FOMO Thesis | b-money
MemeFi Reflexive Tokens Cycle Trend Thesis
Every new crypto bull cycle, there is a new hot thing that defines the cycle
2013: Bitcoin
2017: ICOs
2020: DeFi Summer
2021: NFTs
2021: Play2Earn & Metaverse
2022: Layer 1 & Layer 2
2024: Memecoins
2025: AI
2026: ...
Right now in 2026, if feels like it is the start of a new narrative which is MemeFi where Tokenized stocks or major tokens are linked to a memecoin which makes you earn the main token by holding as fees are distributed to the holders of the memecoin.
I Feel the Market is Heading in the Direction Where Each Stock or Big Cap Coin has one Main MemeFi Token Linked to it That Acts as a Proxy With More Risk & Volatility While it Provides Earning for the Holders.
It also feels like right now, these winners are being created, and buying the good one early potentially could give holders both a ton of upside price potential and a lot of earnings in case it takes off and volume grows.
The Current Winners
Some others also looked like the winners like Zcat (60Million) which seems to have picked up a competitor with Mask (16 Million). AI (Artificial Inu 209 Million) on Robinhood Chain which is linked to Nvidia also picked up a competitor with SI (Super Intelligence 24M) so the race seems to be on for many of these at the moment.
The BITCOIN MemeFi Token!
If this thesis somehow makes sense and plays out, this means that at some point there will also be a major token that is linked to BTC and pays out fees to holders in BTC.
Right now, it looks like there are only 2 who are a candidate to potentially become this. They are b-money on the BNB chain and BTC (Buy The Cat) on Solana. Looking at the facts, it feels like one of them clearly stands out which is b-money.
Everything pretty much points toward bmoney as the main candicate right now to become the main BTC MemeFi token. It also actually has great lore and is marketed as "The Chinese Bitcoin" which potentially attracts the asian Crypto Community.
Since Binance already showed support for Marscoin which is the MemeFi token linked to SpaceX, it's not too far fetched that they also are going to want to have the biggest MemeFi token that is linked to Bitcoin on their chain and bmoney already got listed on Asterdex which is linked to Binance.
B-Money BTC Payouts
I believe 10k bmoney is the minimum required holding in order to automatically receive BTC. It builds ip as Pending BTC and gets distributed (to save transaction costs) once it builds up to around 4$.
FOMO App Portfolio & Thesis
I'll am trying out the FOMO App now (Code costanzabets), where I will be posting some theses and buying ~200$ worth of the coins that I write about as a separate tiny portfolio for fun.
Conclusion
At currently a 2nd major 90% pull-back, it feels like bmoney is either an insanely good asymmetric bet with potentially a lot of upside or another memecoin that is dead in the water and will slowly trend toward a silent death. I like the concept of Major coins having 1 MemeFi Proxy and and taking a bet on Bmoney to become just that for Bitcoin. I will just Hodl the BTC that I receive which cuts down my possible loss over time and try to reach for 1 Million bmoney along the way maybe selling a bit in case there is a big pump and buying it back lower if possible. As always, this is extremely high risk, DYOR, it can very easily go to zero.
Also Check Out ...
Shared on Twitter & in FOMO App
https://x.com/costanzabets/status/2104945305607090584
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I was in Buy The Cat for awhile but I ended up heading for high ground. SI "Super Inu" is kind of ticking me off currently. It's weird how it is running so hard and other stayed so stagnant that got launched on StonkFun.
It does kind of feel like the game is somewhat rigged though; and unless you are in the loop it's hard to actually win. With the Super Inu it kind of feels coordinated, so many of them created but probably a couple whales end up influencing which is going to be the one and it likely will be another chart of 1 massive pump and only down afterward.
The space is fun but also quite frustrating.
Yeah it is very frustrating and I was able to catch some solid rides but over the last couple of weeks it has became harder and harder to trade. Sort of feeling like I'm in quicksand.
That is why I primarily headed to high ground to infastructure stuff that I knew should go up like Uniswap, Jupiter, Meteora, and Raydium.
But yeah Super Inu feels coordinated for sure. To have some of these struggle to go to $2 Million but that one crank up like that doesn't make sense. It was so generic.
The 9,802nd Inu token.
Marscoin pagando dividendos de SpaceX es un concepto raro pero interesante, aunque 150M de marketcap ya no es early ni de casualidad. Lo que no me cierra es eso de que Binance le aporte 30% de sus fees de spot, eso suena a pump coordinado más que a tesis real. Zcat a 60M con la misma lógica de proxy... vos ya entraste a alguna o solo estás mapeando el terreno?