# Memecoin super cycle 

Source: https://x.com/0xgoku_/status/1841906790377955373
Kiwi News: https://news.kiwistand.com/stories/Memecoin-super-cycle?index=0x66ff9b52ae323eaf27d46d13cf18ad11e898abc7b1abf4f8d8f24adca4dcabf49ff1b5f4
Submitted by naomiii.eth on 2024-10-04 UTC, 7 upvotes, 4 comments

If you don’t want to sell your favorite coin for memecoins, stop reading here.

Just watched @MustStopMurad’s Memecoin Super Cycle talk—great thesis on why it’s happening & will continue.

If you’re skeptical like me but want to understand the market’s psyche, this is for us..🧵

## Comments

**macbudkowski.eth**: I was skeptical when I saw this title since the only supercycle I've heard of was the one propagated by Su Zhu, and that didn't end well for him. But it's actually a pretty interesting and informative take

**naomiii.eth**: I reckon the use was potentially a bit sarcastic. 

Of course, the super cycle has not quite played out as Su Zhu established it. 

**tim**: Link for those who aren't logged into X: https://xcancel.com/0xgoku_/status/1841906790377955373

**tim**: I think "memecoin super cycle" is a misnomer here though. 

What people don't want anymore is private round investors dumping on the public market. And it's blatantly obvious to spot the VC-funded projects and where you're going to dumped on.
I also didn't hold on to any of these projects and I fled into fundamentals (good product plus low FDV ratio) or coins where the unlocks either didn't exist or were so predictable that I could deal with them.

Still, there are amazing opportunities in VC coins for obvious reasons. They're going to create the future fundamental tech and they're currently being severely undervalued because everyone is fleeing into simplicity and fast gains ("memecoins").

But imagine you spent a lot of time doing the math to understand the unlock dynamics of the best utility coins. Imagine being willing to take a lot of duration risk! I feel like you could make a killing if you knew how to buy these assets well. You'd have to model what unlocks do to prices etc.

I sadly don't have the sophistication or time to do this, but it's also a large opportunity. Not only the "memecoin super cycle."