Group 1: Ethereum Overview - Ethereum has experienced a 25% decline in value in 2026 despite recent technical upgrades that have improved its performance [1] - The average transaction cost on Ethereum has significantly decreased from over $15 to approximately $0.15 due to recent upgrades [3] - The upcoming "Glamsterdam" upgrade, expected in the first half of 2026, will introduce proto-danksharding, enhancing scalability and reducing costs further [4][6] Group 2: Shiba Inu Overview - Shiba Inu, as a meme coin, lacks a substantial long-term use case, which undermines its investment potential [7] - The Shibarium Layer-2 chain built on Ethereum has seen minimal usage, generating only about $1 in chain fees and $81 in decentralized exchange trading volume [7] - The weak economic activity surrounding Shiba Inu raises concerns about its viability as a long-term investment [8]

Core Viewpoint - The cryptocurrency industry is largely unregulated and rapidly evolving, attracting market participants seeking quick profits, but many digital assets serve no real purpose [1] Group 1: Shiba Inu Overview - Shiba Inu (SHIB) has a market cap of $4.6 billion and has seen significant price increases since its launch in August 2020 [2] - The community, known as ShibArmy, plays a crucial role in maintaining the token's relevance and price stability [3] Group 2: Price Performance and Criticism - Shiba Inu's price is currently 91% below its peak, raising concerns about its long-term viability despite the overall cryptocurrency market performing well [4] - Critics suggest that the community supporting Shiba Inu is dwindling, indicating that the token may not return to its previous highs [4][7] Group 3: Investment Perspective - Long-term investors are advised to avoid Shiba Inu due to its price being heavily influenced by hype cycles rather than fundamentals, making it more suitable for traders [5] - The presence of Shibarium, a Layer-2 scaling solution, and ShibaSwap, a decentralized exchange, are positive developments, but the lack of developers limits the potential for greater utility [6][8] Group 4: Future Outlook - There is skepticism about Shiba Inu's ability to generate excitement among investors, with the possibility of a significant price decline over the next decade [9] - While a future bull market could temporarily boost Shiba Inu's price, any gains are expected to be short-lived, leading to a sharp decline afterward [9]

Core Insights - The article compares Bitcoin and Shiba Inu, highlighting their different investment profiles and potential for future gains. Bitcoin is viewed as a more stable, blue-chip investment, while Shiba Inu is characterized as a smaller, more volatile meme coin [6][11]. Group 1: Bitcoin Overview - Bitcoin operates on a proof-of-work (PoW) consensus mechanism, with a maximum supply of 21 million tokens, of which nearly 20 million have been mined [3][4]. - The price of Bitcoin has increased by over 120% in the past two years, bolstered by its reputation as "digital gold" and institutional adoption [9]. - Bitcoin's recent halving in 2024 has tightened its supply, further enhancing its appeal to investors [9]. Group 2: Shiba Inu Overview - Shiba Inu has a total supply of one quadrillion tokens, all minted on Ethereum's proof-of-stake (PoS) blockchain, and cannot be mined like Bitcoin [2]. - The price of Shiba Inu has fallen by nearly 10% over the past two years, struggling to gain value due to its lack of scarcity and a smaller developer ecosystem compared to Ethereum [10]. - Shiba Inu's Layer 2 network, Shibarium, is still small compared to Ethereum and other developer-oriented blockchains, limiting its growth potential [10]. Group 3: Investment Potential - A $200 investment in Bitcoin in 2010 would be worth $6.4 billion today, while the same investment in Shiba Inu in 2020 would have grown to $1.2 million [5]. - For Bitcoin to turn a $10,000 investment into $1 million, its market capitalization would need to rise 9,900% to $193 trillion, making it the world's most valuable asset [12]. - Bitcoin is expected to outperform Shiba Inu in the long term due to clearer catalysts and a more established market position [11][14].

