空气币还是新趋势？详析 $DOGE，$SHIB 及 $LOWB 的前世今生（二）

在空气币还是新趋势？万字详析 $DOGE，$SHIB 及 $LOWB 的前世今生（一）中我们了解了$DOGE，$SHIB 及 $LOWB 的基本原理和发展背景，如今似乎币圈达到了前所未有的癫狂状态，这场疯狂究竟持续了多久，又发生了什么重大事件让这场闹剧收手的呢？回望整个事件我们又可以总结出哪些信息？动物币事件对币圈对区块链的发展又有哪些影响呢？在本篇文章中我们将跟大家继续讨论这些问题。

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$LOWB 获得的巨大成功挑拨着所有加密货币参与者脆弱的神经，如果说之前是因为没技术没团队不敢发币，现在已经有了这么 ?Low 的团队做了榜样，能阻挡大家的就不再是技术门槛，而仅仅是一个能博取大家认同的故事。一些嗅觉敏感的人意识到了这点后，悄悄地举起了手中的镰刀，希望在这已经杀红眼了的市场中也收割一番。随后各种令人啼笑皆非，有着五花八门使命和愿景的代币倾巢而出，整个币圈随即陷入了癫狂失控的状态。

而好景不长，这场以戏剧化开始的动物园行情，同样以戏剧性的方式暂告一段落。屎币的创始人 Royce 自己可能也没料到先前打给 V 神账户的 500 万亿枚屎币会是个不定时炸弹。数据显示他最敬仰的 V 神在 5 月 13 日凌晨开始大手笔抛售屎币，并钱包中收到的其他动物币换成 ETH，同时将部分动物币捐赠给多家不同的慈善机构。最大的一笔是将 50 万亿（时值约 $12 亿）枚屎币捐赠给了印度慈善机构用于疫情防控。

And it's not too long, and it's too dramatic to end. Royce, the founder of the turd coin, probably didn't expect that the 500 trillion pieces of turd he used to call V God's account would be an indeterminate bomb. The data show that his most admired V God started selling turd coins in the early hours of May 13th, and that other animal coins he received in his purse were replaced by ETH, while at the same time donating some of them to a number of different charities. The biggest amount was donated to Indian charities for disease control.

虽然 V 神并没有通过抛售动物币直接获利，但因为其抛售体量巨大对市场产生了明显的价格冲击和砸盘效应，且默认锁仓的 500 万亿枚屎币也加入了流通市场开始交易，这无异货币增发的举动对市场释放了明显的利空信号，收到 V 神巨额捐赠的 Sandeep Nailwal 发推表示感谢，并明确表示「不会伤害屎币社区，将以负责任的态度谨慎行事请，请大家放心」。但这一表态仍不足以安抚投资者的恐慌情绪，自 V 神抛售以来，屎币市值最大跌幅近 65%，其他动物币市值也直线蒸发，哈士奇（$HUSKY）市值一度几乎归零。

然而就在跑步入场的投资者被币圈的暴涨暴跌惊吓的还没缓过神来时， 马斯克的一条推特却让主流加密货币市场也发生了地震。他在 5 月 13 日发推称现在比特币采用工作量证明（POW）方式挖矿的对地球资源产生了极大的浪费，他虽然看好加密货币但决定暂停比特币的作为购买特斯拉的支付手段，同时寻找一种资源消耗小于 1% 的加密货币来替代比特币用来作为购买特斯拉的加密货币支付手段。就在马斯克发布上述言论后不久，加密货币市场开始集体下挫，其中比特币一度跳水超 17 %。

马斯克的这条推特被指是有备而来，因为就在两天前，他在推特上发起了一条调查询问大家对特斯拉接受狗狗币作为支付手段的态度，超 78% 的网名投票同意。随后在发布取消比特币作为特斯拉支付手段的一天后，发推表明正在与狗狗币开发者密切合作来提高转账效率。两条推特都带有明显的倾向性，也让不少人发出了马斯克在操纵加密货币市场的声音。不管真相几何，马斯克做实了币圈喊单一哥的宝座，一举一动均对加密货币市场产生举足轻重的影响。

Two days ago, he launched a survey asking everyone about Tesla’s acceptance of dog money as a means of payment, and over 78% of his online name voted for it. Then, one day after the announcement of the abolition of Bitcoin as a means of payment for Tesla, the tweet suggested that transfer efficiency was being improved by working closely with dog money developers.

