Author: danny

Are you still scrutinizing CZ or the top female commentator's tweets, trying to find the right words to attack the "golden dogs" (a derogatory term for those who exploit others)? Then you might become "biofuel" in this top-tier meme conspiracy. This article cites an anonymous blogger's three-dimensional cone theory of memes, revealing the "hellish difficulty" for retail investors with an 82.8% manipulation rate. What retail investors see as "golden dogs" are nothing more than sickles precisely fed by scientists in a 0.45-second high-speed battlefield.

What's even more fascinating about this article is Binance's management's "strategic maneuvering"—how CZ and the top executive turned a helpless situation into a brilliant scheme, channeling chaotic keyword traffic into BNB Chain's top-tier financial funnel of self-production, self-sales, self-circulation, and self-accumulation.

While the masses are engaging in speculative gambles, tech giants are reshaping market dominance through robust technological infrastructure and retail-friendly mechanisms. This is an arms race that begins with memes and ends with infrastructure development.

Broaden your perspective and escape the doomed bottom of the cone. The crypto ecosystem is more than just memes!

The real Alpha isn't in the words themselves, but in the ecosystem infrastructure that carries trillions of users, and the interplay between stablecoins and RWA.

I. Meme Cone Theory: Deconstructing the "Hellish" Game Dilemma for Retail Investors

This paper proposes a Meme Cone Theory based on a three-dimensional coordinate system. This theory attempts to explain why the vast majority of memes are destined to be tools for exploiting retail investors, rather than vehicles for shared prosperity. (For more on the Meme Cone Theory, see: Why Do the Memes You Buy Only Decline? — Deconstructing the Growth Spiral and Volume of Memes Using First Principles)

1.1 Three-Dimensional Geometry of the Wealth Cone

The vitality and valuation of meme assets are determined by three core dimensions, which together form a geometric shape:

X-axis: Represents the core elements of a meme, its origin story (such as Doge's tipping culture and Pepe's sad frog totem), and the richness of community-created content.

Y-axis: Propagation potential energy and node network. It depends on the node hierarchy: from super nodes (such as Elon Musk, CZ) to second-level nodes (Alpha Callers, KOLs), and finally reaching the terminal nodes (retail investors).

Z-axis: Capital flow and liquidity depth, representing the real money injected into the system, i.e., the market capitalization and the thickness of the liquidity pool.

At the singularity of a meme's birth (t=0), the trough of the cone, the narrative is just beginning to emerge, and the nodes are limited to a very small, core circle or insiders, with extremely low capital. The geometric properties of the cone (and x*y=k) dictate that near the trough, even a tiny injection of capital (Δz) can lead to a dramatic surge in price (height). However, as the meme spreads, the upward extension of the cone is actually a process of continuously expanding its base radius.

Market makers and traders use industrialized methods to artificially inflate prices on the Y-axis (by bribing KOLs to promote trades) and Z-axis (by creating fake trading to pump the price) in a very short time, but the X-axis (genuine community narrative) remains almost nonexistent. Once the capital injection on the Z-axis stops, the price will not slowly decline due to the lack of support on the X-axis, but will instead collapse instantly.

Retail investors face "hellish difficulty" because when they see a token trending on Twitter, the token has often already completed the "accumulation-price surge" phase and entered the "distribution" phase, while retail investors mistakenly believe it is only halfway up the "cone".

1.2 82.8% manipulation rate – You're always getting caught by the sickle.

According to an academic-grade on-chain report in 2025, the meme market has evolved from early “lottery-type” speculation to “casino-type” fraud.

Research papers show that among all high-performing Meme tokens with returns exceeding 100%, a staggering 82.8% exhibited clear signs of manipulation. This means that what retail investors perceive as "golden dogs" are, in most cases, carefully designed traps.

Retail investors in the meme market face a comprehensive and devastating blow in terms of information, technology, and capital: the candlestick charts are drawn, the trading volume is inflated, the number of coin holders is fake, the dissemination path is paid for, and even the narrative is fabricated.

II. A Cunning Plan: CZ and He Yi's "Lyric Catchers"

The phenomenon of "nitpicking Twitter keywords" was the most controversial "traffic guerrilla warfare" of BNB Chain Meme in January 2026.

What may seem like a "helpless" situation to outsiders, but from a business and traffic perspective, isn't it also a kind of "playing along"?

Just as you can't stay home for fear of getting into a car accident, you can't remain silent just because your tweets will be memed. When retail investors and tech gurus scrutinize every word (or even an emoji) in CZ's or He Yi's tweets to create memes, the best approach isn't to stop them (because that's pointless), but to coexist with them.

This coexistence is reflected on two levels:

1. Proactively incubating and attracting traffic: In January 2026, the BNB Chain Foundation even publicly displayed its wallet address, directly purchasing several popular projects that graduated from Four.meme (such as Binance Life). This shows that the official team understands that rather than stopping this disorderly meme behavior, it is better to legalize and officialize it, turning it into bait to attract external liquidity.

