McCann 和 Ansem 表示，Memecoins 是目前“风险回报率最高”的加密货币游戏

人们常说构建投资组合主要是一门科学，部分是一门艺术。 If Joe McCann，数字资产投资创始人

Digital asset investment firm founder Joe McCann and crypto trader Ansem both believe that memecoins should be included in any digital asset investor’s portfolio, especially following Wednesday’s U.S. Federal Reserve announcement of a 50 basis point cut in interest rates.

数字资产投资公司创始人 Joe McCann 和加密货币交易商 Ansem 都认为，memecoin 应该包含在任何数字资产投资者的投资组合中，特别是在周三美联储宣布降息 50 个基点之后。

During a panel at this year’s Token2049 crypto conference in Singapore on Thursday, McCann told conference attendees to expect more liquidity to come into the market as a result of the rate cut.

周四在新加坡举行的今年 Token2049 加密货币会议的一个小组会议上，麦肯告诉与会者，预计降息后将有更多流动性进入市场。

“The reality is the Federal Reserve and the central banks are going to be printing money … [which is] going to allow people to go further out on the risk curve,” McCann said. “I think having exposure to memecoins is the highest risk-return you could possibly have in a portfolio.”

“现实是美联储和央行将印钞……这将让人们在风险曲线上走得更远，”麦肯说。 “我认为投资模因币是你在投资组合中可能获得的最高风险回报。”

In a similar vein, Ansem argued that in the current cycle “memecoins have been the best beta,” referring to a leveraged play on the native tokens of blockchain networks – such as a memecoin beta for Solana (SOL) not only being correlated with SOL, but yielding a return many times higher than SOL itself.  

同样，Ansem 认为，在当前周期中，“memecoin 是最好的测试版”，指的是区块链网络原生代币的杠杆游戏——例如 Solana (SOL) 的 memecoin beta 不仅与 SOL 相关，但产生的回报比 SOL 本身高很多倍。

Memecoins are the “next evolution of a meme, but also the standard original rendition of what memetics is,” said Iggy Azalea, the founder of memecoin MOTHER, who joined the panel late. 

Memecoin MOTHER 的创始人 Iggy Azalea 表示，Memecoin 是“模因的下一代进化，也是模因的标准原始演绎”，他后来加入了该小组。

“Memes have been adopted by internet culture and so now we have this modernized version of how we think of a meme,” Azalea said. 

“模因已经被互联网文化所采用，所以现在我们有了这个现代化版本的模因思维方式，”阿塞莉亚说。

Azalea and a number of other celebrities launched tokens through Solana-based memecoin factory Pump.Fun in May. Azalea has been the biggest winner among them, with her token reaching a market cap of nearly $55 million, according to CoinGecko.

5 月份，Azalea 和其他一些名人通过位于 Solana 的 memecoin 工厂 Pump.Fun 推出了代币。据 CoinGecko 称，Azalea 是其中最大的赢家，她的代币市值达到近 5500 万美元。

The biggest and most important attribute of memecoins is the community around them, said Ansem, who pointed to Bitcoin’s origins as an example.

安塞姆说，模因币最大、最重要的属性是它们周围的社区，他以比特币的起源为例。

He said that in 2009, when Satoshi Nakamoto conjured up Bitcoin, the original cryptocurrency had no value on exchanges or “anywhere really.”

他表示，2009 年，当中本聪 (Satoshi Nakamoto) 提出比特币时，最初的加密货币在交易所或“任何地方”都没有价值。

“The only thing that made the [Bitcoin] network have value was all of the running values on the network and all the people holding bitcoin who believe in it … That’s purely a memetic value in the early days,” Ansem said.

“唯一让[比特币]网络有价值的是网络上所有的运行价值以及所有持有比特币并相信它的人……这在早期纯粹是一种模因价值，”安塞姆说。

Currently, the biggest coins by market cap to be themed around dogs, frogs, and cats.

目前，市值最大的硬币以狗、青蛙和猫为主题。

“[But a meme] doesn’t have to be an animal, a human being, any of these types of things,” McCann said. “It could be literally a phrase. We’re at the very beginning of how crazy this shit is going to get, because … things can just programmatically tokenize culture.”

“[但是模因]不一定是动物、人类或任何这些类型的东西，”麦肯说。 “这实际上可能是一个短语。我们才刚刚开始意识到这件事将会变得多么疯狂，因为……事物可以以编程方式标记文化。”

The fondness of Azalea, McCann, and Ansem for cryptos based on internet culture and online jokes comes against the backdrop of a memecoin industry that has attained a market cap of $43 billion – up 4.3% in the 24 hours before press time alone.

Azalea、McCann 和 Ansem 对基于互联网文化和在线笑话的加密货币的喜爱是在 memecoin 行业的背景下进行的，该行业的市值已达到 430 亿美元——仅在发稿前 24 小时内就上涨了 4.3%。

Yet only one of the top four memecoins ranked by market cap has outperformed BTC in the past year, according to data from TradingView: frog-based PEPE, whose value has risen 1,090.8%, or 10-fold, far outstripping BTC’s 128.1% gain.

然而，根据TradingView的数据，在过去一年中，市值排名前四的memecoin中只有一种的表现超过了BTC：基于青蛙的PEPE，其价值上涨了1,090.8%，即10倍，远远超过了BTC 128.1%的涨幅。