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”

“ai16z walked so virtual could run so $imd could fly https://t.co/MEt9tOJxcg”

“@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”

“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”

“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”

“teams who select diamond to launch have to buy+burn $100k in $ANSEM before launching, next step is team reaching out to us with all of their info & plans before actually launching the coin that’s the curation part of it, no it is not possible to ensure all coins are successful but it is possible to ensure that all launches who want to market to $ANSEM holders add value to the network by either buying+burning $ANSEM and airdropping portions of their token supply & its much less likely for a team to spend $100k & go through that process if they’re going to rug, but for $ANSEM holders they benefit regardless and can buy more of the diamond tier coins after waiting to see how they do in the market & the marketing teams receive from airdropping coins far outweighs the sell pressure imo, can compare your average launch to anything closely tied to the $ANSEM eco for confirmation of that, 99% of coins top at 30k market cap bullpen nfts & bulltoshi nfts have consistently been top nft projects by volume, & anything mentioned in discord + here on my account gets way more of an attention+volume boost than whatever the sell pressure would be worth I didn’t expect so many people to burn this much $ANSEM so fast tho there’s already been about .1% of the total supply burned, thesis will be much more solidified once there are some coins on the launchpad that are doing really well, we will see over the next month or so but I’m highly confident the thesis will be clear and it’ll generate a lot of additional demand for $ANSEM yes dexscreener is pay to play, but they don’t have a coin, z500 leaderboard being pay to get featured directly accrues value to all $ANSEM holders”

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

“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”

“don't think there has ever been a better opportunity for crypto to show relative strength while ppl are taking profits on ai stock names that are up 50x+ over the past year hyperliquid & lighter all time highs price discovery great start solana onchain metrics ATHs great sign”

“solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump updates: adding $SOL liquidity from creator fees to LP so easier for price to absorb sells from early buyers & deeper liquidity for new whales to buy will prioritize airdropping $SOL to best bagworkers on socials so there's net buying pressure on solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump from continued virality for solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump airdrops will stagger them at higher market caps, with added bonuses for longer hold times + ppl putting out quality posts + ppl doing IRL activations + ppl building community tools, tracking at https://t.co/bcooKtvatf stop sending me large supply of new coins attempting to vamp existing ones off attention, if it's something novel then just airdrop supply to all solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump holders talked to @_TJRTrades & @brezscales on the normie marketing funnels on instagram & tik tok, aligned on putting content out across diff socials have already hired some ppl for socials, marketing, design, writing - working on re-organizing the existing pages & content/storytelling full transparency all decisions w/ supply for team/marketing will be made from the public pump fun wallet, so don't be alarmed if there's any movement there, don't have anything to hide and don't have any side wallets sidebar: if anybody knows best way to setup online quests for holders to interact with different protocols please let me know, want to incentivize people who are new to crypto to use apps & be rewarded for doing so - believe that its important to utilize attention properly and direct it to the right areas, even better if you can come on @MarketBubble goal is to onboard as many new people to crypto as possible, while allowing them to speculate on a coin representing the emergence of a new bull market, and building a community of people who win and help others win by sharing good info & positivity while learning from each other + do the largest airdrop in crypto and encourage other successful protocols to do the same DM w/ your talents if you would like to help this has all been very grassroots and community aligned and will continue to be appreciate the patience w/ everything have been doing most of this solo & now have team helping me build some tools to make things easier”