After CZ's one-word purchase of Meme, BSC began a "hot potato" game: the market had rehearsed over a dozen candidate answers in advance
August 10th, according to GMGN monitoring, the recent BSC Meme ecosystem has seen a significant rotation trend. Since CZ stated "supporting all Meme coins and may buy or sell one or two Meme coins in the coming weeks," funds have not concentrated on a specific token but have been revolving around one question: What will CZ ultimately buy?
From the timeline, this "coin guessing game" has gone through at least three rounds of diffusion.
In the first round, the market first sought answers from CZ's statement itself.
The initial focus was on GIGGLE. CZ's remarks this time stemmed from the controversy over how Giggle Academy handled a Meme token donation, with CZ stating that such donations are usually converted to BNB for supporting free education. He also mentioned supporting all Meme coins and possibly buying or selling one or two tokens to test related features. Consequently, the market began directly trading "who is most likely to enter CZ's view."
Subsequently, funds began looking for targets that were simultaneously "Binance-affiliated, low market cap, and with new catalysts." Stock Memes such as MarsCoin, COINYES, GPU, JACKET received the initial attention of funds, and the trading logic expanded from "which one will be bought" to "which ones are most likely to receive Binance ecosystem exposure."
In the second round, funds began revisiting and trading old-school BSC memes, replicating previously successful trading templates.
TUT became the first evident case. After Aster launched the TUT perpetual contract, leveraged funds quickly entered and amplified the uptrend. A new trading formula gradually formed in the market: early-stage BSC Meme + Aster launched contract + leverage funds.
This script was then quickly replicated with MUBARAK. Both TUT and MUBARAK are BSC old coins with a strong Binance community memory, and funds began directly searching for the "next TUT."
In the third round, after the rotation of old-school memes was completed, funds continued to spread to lower market cap tokens with stronger various labels.
- BROCCOLI: CZ's pet meme, representing the most direct personal narrative asset of CZ;
- TST: An unexpected rise of the BNB Chain tutorial test coin, representing an official ecosystem meme;
- BANANAS31, Binance's Life: Previously had a community base;
- BOT and other new coins: Significant increase in trading volume, but a stable narrative has not yet been formed.
This round of the market may simply need a token that has Binance affiliation, community memory, low market cap, and a new influx of traffic to become the next target of capital relay.
While CZ has not yet bought, the market has already rehearsed over a dozen candidate answers in advance...
reminds users that Meme coins have significant price fluctuations, mainly relying on market sentiment, community hype, and narrative drive. Lacking stable fundamental support, investors need to be aware of the risks.