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Published 1 Oct 2026, 18:09 UTC · fetched 13 Oct 2026, 05:55 UTC
Ansem 🐂🀄️
@blknoiz06
In reply to · 1 Oct 2026, 18:08 UTC · context given to the AI
pump/sol & pump/usd pairings, swapped some more solana into pump betting on weekly close > .0055 and .01+ shortly after already 5x off bottom from summer & leading altcoin thus far this cycle believe this breaking ATHs will raise ceilings for all new launches, still very underowned, yearlong accumulation & buybacks remain consistent with crosschain mobile app gaining traction ---- other general market thoughts zec 400 to 1600 in Q3, up from 40 in september of 2025, (500M -> 20B mcap) by far the top crypto performer of the past year, entering the double bubble turbulent area where price action becomes most volatile and blow off top ensues, i believe btc 2017 is best comp, aggressive uptrend+selloffs all year btc eth & sol holding above range highs after good move off the lows from the summer, pa has been clean, no large liq runs yet but believe most are still offsides, think higher before pullbacks hype & lit have been strong but recently sold off p aggro on robinhood perps integration news, believe this is the time period where it will make the most sense for hyperliquid & lighter to be aggressive with marketing, especially hyperliquid as i feel they have dominated but mostly exhuasted all of the liquidity of the crypto native cohort, hyperliquid has ~100k active traders? RH has 25M DAUs, want to see hyperliquid move aggressively into marketing towards more retail but also tradfi HNWI clients, am sure they are already thinking of ways to do this but is necessary step for them becoming 1T+ behemoth as Jeff envisions, partnership with Kraken on US integration is a big step this is also the area where i expect a lot of builders to capitalize, HL builder codes are designed in such a way that retail frontends can build easily on top, believe gamified hyperliquid mobile apps will be some of the most successful crypto apps this cycle, similar to trading terminals success last cycle with onchain coins, social trading has been huge sofar with onchain coins, but PNLs on perps are much larger & whoever figures out how to tap that liquidity wins huge ---- timing altcoins zec uptrend started sept 2025 hype uptrend started jan 2026 pump uptrend started july 2026 ZEHYPERPUMP still strongest 3 imo stating because i believe it will be important to be able to determine where different altcoins are in their market cycles, crypto does not trade one to one anymore, btc eth sol were all in downtrend for most of the year while hype outperformed aggressively, pump was in downtrend for a year straight while zcash pumped 20x, alt szns are an ever-rotating game, not something that happens all at the same time, being able to recognize when certain trends are beginning and others are ending is a necessary skill for compounding wins together if i had to guess in terms of timing macro trends in three parts, id say zec is in its last third, hype is in its middle third, & pump is in its first third it takes time for a base to build on assets before demand outweighs supply and uptrend begins & the opposite happens at tops when supply eventually outweighs demand go look at old coinbase & robinhood charts, same trend diff timeframe ----- anyway my point being i believe we are entering a new phase for alts doing well, onchain & cex alts, cex alts currently have extreme discounts because of how poorly they did last cycle, imo this is your opportunity for identifying gems in the piles of trash, because there are some out there and most still believe crypto is a scam there is a lot of sidelined capital looking for things to bid, VCs & smart retail alike the time to make your list of which coins to start buying is now, everything is floored ------ TLDR: Q4 bias: bullish, pullback + OI wipe in October, early bull market but late lev entries dangerous, high conviction spot positions safe highest conviction: PUMP invalidation levels: 74k, 73, .0034, 750, 95 concerns: rates/war/dxy strengththoughts on onchain ---- onchain bottomed before majors moved & we've had a few 9 fig runners past few months, good sign that ppl are going risk on again & retail is coming back ansem cashcat ai marscoin niu lai pons & stonk all topped at few 100Ms on first push, pons slightly higher as it caught some traction as a launchpad burning substantial % of token supply, i believe we are currently in the most important accumulation phase for onchain coins at the beginning of the bull market, it is the time period in which most still have bear ptsd, but there is growing group of interested capital adding fresh dollars to crypto + devs building again, & eventually these accumulation ranges lead to new highs across the board and are the most profitable trades for most retail as the bull market starts, ansem top holders have been mostly adding into volatility, will lead the first wave of onchain alts again IMO am betting that we see a lot more creative experimentation with what ppl decide to do with tokens this cycle, & a lot of focus on how to use retail's interest in speculation on building something more sustainable & incentivizing larger attention flywheels, launchpads are so popular because this is effectively what they do, they turn the trading volume generated from ppl interested in getting 100,000x returns on tokens into revenue towards one asset, i dont think we've seen the end of trading volume as a battery for powering new token economies at scale but i would be extremely dismayed if all we got this cycle was just more launchpads pure-play memecoins im conflicted on, reason being that the new token pairs game is so solved atm, there are serial deployers, snipers, new pairs trenchers who are all operating at scale trying to make $1000 1M times instead of holding something that launched at 0 to billions of dollars in market cap, this is a distinctly different environment than the one that existed last cycle when pepe, bonk, & wif all ran to 5B+, there was not 30k coins launching daily & when runners spawned there was a much higher tendency to bid what was moving than to look for a replica at 1/10000th the price, collective belief is currently very rare, & even rarer when most ppl refuse to bid coins above certain levels, & i dont think the token creation game is going to slow down at all, pump's revenue numbers during the bear market are a clear indicator of this ive coined the term "memefi" sofar this cycle as a way to describe people combining memetics with the innovative speculation games devs cooked up during defi summer in 2020, & i still believe this is the general direction onchain coins are going this cycle, im very bullish on NFTs making a comeback, & im very bullish on communities aligning and gambling amongst each other, crypto is cool because it enables devs to build in public and share the upside with tokenholders, devs using the newest ai models are going to keep getting better and better while retail is going to continue to speculate more and more, the combination of these two things makes it easy for me to believe that being an active trader onchain will be a great place to be over the next few years the coins that reach multi-billions need to find a way to manifest collective belief amongst a large group of holders again, & that usually happens when you create something that people have never seen done before so they don't have any ceiling to compare it toView original on X ↗
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