Ansem 🐂🀄️ @blknoiz06

well you're wrong on multiple fronts i am all in on this & i have actually never been all in on something in crypto before, usually i just trade the market as it comes & dont use any levers external to crypto this cycle i have 10x the network & influence that i did last cycle & will be using all of the levers that i have to make this as successful as possible, ppl are greatly underestimating network effects here that will play out over time i havent already won, if that was the case i wouldve logged out in 2025, im still here because i genuinely believe i can impact this place for the better & have high confidence that i can create something that makes ppl a lot of money this cycle and has staying power for a long time but outside of just me, there's an entire community on CT that has been waiting to align on something that people can actually believe in, crypto is attractive to your average person because its the only place where you can turn $100 into $1,000,000, this can only happen in the trenches, we've seen in happen with doge, pepe, bonk, wif, & others, if cycle bottom is in there is going to be an onchain play that prints a new group of millionaires, $ANSEM will be most talked about coin on CT and there is legitimately billions of dollars of sidelined capital waiting to bid majors and beta to majors thinking bottom is happening in Q4, OGs know the best way to bring attention to crypto is a new wealth creation event & thats why theres always something onchain that goes parabolic as the cycle is beginning i like when ppl are on the opposite side of my trades, its always when theres the best risk/reward for asymmetric returns, & now i have a reason to prove people wrong just like i did in 2021 & 2023

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

am high confidence i can make $ANSEM the most pve event of this cycle, the marketing that will happen across various public channels when there's 0->1B+ sitting in my https://t.co/1Sc1wp6gLc wallet will drive more attention here than any cycles prior, im usually pretty good at seeing whats going to go viral

