2026-01-18 13:36:02

Chasing the USD1 wave this time, it’s definitely worth reflecting on. Recently, the project’s "1 day fix your life" narrative + the heat around Don Koe’s article seem logical on the surface. But have you considered—if this market doesn’t actually have whales controlling the game, how would its market performance look?

We all know that the previous USD1 "1" version went through a cycle before. The current narrative logic is actually somewhat similar to the relay pattern of those early meme coins from 2025. How high could the Ghibli narrative reach? Based on market data at the time, the basic market cap could push to around 30M.

The current question is: will this round of USD1 follow a similar meme relay narrative, or is there a different growth logic? The coherence of market narratives and the ability to pass the emotional baton often determine the actual ceiling of such projects. Understanding this is much more rational than blindly chasing the high.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

11 Likes

Reward
11
7
Repost
Share

Comment

0/400

TrustlessMaximalist

· 10h ago

Zhuang has already gotten on board, so the real question is how long this narrative can be hyped up. Bro, no one can lift this market cap, stop dreaming. Don Koe's methods always work; the newbies always end up paying the price. How long can the meme relay last? I think it's uncertain. Those chasing the highs are the last to take the fall; isn't that common sense?

View OriginalReply0

GraphGuru

· 10h ago

To be honest, this narrative does feel a bit like a copy-paste job, "1 day fix your life" sounds just like a typical money-grabbing scheme. Wait, if there's no hype, can it really reach 30M? I don't believe it. Passing the baton, passing the baton, in the end, it's all about who runs faster. If you can't catch up, it's a huge loss.

View OriginalReply0

LiquidationWatcher

· 10h ago

Hmm... This narrative feels a bit familiar, it's the same "life-changing" story again. Don Koe's endorsement isn't the first time either. The version before USD1 was a textbook example. Now this wave just feels like a re-skin, do they really know how much influence they have? 30M ceiling? It depends on whether there are new relay plates coming later to boost the hype, otherwise this is a failed baton pass. Most people chasing the high haven't thought about what this coin could drop to without a whale. Narrative strength determines the ceiling, but really, don't follow the trend too closely, or you'll easily become the last pawn in the cannon fodder.

View OriginalReply0

LongTermDreamer

· 10h ago

Isn't this just a relay race of meme coins? Whoever takes the last step has to take the hit, haha --- 30M ceiling? Then I can only say that three years from now, looking back, those chasing the high now are all brave warriors --- Don't just look at the appealing narrative; the key is whether there's a new growth logic in this round. If not, it's just炒剩饭 (炒剩饭 means炒作剩余的炒作, or炒作剩余的炒作, meaning hype on leftovers) --- Whether the market maker controls the盘 (盘 means market or trading), it ultimately depends on how long market sentiment can support it --- Don Koe's article is popular, but can it really change the fundamentals? I'm a bit skeptical --- To put it simply, it's still a gamble on sentiment. If you catch the飞天 (飞天 means soaring or flying high), you win; if not, you're deeply trapped

View OriginalReply0

ContractBugHunter

· 10h ago

Honestly, this wave of narrative is a bit weak. Without a strong backing, it would have collapsed long ago. USD1 is making another round? The last trap hasn't been filled yet, and now they want to copy that routine? I don't believe it. 30M ceiling? I think it's doubtful. The meme relay game is now played out. How long can Don Koe's article support this? It's really hard to say.

View OriginalReply0

just_another_fish

· 10h ago

Honestly, there are really many whales. No matter how good the narrative is, risk prevention is still necessary. --- 30M ceiling? That seems a bit optimistic. How many more waves can this sentiment support? --- Before chasing highs, you should really think about it. Without whales or boosters, can this thing really take off? --- The meme relay gameplay has been played out long ago. Can USD1 really come up with any new tricks? --- How long can Don Koe's popularity last? That's the real question. --- Instead of chasing highs, it's better to study where the ceiling is. It's a bit late to enter now. --- The narrative logic looks plausible, but the market may not think so. Those who cut losses are often the ones who chased the hardest. --- The issue is how much emotional support remains to continue the momentum. Once it breaks, it's all over. --- The basic figure of 30M sounds like a reverse calculation. Is it reliable?

View OriginalReply0

DaoResearcher

· 10h ago

Based on on-chain data and the historical voting records of governance proposals, the tokenomics flaw of this "relay narrative" model has actually been confirmed. It is worth noting that the assumption of a 30M basic user base is fundamentally untenable in a highly decentralized market environment.

View OriginalReply0