Core Insights - Shiba Inu (SHIB) has seen a significant decline of 60% in 2025, making the prospect of reaching $1 or $0.01 unrealistic due to the astronomical market cap required [1][2] - The current supply of Shiba Inu tokens stands at 589 trillion, creating a vast supply gap compared to Bitcoin's 21 million and Ethereum's 120 million [2] - To reach a market cap of $1, SHIB would need to achieve $589 trillion, which is over 130 times the value of Nvidia [2][3] Supply and Market Cap Analysis - Achieving a price of $0.01 would require a market cap of $5.89 trillion, nearly double the total market cap of all cryptocurrencies combined [3] - The supply of SHIB tokens makes it nearly impossible to reach significant price points without an unprecedented increase in market cap [2][3] Ecosystem Challenges - The Shiba Inu team launched Shibarium, a Layer-2 blockchain, in August 2023, aimed at creating a deflationary mechanism through automated token burns [4] - Initial adoption of Shibarium was promising, with up to 4 million daily transactions, but has since plummeted to only a few thousand [4][5] - The Total Value Locked (TVL) on Shibarium struggles to remain above $1 million, significantly lower than other Layer-2 solutions [5] Project Development Issues - Other projects within the Shiba Inu ecosystem, including a privacy Layer-3 blockchain and a metaverse initiative, have faced delays and lack of updates [5][6] - The Shiba Eternity gaming project has only attracted a niche audience, indicating limited engagement with the broader market [6] Deflationary Mechanism Failures - The deflationary narrative of Shiba Inu has faced severe setbacks in 2025, with weekly burn activity dropping by 96.96% [9] - As of late December, there were no token burns reported in the past 24 hours, effectively halting the deflationary strategy [9] - At the current burn rate, it would take over 521,000 years to eliminate enough tokens to justify a price of $1 [9]

Core Insights - The article discusses the aspirations of meme coins like Dogecoin and Shiba Inu to reach the $1 price target, highlighting the unrealistic nature of this goal given their current market conditions and tokenomics [1][2]. Group 1: Price and Market Cap Analysis - Dogecoin is currently priced at approximately $0.18, while Shiba Inu is at $0.00001, indicating a significant disparity in their potential to reach the $1 mark [2]. - Achieving a $1 price for Dogecoin would result in a market cap of $151.6 billion, whereas for Shiba Inu, it would imply a market cap in the multi-hundred-trillion range, making the latter's goal virtually unattainable [3]. Group 2: Tokenomics and Supply Dynamics - Dogecoin has a circulating supply of about 151.6 billion coins, while Shiba Inu has a staggering 589.2 trillion coins, complicating the feasibility of reaching the $1 price point for Shiba Inu [3]. - The rate of coin burning for Shiba Inu through its Shibarium Layer-2 network has been negligible, with low network activity since its launch, suggesting a lack of sustainable value to attract new users [5][6]. - Dogecoin's tokenomics involve a fixed issuance of 5 billion new coins annually, which means that while the dilution rate decreases over time, the path to $1 becomes increasingly challenging [7]. Group 3: Investment Thesis - Both Dogecoin and Shiba Inu are currently priced under $1, but they are not equally likely to reach that target, emphasizing the need for a solid investment thesis before purchasing either asset [8]. - Despite the preference for one over the other, the article concludes that there is no compelling investment thesis for either Dogecoin or Shiba Inu, suggesting that they are not suitable for investors looking to grow their money [9].

Core Viewpoint - Dogecoin is expected to maintain a higher market value than Shiba Inu by 2030 due to its superior brand recognition and access to investment channels [1][3]. Group 1: Brand Recognition - Dogecoin has a market cap of $30.6 billion, significantly larger than Shiba Inu's $6.1 billion, indicating a strong lead in the meme coin market [3]. - The brand recognition of Dogecoin far surpasses that of Shiba Inu, which is crucial for long-term success in consumer products and cryptocurrencies alike [3]. Group 2: Access to Investment - Dogecoin has gained access to investment through a recently approved exchange-traded fund (ETF), allowing more investors to buy into it, while Shiba Inu lacks such access [4][7]. - The widening access for Dogecoin is expected to attract more capital, enhancing its market position compared to Shiba Inu [4]. Group 3: Utility and Development - There are ongoing discussions within the Dogecoin developer community about enabling smart contract support and potentially launching a Layer-2 (L2) chain, which could enhance its value proposition [5]. - Shiba Inu's existing Layer-2 chain, Shibarium, has minimal throughput and economic activity, limiting its growth potential [8]. Group 4: Competitive Landscape - Shiba Inu is currently not well-positioned for growth, facing significant headwinds in the competitive landscape of meme coins [6].

