in meme tokens. He closed his presentation with the following projections:<\/p>\n<ul class=\"wp-block-list\">\n<li>meme coins\u2019 market capitalisation will reach $1 trillion;<\/li>\n<li>two will exceed $100 billion;<\/li>\n<li>ten will be valued above $10 billion;<\/li>\n<li>meme tokens will occupy a quarter of CoinMarketCap\u2019s front page;<\/li>\n<li>dominance will reach 10%;<\/li>\n<li>utility tokens and <span data-descr=\"venture capital\" class=\"old_tooltip\">VC<\/span> altcoins will continue weak growth;<\/li>\n<li>the <span data-descr=\"value accrues to protocols rather than applications built on top of them\" class=\"old_tooltip\">fat protocol<\/span> thesis will die slowly, as it is getting harder to create a store of value\/another casino;<\/li>\n<li>venture investors and <span data-descr=\"traditional finance\" class=\"old_tooltip\">TradFi<\/span> will start buying leading meme coins;<\/li>\n<li>hypermemecoinisation before hyperbitcoinisation.<\/li>\n<\/ul>\n<p>In a recent <a class=\"tracking_link\" href=\"https:\/\/www.youtube.com\/watch?v=kpbBtU5cAT8\" target=\"_blank\" rel=\"noopener\">conversation<\/a> with MN Trading founder Micha\u00ebl van de Poppe, Makhmudov outlined his approach to meme-token investing:<\/p>\n<ul class=\"wp-block-list\">\n<li>avoid fresh launches and pick coins that have existed for at least six months;<\/li>\n<li>look for projects that have survived at least two 70% drawdowns;<\/li>\n<li>consider leaders in their categories (dogs, cats, and so on);<\/li>\n<li>focus on tokens on Ethereum and Solana due to deeper liquidity on these chains.<\/li>\n<\/ul>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cIf I had to single out one concept for 2025, as someone who has already lived through three bull markets, it would be this: the biggest moves happen in the fourth year of the cycle. We are now at the end of the third year and the fourth is about to begin, when the most powerful moves occur.<\/p>\n<p>The number of new meme coins is growing at a blistering pace, worsening the risk\/reward. Nevertheless, I believe that Dogecoin will reach $1, but that is two to three times its current price. The best risk\/reward is in projects with market caps from $100 million to $1.5 billion. I think they have 30x, 50x, maybe even 100x potential. In my view, these are the coins to watch,\u201d he said.<\/p>\n<\/blockquote>\n<p>Makhmudov argues that a <span data-descr=\"buy and hold\" class=\"old_tooltip\">HODLing<\/span> strategy will outperform, and advises \u201cnot to trade, but to believe in the project\u201d. He intends to hold his positions until the fourth quarter of 2025 or the first quarter of 2026. Thereafter, he plans to sell half and diversify into bitcoin, fiat and real estate, while holding the remainder for several cycles.<\/p>\n<p>As for specific picks, Makhmudov recommended watching <a class=\"tracking_link\" href=\"https:\/\/www.coinex.com\/ru\/exchange\/spx-usdt\" target=\"_blank\" rel=\"noopener\">SPX6900 (SPX)<\/a> and <a class=\"tracking_link\" href=\"https:\/\/www.coinex.com\/ru\/exchange\/giga-usdt\" target=\"_blank\" rel=\"noopener\">Gigachad (GIGA)<\/a>. In his view, they will be \u201cthe SHIB and DOGE of this cycle\u201d.<\/p>\n<h2 class=\"wp-block-heading\">Where to trade meme tokens<\/h2>\n<p>In an August <a href=\"https:\/\/forklog.com\/en\/news\/viabtc-and-coinex-ceo-haipo-yang-on-bitcoins-price-ai-and-mining-a-wide-ranging-interview\">interview<\/a> with ForkLog, CoinEx CEO Haipo Yang noted that while the press frequently profiles traders who made millions on meme tokens, the odds of picking a \u201cwinning token\u201d are <a href=\"https:\/\/forklog.com\/en\/news\/casino-odds-outshine-meme-tokens\">extremely low<\/a>.<\/p>\n<p>The segment is also crowded with scam projects or \u201choneypot\u201d assets that you can buy but cannot sell due to smart-contract restrictions.<\/p>\n<p>The CoinEx team recommends great caution with tokens on DEXs and favouring centralised exchanges that vet projects before listing. However, one should recognise that CEX listings often lag, typically arriving after the main price move and positive news.<\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cTherefore, the optimal choice for trading meme tokens is a \u2018balanced\u2019 CEX like CoinEx, which tracks trends and seeks to add promising projects at early stages. At the same time, users can be confident they won\u2019t end up with scam tokens that cannot be sold,\u201d exchange representatives comment.<\/p>\n<\/blockquote>\n<p>They add that even if investors do not trade on CoinEx, a listing on the platform can serve as a reference point when deciding whether to buy a meme token.<\/p>\n<h2 class=\"wp-block-heading\">Conclusions<\/h2>\n<p>According to Kaiko, the catalysts behind meme coins\u2019 surge in 2024 were the launch of the Pump.fun platform on Solana and Donald Trump\u2019s victory in the US presidential election, which rekindled interest in Dogecoin.<\/p>\n<p>Makhmudov forecasts that in 2025 the meme-token trend will continue and go parabolic. To avoid missing a potential 10x, it is vital to steer clear of scams, which are common in the segment. To that end, consider platforms such as <a class=\"tracking_link\" href=\"https:\/\/www.coinex.com\/ru\/\" target=\"_blank\" rel=\"noopener\">CoinEx<\/a>, which strive to add new assets quickly while thoroughly vetting their reliability.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>According to CoinGecko, the hottest narrative among crypto investors in 2024 was meme coins, accounting for more than 30% of overall interest. In December, the segment\u2019s market capitalisation exceeded $100 billion. Meme tokens mostly trade on decentralised exchanges, yet many CEX are racing to keep pace by adding new coins quickly. For example, the crypto [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":20028,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"select":"","news_style_id":"","cryptorium_level":"","_short_excerpt_text":"","creation_source":"","_metatest_mainpost_news_update":false,"footnotes":""},"categories":[1144],"tags":[1267,1161],"class_list":["post-20029","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-longreads","tag-cryptocurrency-trading","tag-memes"],"aioseo_notices":[],"amp_enabled":true,"views":"104","promo_type":"","layout_type":"","short_excerpt":"","is_update":"","_links":{"self":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/20029","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/comments?post=20029"}],"version-history":[{"count":0,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/20029\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/media\/20028"}],"wp:attachment":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/media?parent=20029"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/categories?post=20029"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/tags?post=20029"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}