群魔乱舞的动物园行情似乎在 V 神和马斯克的联手下暂告一段落，但究竟是中场休息还是散场谢幕还不得而知，毕竟币圈随时不缺反转和奇迹。回望整个事件，让我们一起来尝试总结下在这些分离散乱的信息中梳理下动物币的一些「基本面」信息。

It seems that the wildly danced zoos end at the hands of the V Gods and Muskehs, but it is not clear whether it is a midtime break or a closing curtain, after all. Looking back at the whole event, let us try to sum up some of the "fundamentals" of the animal coins in these fragmented messages.

如果一定要去归纳这些币都属于哪些赛道，我会给出上述的几个标签，他们的共同特点之一就是源于社区且自带很强的 MEME 属性。$DOGE 作为 MEME 币的始祖，发源于 Reddit 社区，自带恶搞属性； $SHIB 则通过 Royce 的操作使其变成了完全去中心化的项目，自然也就全部归属于社区，同时搭上了又萌又可爱的「动物园」火箭，在本轮牛市一飞冲天；$LOWB 发迹于 AMA，开创了草根文化币的先河，也算是另一种极端的 MEME。另外毫无疑问的是，这些币也全部是网红币，快速拉升产生造富效应的同时吸引了大量的场外资金入场抬轿，进一步加深了用户基础和社群活跃度，产生了正向的引流作用。

If one of the characteristics of `strung', which comes from the community and carries its own strong MEME attributes, must be taken into account. $DOGE, the founder of the MEME currency, originates from the Reddit community, with its own peddling properties.

那这轮牛市中快速成长起来的去中心化交易所（Dex）和借贷平台为例，Uniswap 采用 AMM 算法解决了去中心化交易对手方的问题，Compound 采用的动态质押方式解决了借贷关系中最重要的信任问题，这些热门的 DeFi 项目在把传统金融搬到区块链上的同时也几乎完美的提供了技术解决方案。如果说这种项目是实实在在的为区块链创造了价值的话，那这些「一分钟发币」系列的猫猫狗狗币又给区块链带来了什么实实在在的改变呢？

So, for example, the Decentralized Exchange and Loan Platform, which grew rapidly in the Bull City, Uniswap uses the AMM algorithm to solve the problem of decentralizing the counterparty, Compound uses the dynamic pledge approach to resolve the most important trust issues in the lending relationship, and these popular DeFi projects offer technical solutions that are almost perfect at the same time that they move traditional finance to the block chain. If such projects actually create value for the block chain, what are the real changes in the chain of the "one minute billing" series of cat-cat-dogs?

如果一定要找出答案的话，想必这些猫猫狗狗币存在的最大意义就是让所有人实实在在的认识到了社区共识的价值。从去年著名的 WSB 大战华尔街运动开始，人们逐渐认识到了散户凝结在一起同样可以发挥出足以掀翻桌子重新谈判的力量，只要社区团结起来打败高高在上华尔街精英似乎也不是什么难题。币圈的动物世界在一定意义上也是在向传统的价值投资发出挑战，社区的共识便是价值的概念在崛起。

If answers are to be found, the greatest significance of the existence of these cats and cats is to make everyone truly aware of the value of the “strong” community consensus . Starting with last year’s famous WSB War Wall Street movement, people have come to realize that the condensed condensed condensed households can also act as a force to renegotiate the table, and that it does not seem to be a problem as long as the community unites to defeat the elite on Upper Wall Street. The animal world in the currency circle, in a sense, is also challenging traditional value investments, and the community’s consensus is that the concept of value is rising.