2. A strategic conversion: You nitpick my wording to issue tokens, and I'll provide you with the fastest settlement and the most basic liquidity support. The official team knows that memes can't last, but as long as users deposit money into BNB Chain while "nitpicking" the wording, this money will eventually flow to Aster, Pancake, Lista, and Binance .

Thirty-six Stratagems Under Traffic Hijacking

Every meme instantly generated because of a single word related to CZ essentially proclaims to the entire internet: BNB Chain has the highest popularity, the most retail users, and the fastest response. This stands in stark contrast to its competitors in a market environment of scarce liquidity and sluggish crypto activity.

CZ and He Yi are well aware that Twitter is the birthplace of memes. No matter what they post—ambiguous, suggestive, or even innocuous tweets—it will become the basis for over-interpretation by those with ulterior motives. They have tried to stop this over-interpretation, but reality has given them a resounding slap in the face.

Since things have come to this point, if I cannot stop it, can I at least use it to my advantage?

If this interpretation can cause funds to flow back from competing chains such as Solana and Base to BNB Chain, can we do the opposite and harness this massive influx of traffic?

This has led to the formation of a closed-loop ecosystem based on meme traffic conversion, characterized by "self-production, self-sales, and self-accumulation." Retail investors must first deposit/transfer funds to the BNB Chain to purchase these "keyword memes," which not only consumes Gas and increases TVL but also boosts on-chain activity. Even if a project goes bankrupt, the funds remain within the BNB ecosystem (through LPs or transaction fees).

It has to be said that this is a top-notch customer acquisition strategy: using the popularity of Meme as "bait" to guide users to Binance's infrastructure.

III. BNB Chain's Breakthrough Strategy: A "Self-Produced, Self-Sold, Self-Circulating, and Self-Accumulated" Flow Funnel

Having grasped the harsh realities of memes, BNB Chain, through meticulous top-level design, transforms the speculative energy of memes into ecological fuel for the public chain. BNB Chain constructs a closed-loop "traffic funnel," optimizing infrastructure to ultimately channel the funds and traffic generated by memes into the entire ecosystem.

3.1 Top of the Funnel: Four.Meme and the Industrialization of "Fair Launch" (Self-Produced)

BNB Chain's Four.Meme launch platform is directly comparable to Solana's Pump.fun, aiming to capture the "ignition" flow during the initial formation of the Meme cone.

Four.Meme allows users to deploy tokens without any coding knowledge, for a very low fee of approximately 0.005 BNB. This significantly expands the asset supply side (potential assets on the X-axis).

The platform employs a Bonding Curve model. Once approximately 24 BNB of tokens are raised, the system automatically migrates them to PancakeSwap and destroys the LP privileges. This mechanism eliminates the risk of early pool withdrawal and exit fraud, providing retail investors with a relatively "safe" gaming environment (i.e., "fair launch").

3.2 The middle of the funnel: Binance Wallet's liquidity aggregation (self-sales)

To facilitate the smooth flow of funds within the funnel and lower the entry barrier, Binance has integrated its Web3 wallet with BNB Chain, allowing main site users to seamlessly participate in meme transactions and listing several meme-related products, such as Meme Rush and AI products.

To promote the spread of memes, BNB Chain also established a foundation to purchase memes that perform well in the secondary market, further boosting their popularity.

3.3 Funnel Bottom: Fermi Hard Fork and Rapid Destruction (Self-Circulation)

After the Meme token "graduates" from Four.Meme and enters PancakeSwap, BNB Chain uses underlying performance optimizations to handle high-frequency trading and capture value.

From the Maxwell hard fork implemented in 2025 to Fermi, this sub-second confirmation speed directly rivals Solana, improving the user's order-grabbing experience and compressing the arbitrage window for MEVs.

The high-speed network and low fees have spurred a massive number of transactions. Under the BEP-95 mechanism, every transaction burns BNB. Therefore, the more enthusiastic the meme becomes, the faster BNB deflates, the higher the ecosystem value, and ultimately, the more it supports infrastructure development.

3.4 Funnel extension: Flow overflow (self-precipitation)

After making money from Meme trading, users can deposit the funds into Lista to earn interest, or continue trading the Meme's contract on Aster.

Memes that perform exceptionally well in the market may also be included in Binance Alpha, thereby diverting funds and resources from the blockchain to the Binance main site, achieving the spillover and accumulation of liquidity from the blockchain to the off-chain.

Some say that Binance and BNB Chain represent Shandong culture, but this is incorrect; they are clearly exemplary examples of Chaoshan culture.

Collaboration, unity, and rapid circulation. Ensure that all water flowing into the ecosystem circulates within it before exiting, or simply doesn't exit at all.

IV. Starting with Memes and Ending with Infrastructure: The Arms Race of the Big Shots

In psychology, there is a phenomenon called confirmation bias, which means that people tend to seek out, pay attention to, recall, and believe information that supports their existing beliefs and ideas, while ignoring or underestimating contradictory evidence, thereby reinforcing their preconceived notions.

While everyone's attention is focused on discussing, trading, criticizing, and gossiping about memes, it seems everyone has forgotten that Web 3 and the crypto industry are not just about memes; in fact, memes are only a tiny part of it. Builders are still working quietly, and protocols, centralized exchanges (CEXs), and decentralized exchanges (DEXs) are developing features and products that drive industry development, but retail investors are turning a deaf ear.

