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Gargoyle

@degargoyle25,970 subscribers

𝐓𝐡𝐫𝐞𝐚𝐝𝐨𝐫 🧵 | 𝐈𝐧𝐟𝐥𝐮𝐞𝐧𝐜𝐞𝐫 💻 𝐅𝐨𝐥𝐥𝐨𝐰 𝐦𝐞 𝐬𝐨 𝐲𝐨𝐮 𝐝𝐨𝐧'𝐭 𝐦𝐢𝐬𝐬 𝐨𝐮𝐭 𝐭𝐡𝐞 𝐚𝐥𝐩𝐡𝐚

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DOES ANYONE EVEN STILL TRADE MEMES? $PEPE - looks unstoppable… until volume disappears $DOGE - “the people’s coin”… until the cycle rotates $BONK - fastest hype on Solana… fastest fade after So where are they now? Right - at the bottom Why? Because that was the meta of 2021-2024 When any narrative could fly without fundamentals just on liquidity inflow > Endless liquidity > Endless hype > Endless belief that “this time it’s different” But this market has changed Today projects grow thanks to a sustainable foundation clear economics and mechanisms that work not only in a bull market And if we draw an analogy the best contrast to the meme sector right now is iGaming > Same explosive numbers > Same user flow > Same ability to scale fast But compared to memes the nature of this money is completely different For memes it is Price = Function of attention For iGaming: Price = Function of model That’s why the growth potential of these narratives is similar but the further progress is fundamentally different Although here you also need to be careful because like in any other niche in iGaming there are dishonest or low-quality cases especially if: > The token is not connected to the product > Buybacks come not from revenue but from treasury > There is no real use-case > Liquidity is limited to one chain But of course there are exceptions and personally for me one of the best cases as an example is 1win Token I want to note that they have existed for 10 years and have only been growing during this period And now let’s move to the key advantages that caught my attention: > Userbase of millions of users = demand > Buyback from revenue and therefore it’s not “support” but constant pressure from the business > Dual-native (BNB + SOL) more markets = more liquidity > Regular token burns > Integration into an already existing product If we sum it all up: Memes = pure speculation iGaming (when built properly) = speculation + fundamentals And this combination is what makes the difference Essentially the same growth dynamics but a completely different quality of holding The story of “catching hype” is over now only those with fundamentals win and this project has it NFA DYOR

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