ミームコインシーズンの内訳：なぜ2024年はコミュニティ資産が爆発的に拡大した年だったのか

Memecoins aren’t just jokes anymore—they’re a multi-billion dollar phenomenon that’s reshaping how crypto communities organize and launch projects. Let’s cut through the hype and look at what actually drove these coins to insane valuations.

The Memecoin Playbook: Three Categories That Work

Think all memecoins are the same? They’re not. The winners follow distinct patterns:

Legacy IP plays (Dogecoin, PEPE): These ride established memes that already have massive cultural weight. PEPE went from a fringe image to a $2B+ market cap token.

Personality tokens (MAGA, FLOKI): Tied to cultural moments or celebrity pets. MAGA’s chart literally tracks Trump’s election momentum—when he won primaries, the token pumped. When hype died, it dumped. Pure sentiment play.

NFT-derivative tokens (WEN, SATS): The newest meta. WEN split an NFT into 1 trillion fragments and called it a token. Genius? Absurd? Both? The community decided it was worth $1B+.

The Insane Runs: How These Things Actually 50x’d

BOME: Raised 10k SOL in presale, launched at $0.0005. Hit $0.025 in 24 hours (50x). Total volume: $230M. Listed on major exchanges in 3 days flat. The speed was the story.

SLERF: Destroyed its own LP and airdrop supply—a $10M mistake that should’ve killed the project. Instead? The community saw it as “truly decentralized” and FOMO’d in. Hit $1B market cap in 30 minutes. Peak price: $1.6. Current: $0.47.

WIF: A Shiba Inu in a pink hat, launched with zero marketing on Solana. One fat-finger trade ($7.7M SOL hitting $2.7M liquidity) spiked it to $3.99 in seconds. Robinhood listing sent it to $1 (first dog token ever). Peaked at $4.88. Now $4.05. Supply: 998.9M, no burns, no staking, no roadmap. Pure vibes.

DEGEN: Community token from BASE network. Announced its own Layer3 blockchain (Degen Chain) as native gas token. Price surged 37% in 24h, kept ripping to $0.065. Current: $0.04. The narrative > the tech.

Why This Matters: The Sentiment Cycle

Memecoin explosions tell you when market euphoria peaks:

• Solana network gets hot → BOME/SLERF/WIF explode
• Frenzy moves to BASE → DEGEN takes the torch
• Celebrity/political catalysts → MAGA follows Trump news
• Community anticipation → WEN becomes an NFT cult artifact

The chart pattern is always the same: launch → 50-100x in hours → slow bleed back to reality → survivors hold 5-10% of peak value.

The Real Play: Timing Sentiment Shifts

Memecoins aren’t investments—they’re sentiment meters. They spike when:

1. A specific chain is getting viral attention
2. A cultural moment aligns with the token’s theme
3. Community coordination creates artificial scarcity
4. News cycles (Trump, Musk) create buying frenzy

They tank when:

• The chain’s hype cools
• The cultural moment passes
• Institutional players exit
• New meme cycles start (competition for retail attention)

The edge? Watch which chains are getting memecoin explosions—that’s where smart money’s about to deploy next. When Solana peaked with BOME, BASE was next. Now watch for new chains getting their first viral memecoin.

TL;DR: Memecoins = volatility + pure community sentiment. BOME was a 50x in 24h. SLERF made $10M mistakes look bullish. WIF proved even a pink hat dog can hit $5. The pattern repeats because retail FOMO is predictable. Next cycle, same game, different chain.