而当一些理想主义者在现实世界中看不到自由平等的希望时，他们纷纷把眼光投向币圈，区块链带来的新技术可以让每一位个体自由发声，如 Royce 等人创造出来的项目同时也承载了区块链自由平等的精神价值。这些平凡小个体的成功也让人们逐渐意识到在区块链世界人人平等，只要设计得当，身无分文的小人物也可以跟呼风唤雨的社会精英在项目中平起平坐，这也是去中心化自治组织（DAO）在最近几年得到迅速发展的重要原因之一。

And when some idealists do not see the hope of freedom and equality in the real world, they turn their eyes to the currency, and the new technologies of the block chain allow each individual to speak freely, such as the projects created by Royce et al., which also carry the spiritual value of freedom and equality in the block chain. The success of these ordinary small individuals has also led to a growing awareness of the equality of all people in the world in the block chain.

而仔细看看这些项目，团队方往往只有 1-2 人，虽然没有过硬的技术背景，但都有一个美好的愿景，或者描绘了一个具有高度传播性的故事，最重要的一点，项目本身往往都非常有噱头。马斯克像父亲对亲儿子一样喊单狗狗币，屎币创世即送 50% 给 V 神，$LOWB 团队靠低端路线迅速火遍币圈大小社区，各个项目都有一些不同的引爆点来点燃大众的情绪来为他们的理想和价值买单。

And when you look at these projects, there are often only 1-2 people on the team, and although there is no hard technical background, there is a good vision or a highly communicative story, and most importantly, the `strong' project itself is often very good

其次这些币种的单价往往奇低无比，而过低的价格往往会让人丧失对价值的判断和鉴别能力，如同 $50,000 的比特币涨了 20% 到 $60,000，人们会认为单价涨了$10,000 是个很大的涨幅，会觉得比特币已经「很贵了」。而假如某动物币现在价格 $ 0.0005，涨了 20% 也只有 $ 0.0006，人们看到单价仅仅涨了$ 0.0001 会觉得这个涨幅太小了，所以价格「很便宜」还有上涨空间。动物币也是靠大家对小数字的不敏感动辄取得上百甚至上千倍的涨幅，但因为发币总量巨大，所以不知不觉中凭空创造出几千万甚至上亿的市值。而被涨幅冲昏了头脑的人们往往忽略了一个小学生都懂的道理：一公斤棉花和一公斤钢铁一样重。

Second, the unit price of these currencies tends to be incredibly low, and too low prices tend to cause , as 50,000 bitcoins have increased by 20% to $60,000, and animal coins are considered to have increased by hundreds or even thousands of times because they are not sensitive to small numbers, but because the amount of coins is huge, 20% rises and only 0.0006, and people who see that the price increases are just 0.0001, and so the price increases are too small.

• MEME 币没有任何传统意义上的「基本面」，如果愿意为了信仰给项目方买单，请抱着支持「去中心实验」的态度随缘参与，或者单纯当作对项目方的捐赠。万万不可抱有梭哈一夜暴富的幻想。
• 代币上线交易所交易会带来流动性溢价，从而引发币价上涨，但交易所是趋利的，选择相应代币上线并不代表交易所信誉背书，仅仅因为交易量越大交易所赚取的手续费越多，所以本质是利好交易所，而不是 MEME 币！
• 授权风险：如果有项目空投，条件是仅提供钱包地址或者加入社群互动可以选择白嫖，如果需要钱包授权要格外当心，市场混乱不乏有项目方出来作恶，你图的可能是一文不值的代币，付出的可能是辛苦积攒的所有数字资产。
• 阴谋论：马斯克喊单目的是出货。特斯拉一季度财报显示其通过出售比特币赚了 1.01亿美元，约占一季度总利润的 23%。虽然马首富口口声声说自己看好加密货币市场并表示个人不会出售比特币，但事实胜于雄辩，加上近期对暂停比特币支付特斯拉的以及与狗狗币团队合作的政策出台，使得阴谋论又多了几分可信度。
• 潜在监管：如今越闹越大越来越离谱的行情难免会惊动相关监管部门，一不小心可能会做成 2017 年 ICO 事件的翻版，一刀切政策后有直接结束整轮牛市。如果寄希望于做项目方趁乱割一把韭菜也请尽早放弃，多问问币圈老人当年那些搞 ICO 圈钱的人现在过的怎样再做决定也不迟。