The bigwigs at the exchanges are very clear-headed. They all know that the high-profile Meme is just a gimmick, and the underlying infrastructure is the lifeline.

What retail investors perceive as "putting the cart before the horse" is actually just a publicity stunt to generate traffic, with each exchange quietly seeking its own "singularity."

4.1 Binance: Arbitrage Mechanisms for Retail Protected Orders (RPI)

Binance's futures trading platform launched Retail Price Improvement (RPI) orders in November 2025. (Many people haven't discovered this feature yet!)

RPI orders are essentially post-only market-making orders, designed to match only non-algorithmic taker orders. This means that RPI orders are not only invisible to API users (typically high-frequency quantitative firms), but also not "eaten up" by toxic HFT traffic.

For ordinary retail investors, using RPI orders can help avoid being "preemptively" executed by high-frequency trading bots or subjected to "sandwich attacks." This translates to better execution prices and lower slippage. Essentially, this is a "safe zone" that Binance has created for retail investors in the brutal contract market; utilizing this tool effectively can significantly reduce transaction friction costs.

4.2 Bybit: AI-Assisted Tools and the Payment Sector

For retail investors who lack the skills to write their own trading strategies, Bybit has launched Aurora AI. This tool uses AI to backtest data from the past 7 days and automatically recommends the highest-probability trading robot parameters (such as grid trading ranges). It's a tool that "downgrades" professional quantitative trading capabilities for retail investors, enabling ordinary people to use algorithmic tools to combat market volatility.

Bybit also made a significant bet on the payment sector in Q3 2025, and has already made considerable progress in Asia and Africa.

4.3 OKX / X Layer: ZK Technology's Dimensional Reduction Attack

OKX's strategic focus is on its Layer 2 network, X Layer.

To coincide with the launch of X Layer, OKX conducted a large-scale OKB burn (total supply of 21 million) and designated OKB as the gas token for X Layer. This directly links the value of OKB to on-chain activity.

Furthermore, leading protocols such as Uniswap have already deployed on X Layer. For retail investors, the opportunity lies in investing in early native DeFi projects on X Layer, as these projects are likely to receive official liquidity support and airdrop incentives.

4.4 Bitget's Journey in US Stock Trading

Bitget is also expanding into new asset trading categories, such as US stocks, forex, and precious metals. In terms of public opinion, it has recently spawned a meme, a platform for "prestigious US stock traders," aiming to gain a foothold in the market.

V. Major Opportunities for Retail Investors: The Certainty of Ecosystem Infrastructure and RWA

If Meme is a tool used by exchanges to "harvest" attention and gas fees, then the real wealth effect lies hidden in the infrastructure that carries this traffic and the ecosystem projects that generate real revenue.

5.1 Escaping the Cone: Finding the Infrastructure "Shovel"

In the gold rush, those who sell shovels always make more money than the gold miners. Similarly, in the BNB Chain meme frenzy, the real winners are those who provide the infrastructure for trading, lending, and liquidity management.

The Fermi upgrade implemented by BNB Chain in January 2026 introduced Block Access List (BAL) technology, which reduces disk I/O bottlenecks and supports parallel transaction execution. This resulted in shorter block times and approximately 40% higher throughput for BNB Chain.

This performance improvement directly benefits on-chain high-frequency trading DEXs (such as Thena), lending protocols (such as Lista), and future on-chain games. These projects do not depend on the survival of a single meme, but rather benefit from the prosperity of on-chain activity as a whole.

5.2 RWA and LSDfi: From Gambling to Profitability

BNB Chain's strategic focus for 2026 has clearly shifted to RWA and LSDfi. This is a path to transform from an "air coin" to an "asset coin".

Unlike memes, which carry the risk of going to zero, RWAs (such as Ondo Finance and Stablestock) are pegged to real assets like US Treasury bonds. Projects like Lista DAO allow users to use these interest-bearing assets as collateral to generate the stablecoin lisUSD, thereby releasing liquidity.

Lista DAO provides BNB holders with dual rewards (staking rewards + DeFi rewards) by integrating Liquid Staking and CDP. This model locks up a large amount of circulating BNB, fundamentally supporting the value of BNB.

5.3 The combination of AI and Memes

AI projects within the BNB Chain ecosystem, such as MyShell, are attempting to combine memes with AI agents. These "product-based memes" or "functional NFTs" have a longer lifespan and higher technological barriers than pure image memes.

For ordinary people, instead of gambling at the bottom of the Meme's cone, it's better to invest in RWA and LSDfi in their early stages. These projects, backed by institutions, with clear business models and stable cash flow, are the real "asymmetric opportunities."

Web3 is too small to tolerate defamation, insults, and mere gossip.

Encryption is vast, vast enough to contain ideals, Builders, and wealth.

Finally, here's a picture:

Subtext: Broaden your perspective and escape the inevitable bottom of the cone. The crypto ecosystem is more than just memes!

BNB Chain Completes 30th BNB Quarterly Burn, Total BNB Value Destroyed Approximately $1.116 Billion

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