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Chronicles

The story behind the story

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Meme-based coin Shiba Inu rose about 160% this week, briefly surpassing dogecoin to become the eighth biggest cryptocurrency by market cap

Reuters

Context & Ripple Effects

Shiba Inu's 160% week is the second act of a script Dogecoin wrote earlier in 2021, when a 40% single-day surge carried it to a $69B market cap and fourth place among cryptocurrencies. The difference is that Shiba Inu is now briefly taking Dogecoin's own spot — the joke coin has become the thing to overtake.

The pattern is old, too: back when Dogecoin first crossed $1B in January 2018, its own creator called the rally a sign of broader market excess, noting the code hadn't been updated in two years. Shiba Inu's run repeats the setup — a meme asset with minimal utility absorbing retail flows — while its team responds by building actual infrastructure like Shibarium and the Doggy DAO.

First-order effects

  • Shiba Inu holders see the immediate gain, while Dogecoin loses its unchallenged claim as the dominant meme coin, briefly slipping to ninth place as Shiba Inu takes the eighth-largest market cap.

Second-order effects

  • The price gap between the two coins feeds the decimalization psychology Bloomberg documents: retail buyers treat a cheap-per-unit coin as more upside, pulling flows toward Shiba Inu and forcing Dogecoin's community to compete on narrative rather than scarcity.

Third-order effects

  • If the pattern holds, meme-coin leadership keeps rotating with each retail cycle — and both coins' subsequent slides from their peaks (Dogecoin down 80%, Shiba Inu down 65%) suggest these rankings are transient, with Shiba Inu's Shibarium and DAO push an attempt to convert meme momentum into durable DeFi utility before the cycle turns.

The trend: Meme coins are cycling through successive retail-driven surges that briefly reshuffle the market-cap rankings, with each project racing to add utility infrastructure before the speculative wave recedes.

Discussion

  • @elonmusk Elon Musk on x
    @Filasophical @ShibaInuHodler Out of curiosity, I acquired some ascii hash strings called “Bitcoin, Ethereum & Doge”. That's it. As I've said before, don't bet the farm on crypto! True value is building products & providing services to your fellow human beings, not money in any f…
  • @thestalwart Joe Weisenthal on x
    HOW DOGECOIN BECAME THE BOOMER MEMECOIN For the @markets newsletter, I wrote about how Doge is boring old dead money, and why other dog-tokens like Shiba Inu are what's cool right now. With thoughts from @Lauren_invests and @ericspiegelman https://www.bloomberg.com/... $SHIB $DOG…
  • @cokedupoptions John W. Rich on x
    Ethereum is the next Bitcoin Dogecoin is the next Ethereum Shiba Coin is the next Dogecoin Losing everything is my next trade
  • @kaigreene Kai Greene on x
    Lol... you have it the other way around. Nodbody buyin doge EVERYBODY BUYIN #SHIB https://twitter.com/...
  • @kassydillon Kassy Dillon on x
    Glad I have both. https://twitter.com/...