source avatarFred Velez

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I CAME FOR THE MEME. NOW I’M READING MICRON EARNINGS. A little blue guy running a knockoff chip factory got me paying attention to $MU. Now I’m reading earnings, looking at Micron charts and trying to understand why everyone keeps talking about high-bandwidth memory. Kind of a ridiculous way to get into semiconductor research. But here we are. And it got me thinking. WHAT HAPPENS WHEN PEOPLE MAKE THAT TRIP IN REVERSE? @MicronTech → ~66,000 followers on X @TEMUonBASE → 479 followers on X There are people on here who’ve followed Micron for years. They know the business, they argue about the memory cycle, and they’ve got a group chat full of people who care about the same thing. Imagine one of them sees that blue guy running a bootleg chip factory and sends the video to the group chat. Now the joke is about a company they already spend half their week talking about. That one share barely registers for Micron. For a project this small, it could be how a whole new pocket of people finds it. And I’d pay more attention to who comes back for the next video than how many views the first one gets. THE MEME ALREADY HAS A FOOTPRINT IN TOKENIZED MICRON. TE/MU’s dashboard showed 14.46 $MUc in its pool. That’s about 11% of the tokenized Micron held across the pools the dashboard tracks. A typical buy goes USDC → $MUc → $TE. So people buying the meme are already trading through the onchain Micron market along the way. That’s where Jesse Pollak’s grandma-and-grandpa example gets interesting. If more activity attracts deeper liquidity to the pools people actually use to buy $MUc, they could get a better fill. Grandma gets her tokenized Micron. Somebody else gets another episode of the blue guy. I’d love to see the $MU crowd make the joke their own. If that starts happening, I can see how this little $TE/MU meme becomes Micron’s unofficial mascot on Base. And if you’ve been following $MU longer than I have, I’m curious. Would you send one of these videos to your Micron group chat?

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