狗狗币创始人之一 Billy Markus 近日在 Reddit 的狗狗币板块，为所有狗狗币爱好者写了一封信，在信中，他说自己在 2015 年已经把所有狗狗币都卖了。同时他更强调狗狗币真正的价值不是拉盘砸盘，而是带给世界的「正能量」。Billy Markus在信中说：「拉盘、砸盘、炒作什么的，毫无价值，本来世界已经很惨了，这些行为只能带来更负面的影响。作为创始人，在过去的 7 年中我已经看过很多东西了，我并不生气，只是感到失望。喜悦、善良、学习、给予、同理心、乐趣、社区、灵感、创造力、慷慨等等，这些因素的存在让我觉得狗狗币值得。如果社区体现了这些东西，那就是真正的价值。」

Billy Markus, one of the founders of the dog coin, recently wrote a letter , in which he said that he had sold all the doggie coins in 2015 and that he had emphasized that the real value of the doggie coins was not a pedicure, but a "right energy" to the world. In his letter, Billy Markus said, "Bille, Lading, smashing, banging or whatever it is, the world is already miserable, but that these things can only have a more negative impact.

这是一个极度投机的市场，动物园行情绝不会是个例，后面可能还有植物园，恐龙园，在当下环境，如果葫芦娃奥特曼组团发个币我也不会感到稀奇。作为区块链的技术的爱好者，我很荣幸可以见证区块链走到今天有了越来越多的应用开始落地，区块链技术也从高高在上的理论层面离我们的日常生活越来越近。任何行业在高速发展期总会有泡沫，区块链很像 20 年前的互联网，在泡沫阶段往往总会有各种不理性的事情发生，像动物币这种站在 20 年后回头看也只是区块链发展浪潮中的一朵小小浪花，无论如何都改变不了历史的发展方向。

As a fan of block chain technology, I am honoured to witness that the block chain has come to the ground today with increasing applications, and that block chain technology has come closer to our daily lives from the high theoretical level. Any industry has bubbles during the fast-growing period, the sector chains are like the Internet 20 years ago, and there are all kinds of irrationalities that often occur in the bubble phase, such as animal coins, which, after 20 years, is just a small wave in the development of the block chain, and strong cannot change the course of history .

至于大家如果目前仍然不理解究竟为什么这些币会暴涨暴跌也没有关系，既不用眼红也不用嫉妒，老老实实赚自己认知以内的钱，这句话在任何投资市场上都成立。我最不希望看到的是大家因此就对区块链，对加密货币打上「泡沫」，「骗局」的标签，如果不幸投资亏损，请理性思考投资框架与投资逻辑有没有出现问题，投资决策有没有按照既定的框架和逻辑来。与其在市场上追涨杀跌企图一夜暴富，现阶段去做一些真正正确有长久价值的事情更加重要，毕竟只有当潮水退去时才知道谁在裸泳。

If you still don't understand why these currencies are going up and down, it doesn't matter, it doesn't matter, it doesn't matter, it doesn't matter, it doesn't matter, it doesn't matter, it's true that ‘strong’ earns what he knows

利益相关：本人不曾持有和交易过任何 MEME 币，所有内容仅做研究分享，不构成任何投资建议，请对自己的资金负责，理性进行加密货币投资。

性感“动物币”，暴涨28万倍

sexy "animal coins" skyrocketed by 280,000 times

社区币代表 DOGE：Meme 正在影响投资逻辑丨目击

想暴富，狗狗币现在接近0.5美元了，现在该追加all in 还是卖出等跌？

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