Over the past weekend, there was a notable rise in memecoin prices, driven by heightened social buzz and increased risk appetite among crypto investors. The concept of a “memecoin supercycle,” which posits that memecoins will lead the upcoming crypto bull run, gained traction on X. In this context, crypto analyst Kai (@Kaiwen0x) released a widely-shared article explaining the ongoing allure of memecoins as a viable investment choice.
The Case For Memecoins In The Crypto Bull Run 2025
Kai argues that memecoins are poised to outperform the market by 2025, suggesting that owning a “curated basket of memecoins” could allow investors to surpass 99% of market participants. “Outside of Bitcoin and stablecoins, memecoin is the only category that has found a clear product-market fit. They combine the best features of an ICO (capital formation) and an NFT (community building) in delivering a killer product: global, permissionless speculation,” he states.
The analyst emphasizes that traditional crypto projects often juggle both product development and token management, whereas memecoins focus solely on the token itself. “Memecoins removed the product and made the token its entire business, with the value of the token deriving from the attention generated by its community,” Kai explains. Citing data from crypto analyst @MustStopMurad, Kai notes that in 2024, 16 of the top 20 tokens within the top 300 that outperformed Bitcoin were memecoins.
Related Reading
Kai identifies two main external factors which are crucial for a memecoin surge. First, the macro liquidity and interest rates need to be favorable for the entire market: “The macro setup points to higher liquidity and lower interest rates in the next 12 months. Memecoins act as levered beta on Bitcoin, allowing you to capture maximum upside in a risk-on environment,” Kai explains.
Second, the analyst references financial nihilism, a term popularized by Ikigai Investment CEO Travis Kling (@Travis_Kling). This theory suggests that a rise in financial nihilism and the “YOLO” mindset is drawing more participants into speculative markets.
Internally, memecoins have shown they possess a clear product-market fit and benefit from what is known as the Lindy effect—where the future life expectancy of some technologies or ideas is proportional to their current age, suggesting that memecoins are here…
Click Here to Read the Full Original Article at NewsBTC…
