Research
Log In
Pro
Memecoins

Systematic Memecoin Investing

Jun 4, 2024Ā ā‹…Ā  6 min read

The article delves into the role of memecoins in the crypto market cycles, emphasizing their predictable behavior and explosive returns. Highlighting memecoins' position as a later-stage speculative asset beyond traditional sensibilities, it explores a heuristic-based investment strategy outperforming market-cap-weighted smart contract platforms significantly. By tracking memecoin market cap thresholds, the strategy shifts allocations between memecoins, smart contracts, and cash, showcasing remarkable returns. However, the article also acknowledges the evolving landscape of memecoins, with increased popularity challenging the predictability of historical patterns and emphasizing the necessity for adaptability in memecoin investments.

Upgrade to Messari Pro to read this report

Pro Subscription
$75.00/ month, billed annually

Annually

Professional-grade Research Reports covering the latest trends and assets in the crypto space

Fundraising Screener to track trends across 14,000+ crypto funding rounds, 500+ M&A Deals, and 10,000+ investors

Unlocked Enterprise Research Reports 90 days after they are published

Full access to advanced asset screening with custom filters, queries, and metrics

Real-time Governance Tracker covering proposals from their initial stages through votes and implementation

Advanced AI Digests with all of the features in Lite plus Key Developments for major protocol changes

Upgrade to Pro

Already a member? Sign In

Dustin was previously the Enterprise research director at Messari. He has a broad focus across crypto with a particular interest in AI x Crypto, Consumer financialization, DeFi, and general infrastructure.

About the author

Dustin was previously the Enterprise research director at Messari. He has a broad focus across crypto with a particular interest in AI x Crypto, Consumer financialization, DeFi, and general infrastructure.