Core Insights - The Shiba Inu (SHIB) token is facing significant challenges in recovering its price, attributed to fundamental structural issues rather than mere market volatility [1] - Analysts have declared that SHIB's ambition to reach the $0.0001 price level is unrealistic due to its core deficiencies [1][5] Structural Challenges - The Total Value Locked (TVL) on Shibarium has consistently remained below $1 million since early October, indicating a lack of ecosystem utility and adoption [2][4] - There is a mismatch between SHIB's massive circulating supply of approximately 589 trillion tokens and the slow pace of its deflationary mechanism [3][5] - The low TVL on Shibarium suggests that development efforts have not resulted in meaningful network activity or user adoption, with SHIB's market capitalization still in the billions [4] Utility Deficit and Market Trends - A significant factor in SHIB's struggles is the rotation of capital within the crypto market towards sectors that offer tangible utility [6] - As the Web3 trend shifts from "meme" projects to those providing real-world value, SHIB is losing ground to more utility-focused projects [7]

Core Insights - Shiba Inu has experienced a significant decline, down 54% for the year and 89% from its all-time high in October 2021, indicating a lack of recovery prospects [1][4][6] - The launch of Shibarium, a new Layer 2 blockchain aimed at enhancing utility through decentralized finance and gaming, has not yielded the expected results, with Total Value Locked (TVL) on Shibarium being less than $1 million compared to Shiba Inu's market cap of approximately $6 billion [2][3] Investment Considerations - The current market position of Shiba Inu suggests that it no longer ranks among the top 20 cryptocurrencies by market cap, prompting a recommendation for investors to seek better investment opportunities [4][6] - Analysts have identified ten stocks that are considered more promising than Shiba Inu, indicating a shift in investment focus away from meme coins [7]

Core Insights - The crypto market experienced significant volatility following U.S. President Donald Trump's announcement of a 100% tariff on China, leading to a flash crash on October 11 that wiped billions from major tokens [1] - Memecoins Dogecoin (DOGE) and Shiba Inu (SHIB) showed notable recovery two days later, indicating resilience in the market [1] Dogecoin (DOGE) - DOGE saw a nearly 50% drop to $0.11 during the selloff but rebounded to around $0.21 by October 13, marking an increase of over 12% in 24 hours [2] - The rebound was supported by whale accumulation, although concerns remain regarding its inflationary supply model [3] - Analysts noted a strong long-term trendline for DOGE, with a recommendation to buy at $0.19, but technical indicators suggested slowing momentum [4] - The House of Doge, the corporate arm of Dogecoin Foundation, announced plans to go public on NASDAQ with Brag House Holdings, Inc. [5] Shiba Inu (SHIB) - SHIB rebounded from a low of approximately $0.0000085 to $0.0000109, recovering nearly 10% with trading volume increasing by over 39% [6] - Burn activity surged by over 8,000% in a 24-hour period, reducing circulating supply [6] - The development of Shibarium, SHIB's Layer-2 network, is seen as a catalyst for its growth beyond meme status [6] - A recent incident where Shiba Inu developers refunded $4 million to users after a hack helped restore trust within the community [7]

Overview - Shiba Inu ($SHIB) 从 Meme 发展为模块化帝国 [1] - SHIB 生态系统正在建设中 [1] Ecosystem Development - SHIB 生态系统包含区块链、DEX、NFT、元宇宙、AI 和 DAO [1] - Shibarium (ETH L2) 提供低费用和快速交易 [1] - ShibaSwap 是 SHIB 生态系统的一部分 [1] Community - SHIBArmy 是一个庞大、忠诚且具有病毒式传播能力的社区 [1] Origin - SHIB 由 Ryoshi 于 2020 年 8 月推出，目标是成为 "Dogecoin killer" [1]