Famous investor Murad predicts: early Meme coins will continue to outperform new projects, as bull run funds are pouring into high market capitalization "classic Memes".

Against the backdrop of an overall recovery in the memecoin market, renowned investor and memecoin enthusiast Murad Mahmudov has made a key prediction: early memecoins issued in 2023 and part of 2024 will continue to outperform new projects. This view is supported by market data — the total market capitalization of memecoins has risen by 17.33% in the past month, with significant contributions from established coins like DOGE and FLOKI. On-chain analysts indicate that funds are clearly tilting towards high market capitalization memecoins, reflecting investors' preference for the safety and consensus strength of "classic Memes" in the early stages of the bull run.

[In the Bull Run Craze, Established Memecoins Lead the Surge] Data shows that the overall market capitalization of memecoins has risen by 17.33% in the past month. The leading projects are all early-stage projects:

  • DOGE (DOGE): +22.3% (market capitalization leader memecoin)
  • Floki (FLOKI): +46.4% (ecological expansion memecoin)
  • Pudgy Penguins (PENGU): +116.6% (an exemplary NFT-derived memecoin) Market enthusiasm continues to rise, with the total market capitalization of memecoins increasing by 4.9% in just the past 24 hours, approaching the 70 billion dollar mark.

[Capital Flow Revealed: Investors Abandon New for Old] Anonymous analyst "boot" observed that savvy traders are collectively turning to medium to high market capitalization memecoins, while almost no one is interested in new projects launched in 2025:

"The most outstanding traders I know have completely turned to mid/high market capitalization memecoins. These coins are rarely newly issued in 2025... No matter how tempting the narrative, they never touch new projects." It emphasizes that, compared to low market capitalization or newly issued tokens, high market capitalization memecoins have a significantly stronger risk resistance. Murad clearly supports this view in his reply, predicting: "In 2023 and part of 2024, certain coins will continue to outperform the market."

[Big Shot's Position Evidence: Heavily Invested in Early Memecoins] Murad's predictions are highly consistent with his holding structure. The blockchain analysis platform Arkham Intelligence shows that his three most valuable holdings are all classic memecoins issued in 2023-2024:

  1. SPX6900 (SPX)
  2. Gigachad (GIGA)
  3. Retardio (RETARDIO) The net asset value of its investment portfolio has recently approached an all-time high, confirming the effectiveness of the early memecoin investment strategy.

[In-depth Analysis of the Underlying Reasons: Dream Premium and Cyclical Rotation] Analyst Ignas pointed out that the core reason investors are neglecting new projects is the lack of vision and misalignment of interests:

"When I buy tokens, I want to envision a grand vision. But most projects only promote functionality rather than ambition... Tokens should allow the community to dream together." Analyst Xero explains this phenomenon from the market cycle perspective, believing that we are currently still in the first phase of the memecoin bull run (capital accumulation period): "This is because we are still in the first phase. Before the emergence of new and innovative coins, we need the established coins to break through their previous highs multiple times." In this phase, funds often prioritize flowing into classic projects with a community consensus foundation and liquidity depth.

Conclusion: Murad's predictions combined with market capital flows point to a clear signal: at the beginning of the current memecoin bull run, classic high market capitalization MEME is becoming a safe haven for funds and a source of excess returns. This trend stems from investors' recognition of the community cohesion, liquidity safety margins, and 'dream premium' of early projects, and it aligns with the typical path of capital rotation in a bull market. Although new projects may still break through in phases due to hot narratives, the first-mover advantage and scale effect of established memecoins are evidently more attractive at this stage. As the bull market deepens, whether funds will spread to new projects remains to be seen, but 'buy old, not new' has become the consensus strategy for savvy traders.

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