X account @ytflzyyds shares the “Fat Movement Thesis,” arguing that long-term holders and people who have not yet participated can drive successful Meme coins to develop into community movements.
Article
The assets with the greatest potential do not necessarily need to generate revenue; instead, they can absorb wealth from elsewhere like an “empty cup”!
Value will flow to tokens that meet both conditions: existing holders are willing not to sell for the long term, while a large number of potential participants have not yet joined. He calls this logic the Fat Movement Thesis, arguing that truly successful Meme coins will ultimately develop into community movements with committed holders.
Key points
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The assets with the greatest potential do not necessarily need to generate revenue; instead, they can absorb wealth from elsewhere like an “empty cup”!
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Value will flow to tokens that meet both conditions: existing holders are willing not to sell for the long term, while a large number of potential participants have not yet joined. He calls this logic the Fat Movement Thesis, arguing that truly successful Meme coins will ultimately develop into community movements with committed holders.
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