Ansem 🐂🀄️

“onchain bottomed first, majors did not move until after, coins going from 0-> few hundred million in few weeks will always result in a 75-80% drawdown & consolidation afterwards, next leg up will be led by majors & cex alts btc/hype/zec/pump etc, which will increase retail interest & continued traction of mobile apps will lead to the next leg higher for onchain coins, believe pump at all time highs will be great catalyst for higher ceilings for onchain coins”

“there are demons on the 1 minute chart trying to convince you that the $BTC chart is somehow bearish stop listening to the demons, the pain trade is up https://t.co/nKlHbSCZhm”

“@Sp1cytrenches most important level was .0048-.0054 imo, retest held -> ATHs soon https://t.co/Wfcl9JF6XY”

“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 strength”

“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 strength”

“FIRST SHIFT IN HIGH TIMEFRAME MARKET STRUCTURE SINCE THE TOP IN JANUARY OF 2025 IF YOURE NOT ALLOCATED ITS TIME TO START PAYING ATTENTION https://t.co/bcK2xXbYz2”

“we are entering the singularity, dollars are going to be worthless as they are all printed+invested in the pursuit of achieving agi in the bull case where agi happens, holding bonds instead of assets will be very expensive when the largest companies dramatically increase their revenues in the bear case where agi does not happen & we get hyperinflation, you will need to be much more incentivized to be holding dollars therefore it makes sense why there must be a higher yield to hold debt instead & also why bitcoin is going to $1M per coin, the market is pricing in the probability of the doom loop or the probability of achieving a sentient ai god at the same time”

“ppl are suffering from bear market ptsd, they cannot envision previous all time highs let alone the wealth creation that comes with bull markets where we break ceilings established from years past if you're betting on crypto growing as an industry over the next few years, you are not going to get a much better opportunity than right now to deploy capital the issue is most people thought the entire industry was dead forever a few months ago, people were genuinely writing longposts stating how we would never get another bull run”

“there's still too much capital waiting on the sidelines for me to start de-risking here BTC is sitting around a major range, ETH has already shown some relative strength, and onchain has been running hot enough that taking profit here makes sense for a lot of people i'm still leaning the other way fund flows have picked back up, fresh money keeps finding its way into majors, and plenty of capital still hasn't participated in the onchain move yet chop around these levels makes sense, but i still think there's more money left to enter than people expect”

“flash crash in september at some point but from higher i don't think we go below these numbers. quote me on it bitcoin:native $74k zcash:native $750 ethereum:native $2,350 solana:So11111111111111111111111111111111111111112 $95 hyperliquid:native $73 https://t.co/D8j5a1DCp7”

“flash crash in september at some point but from higher i don't think we go below these numbers. quote me on it bitcoin:native $74k zcash:native $750 ethereum:native $2,350 solana:So11111111111111111111111111111111111111112 $95 hyperliquid:native $73 https://t.co/D8j5a1DCp7”

“this month for solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump i think we see a higher lows and higher highs cylinder consolidate consolidate consolidate then it rips only thing 2 assets do: accumulation or an impulse move https://t.co/OpP3b1buhr”

“will flipped bullish on bitcoin right near the bottom mid last year he veered off crypto. new unlocks dumping, no new narratives, stocks and AI were ripping, then a consolidation on gold now he's back bullish on crypto slowly, then all at once https://t.co/a7RNlSD5qx”

“onchain is a tad hot but majors are quiet as a mouse, hype & zec consolidating at aths very peacefully, btc/eth/sol consolidating under key resistance levels retail metrics clearly up and to the right on fomo & pump robinhood hard shilling their chain to 20M actives daily continuation up seems like the better bet than caution IMO especially if not giga levered, onchain should be the only leverage ppl need”