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Hey there, meme token enthusiasts and blockchain buffs! If you’ve been scrolling through X lately, you might have stumbled upon a thought-provoking thread by Ansem (@blknoiz06) posted on July 1, 2025, at 13:05 UTC. This thread dives deep into the underperformance of ETH/BTC and paints an exciting picture of what’s next for the crypto world—enter the DApps supercycle. Let’s break it down and see what this means for your meme token strategies!

Why ETH/BTC Is Struggling

Ansem kicks things off by noting that every time they tweet about ETH/BTC underperformance, the crypto community lights up with reactions—some supportive, some not so much. The core idea? The sluggish performance of Ethereum (ETH) compared to Bitcoin (BTC) reflects broader issues with infrastructure tokens in crypto. These tokens, which power the backbone of blockchain networks, aren’t capturing value the way they used to.

Think of it like this: back in the 2020-2021 bull run, crypto hit some crazy peak market caps that felt like a fever dream. But Ansem argues those were anomalies. Today, the market isn’t as hyped about new asset classes unless there’s solid justification. For many large-cap infrastructure coins (outside of powerhouses like Solana and Hyperliquid), their valuations are starting to look more like traditional startups—think Robinhood or Coinbase—without the user base or revenue to back it up.

The DApps Supercycle: A New Hope?

So, what’s the bright side? Ansem is bullish on the “DApps supercycle.” If you’re new to the term, DApps (decentralized applications) are apps built on blockchain networks that don’t rely on a central authority. The low friction for launching new ideas in crypto, paired with solid underlying infrastructure, sets the stage for a wave of innovative apps. These DApps start with low valuations but can generate significant revenue early on, which could breathe new life into the market.

This is where the excitement lies for meme token fans! Many meme tokens thrive on the virality and community engagement that DApps can foster. If the infrastructure supports diverse ideas, we might see a surge in projects that combine meme culture with real utility—think Pepe or Dogwifhat evolving into revenue-generating platforms.

Challenges for Infrastructure Coins

Not all infrastructure coins are doomed, though. Ansem points out that coins dominating activity—like Solana and Hyperliquid—have a fighting chance. But for others, the road is bumpy. When these tokens are valued like equity in traditional companies but lack users or revenue, it’s a tough sell. This shift suggests investors might start looking at smaller, more agile projects or DApps that can prove their worth quickly.

What This Means for Meme Tokens

For those of us at Meme Insider, this thread is a goldmine of insights. The DApps supercycle could be a game-changer for meme tokens, especially those built on Ethereum or Solana. Ansem’s optimism about low-valuation apps with early revenue potential aligns with the meme token ethos—start small, go viral, and cash in. Keep an eye on projects that leverage this trend, as they might ride the next wave of crypto mania.

In the thread’s replies, you’ll see a mix of serious takes and meme-fueled chaos (hello, Spider-Man and Pepe images!). One user, @MoEthWhale, even dropped a suggested 10-coin portfolio, blending BTC, Solana, and meme tokens like $FARTCOIN and $PEPE. It’s a reminder that while the analysis is deep, the community loves to keep it fun.

Final Thoughts

Ansem’s thread is a wake-up call and a beacon of hope. ETH/BTC underperformance might signal a maturing market, but the DApps supercycle could spark the next big thing in crypto. For blockchain practitioners and meme token lovers, this is a chance to dive into emerging projects, understand value capture, and maybe even spot the next big meme coin. What do you think—ready to ride this wave? Drop your thoughts in the comments, and let’s keep the conversation going!