Ansem 🐂🀄️

“@Dior100x it's gonna be insane in this place when sol is at all time highs man”

“@CryptoUB lets go”

“i said similarly about robinhood when the stock was trading around $8 at the bottom bc i was mad they delisted solana at the lows, ended up buying at $14 when i realized my negative bias was probably consensus & actually a bullish catalyst if they continued to execute as a platform if pump's revenue numbers are real & price is down bc ppl dont believe the numbers & bc they dont trust team, then its an asymmetric buying opportunity, especially if they actually start listening to the community bc theyll fix the trust issues and their revenue numbers would also likely improve, it trades at like 2x p/e while hype trades at like 20x p/e letting your emotions get in the way of a trade is how you lose money + $ANSEM is the largest coin on pump, & the more ppl using their app the more ppl who also likely end up buying $ANSEM”

“got absolutely smoked on this btw, not great sign for the rest of these $1T IPOs coming down the pipe rest of the year will keep tracking it and wait for signs of bottom to form but in no rush to get back in this atm $SPCX https://t.co/w3P8xrBdDE”

“bought $PUMP here on the reclaim of old support @ .001675 thesis: making 30-40M a month during bear market for onchain, believe that $SOL will dominate retail activity again this cycle and https://t.co/1Sc1wp6gLc will be most likely beneficiary of this activity if that happens hard for me to believe that they don't see the opportunity in front of them by providing a stimulus package to the trenches w/ the airdrop, especially given historical precedent of how Jito & Jupiter jumpstarted onchain activity in late 2023, if they do airdrop 300M+ then volumes/attention/activity should improve meaningfully regularly competing w/ hyperliquid & polymarket for most profitable crypto protocol also just hard for me to believe that they don't want the token to do well as they own a meaningful amount of it which just started unlocking & their entire business is centered around allowing retail to speculate on tokenization invalidation at lows during unlock selloff around .0014”

“incredibly important for budding startups that are aligning token w/ equity through @MetaDAOProject & finding traction on @solana to do well will add credibility to the thesis of solana becoming the decentralized YC of the entire internet at scale, this is how $SOL hits new ATHs https://t.co/h2T87tMdzi”

“solana:So11111111111111111111111111111111111111112 | Solana Market Analysis | Weekly/Daily/Hourly 1W: been stuck in range of weekly candle from first week of February for five months now, range lows 67.5 range highs 106 failed to breakdown during high volume selloff + peak fear last month & reclaimed range, now retesting key weekly resistance level 81.5-88 1D: volume profile of the range shows majority of the action has happened between 78-92, w/ POC around 85, close to where we topped out at on this rally, the inefficient down move from 83 to 60 has been fully filled, on daily believe closes through June highs @ 83 would push us back to range highs, usually when you fail to breakout to one side of the range and reclaim you end up retesting the opposite side of the range am betting on us forming a higher low here in the mid 70s but believe price action will be choppy until we cleanly trade above the topside of this range > 106 good place to accumulate spot position for long term with weekly dollar cost avg buys, inval if we lose the lows from June 1H: retesting low TF demand at beginning of Q3 before breaking mtf range to upside, believe good spot to look for longs 72-75 w/ invals < 71 going into next week expecting retest of 83-85, extended targets 106 & then 150+ later in Q3”

“solana:So11111111111111111111111111111111111111112 | Solana Market Analysis | Weekly/Daily/Hourly 1W: been stuck in range of weekly candle from first week of February for five months now, range lows 67.5 range highs 106 failed to breakdown during high volume selloff + peak fear last month & reclaimed range, now retesting key weekly resistance level 81.5-88 1D: volume profile of the range shows majority of the action has happened between 78-92, w/ POC around 85, close to where we topped out at on this rally, the inefficient down move from 83 to 60 has been fully filled, on daily believe closes through June highs @ 83 would push us back to range highs, usually when you fail to breakout to one side of the range and reclaim you end up retesting the opposite side of the range am betting on us forming a higher low here in the mid 70s but believe price action will be choppy until we cleanly trade above the topside of this range > 106 good place to accumulate spot position for long term with weekly dollar cost avg buys, inval if we lose the lows from June 1H: retesting low TF demand at beginning of Q3 before breaking mtf range to upside, believe good spot to look for longs 72-75 w/ invals < 71 going into next week expecting retest of 83-85, extended targets 106 & then 150+ later in Q3”

“most great traders wait for price to CONFIRM momentum i try to predict the bottom before it's clear the bottom is in. that's the difference by the time sol reclaims 100 and bitcoin reclaims 80K, the easy money's gone https://t.co/Jn6Gp1wQYT”

“i have a thesis that buybacks don't actually work hyperliquid makes $800M annualized revenue pump fun makes $440M annualized revenue $HYPE trades at $65B FDV while $PUMP trades at $1.4B FDV both teams do regularly recurring buybacks with portions of their profits from the business but they trade at vastly different ratios to their revenues i believe the difference is not in how much actual revenue is generated by the business but instead its reflective of the trust premium ascribed to the team determined by their actions and decisions in the market, hyperliquid never overpromised anything, only focused on shipping product and emphatically rewarded their core users based on pre-determined metrics that contributed the most to the platform, the core users of hyperliquid have a very high trust rating with Jeff, & even if you believe the perps revenues are slightly more durable which maybe they are, i believe this trust premium on their execution and social alignment with the community is a major factor in why the token trades so well in contrast, pump fun made $1B in revenue, raised another $1B in their ICO, and promised an airdrop to users that was never delivered, even though they are one of the most successful and consistent businesses in crypto, they do not have social alignment with their core userbase and therefore do not have a comparable trust premium that hyperliquid has, recently it seems they've made concerted effort to improve comms and talk to community more, i believe that if they were ever to seriously focus attention on shifting this dynamic by actually doing the airdrop they've promised and responding to the concerns of their core user base, then the token would trade 10-15x higher, as it would also likely materially increase their volume, attention, and resulting revenues on their platform bitcoin makes $0 in revenue but has a ~$1.3T market cap, it has the greatest trust premium of any asset to ever exist, people know that there will only ever be 21M coins, and they know that the network will always continue to function no matter what to fulfill its necessary actions this is part of what ive been talking about when i say that there is intangible value that contributes to the valuation of a business in addition to the tangible value that is determined purely from revenues and other metrics trust, memetics, and attention are all very important and heavily underdiscussed in markets”

“very healthy price action on majors, $BTC & $ETH now catching up to solana:So11111111111111111111111111111111111111112 everyone was extremely bearish going into the lows two weeks ago & believe most on CT did not buy the bottom, ironically enough believe it was tradfi cash heavy buyers stepping in to scoop coins at yearly discounts CT heavily indexes on 4 year cycle timing & expected lows in Q4 of this year, believe smart money saw discounts + fear around Saylor situation while AI names were up a ton & started bidding Q3 will be very important for determining momentum going into the end of the year, a lot of people will chase if price action continues to be constructive even onchain showing signs of life, and institutions like @RobinhoodApp being openly bullish crypto & RWAs is a great sign to encourage more sidelined capital to allocate + forcing crypto native teams to be more on the ball w/ their strategies for growing the entire pie”

“see you at $150 $SOL https://t.co/dzm01dQrdj”

“@ExitLiqCapital lighter and robinhood L2s are sneakily best setup for an eth bull thesis in a very long time”

“@3rdeye_crypto $SOL bottom already in imo”