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

$SOL | 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

when you're creating a new primitive that does not exist, you are going to fail attempting to pigeonhole it into existing archaic systems. the argument I am making is twofold 1) there is an intangible value reflected by attention and collective belief that memecoins accurately ascribe value to, and that influential creators have disproportionate impact in garnering this same attention 2) that it is possible for token holders to directly benefit from a slew of distinct businesses without having a defined claim on every company's cash flows i) I disagree that equity structuring solves the problem you are describing. It may solve this problem for a single company, but it does not scale when there are multiple different businesses involved and token holders get some value from each of them. Yes you are correct that the economic value of these businesses accrue value to me directly, but similarly to Hyperliquid, $HYPE holders do not have any official structuring where they are entitled to revenues from that business. The buybacks are entirely discretionary, and it works for tokenholders because of the trust associated with Jeff and the team. Blockchains as decentralized networks do not function the same way that businesses do, and their value is not tied one-to-one to specific revenues or some equity structuring. The holders of the native token of an L1 may benefit from burns, buybacks, or other mechanisms, but there is no defined relationship between how much revenue the L1 makes and its token holders. I'm defining this pursuit as an attempt in building the first tokenized attention network. The same way that we cannot effectively value blockchains based on antiquated stock-equity definitions, we will need to expand our perspectives for thinking through how to understand these new networks. I believe that there is actually a way to create much more value for token holders than just giving them a claim to the revenues that a business is making, especially if marketed in a unique way. This is even *more* true with creators in finance because a ton of the value is created when followers learn how to deploy their own individual capital through learning how to trade. If I teach 100,000 people how to trade and they each make $10,000, that $1B is completely misreported in any financial metrics around the revenues that I make as an individual or even in the businesses that I own. What I have been trying to explain in detail is that creators have value for people in a way that no existing financial instrument correctly portrays, which is why tokenization is vitally important here because tokenization is the best tool in the world for ascribing value to things that are usually intangible. Collective belief and trust is worth a lot. Yes, it is also true that the reason that these creators have value is because they are experts in generating attention and the attention that they generate from their fans turns into real revenues in sponsorships, brand merchandising, and other businesses, but I am highly confident that there is a possible way for the consumers of this content to also have access to the upside their own attention generates, & believe it will actually supercharge the relationship in a symbiotic way. It has just never been done before. ii) You are misunderstanding my comparison. I'm saying that yes Meta shareholders have legal ownership of the company, but Instagram *users* are completely locked out of the equation. This is a structural problem that I believe crypto and tokenization can uniquely solve. It is also not foreign to crypto to ascribe value to an asset that does not have durable revenues underneath, most notably Bitcoin. Bitcoin is the largest cryptocurrency by market cap. It does not make any real revenue and it is not a regulated business. Bitcoin’s value is derived purely from the entire network’s collective belief in its essence of a noninflationary asset whose underlying blockchain will continue to produce blocks. It is objectively true that social coordination around shared belief has massive value, $BTC is one of the only assets that accurately depicts this. I believe that tokenized attention networks will be similar in their construction, it's just that nobody has successfully built one yet. $ANSEM, or The Black Bull, as a meme represents a collective belief in BULL markets and a community emphasizing positivity and a desire to be autodidacts. iii) I disagree for the reasons I also stated above. I have helped a lot of people make money in markets, not all of that is easily represented by my personal assets nor my personal business revenues. There is substantial intangible value in these relationships between creators and fans that typical equity valuation metrics do not accurately capture. Simply because creator businesses are successful and there is no legal definition for a relationship between creator tokens and those businesses yet, does not mean the future state will look the same as the present. A decade ago "creator businesses" weren't even a thing. A decade from now we will be saying the same thing about tokenized attention networks. iv) Yes there is an enormous dependency on me as an individual, me owning 58% of the supply is a positive thing not a negative and part of the reason that the token has traded so well the past few weeks. There is plenty of liquidity in the market to absorb the trading volume as evidenced by the token consistently doing $50M volume a day across various liquidity pools. The intent with the airdrops is to not airdrop large portions of the supply at once to avoid meaningful disruption to price action. The first set of airdrops did not impact the price action of the token at all. v) I agree with you on this, there definitely will need to be other sinks around marketing that do not purely depend on token price. This is readily apparent by my existing large following which followed me without any token attached because of their desire to learn about markets and crypto. There are a lot of creative ways to add value here for token holders without depending solely on price going up, in addition to partnering with other protocols that also will add meaningful value. The relationships that I’ve built on crypto twitter over the past decade definitely have meaningful value and there is pretty clearly defined recurring activity between me and my followers over the time that I’ve been here. vi) yes a token is needed because it is the only way that followers also benefit from this upside. I disagree that the social network doesn’t exist yet as I feel like I have a strong network of people that I interact with here on a daily basis, now there is just added value to that. I do agree that retention will depend on whether the underlying product is useful without rewards, but that’s already proven to be true with the following that I’ve gained over the years. In relation to other protocols, yes there will be ones that do not have staying power, but it’s undeniable that it’s a serious advantage for protocols to want to incentivize activity from a group of token holders because of the amount of attention that group brings with them. Agree that I will need to better define how these partnerships work at scale, but it’s still early days! vii) Our core disagreement is that you need these traditional equity rules to define the value capture between token holders and the associated creator. I don't believe that you do, but even if you did, there needs to be someone bold enough to attempt to do this first as there cannot be rules built around something that doesn't exist yet. I appreciate the feedback and the acknowledgement that attention purely on its own can result in supernormal returns, but I believe it's possible to do both. To capitalize on the speculation around collective belief and attention, and also to create a sustainable methodology for creating value for those token holders. If $ANSEM is just a creator-backed memecoin with an unusually strong distribution channel, then it has a great shot at being one of the most successful memecoins of all time. If $ANSEM is also successful in building sustainable value around this network of people and defining how creator-fan relationships can be accurately represented in the future, then it will be the first incredibly innovative achievement around tokenization in the burgeoning creator economy estimated to be worth $2T over the next decade. That’s a bet I am willing to take 10 out of 10 times.

$ANSEM updates: have added approx. ~$400k in $SOL liquidity to LP past week or so, current priority is deeper liquidity + spot listings + growing holder base, the larger the network of token holders the more value there is for partnerships with other protocols & brands in the future same plan with staggering $ANSEM airdrops at higher market caps, nearly finished building out tools internally to easily send out airdrops instead of doing everything manually, priority is on adding as much value to the $ANSEM ecosystem as possible so airdrops are intended to be used as efficiently as possible - would much rather airdrop to individuals and protocols that are bringing in net new demand than just to ppl looking to sell on receipt, really like @0xgilbert 's hackathon idea of sponsoring teams to build cool things starting with new content & socials teams next week, so will accelerate output of media there instead of most of it just coming from this account w/ me bullposting + others doing so on their own - memes/gif folders, photos, video etc all otw a lot of great inbound from artists and content creators looking to contribute, i sent some funds out to @NeverGoon & @youngjazzeth to do some IRL onboarding, but if you have any interesting ideas there also dm me, planning to start using the https://t.co/4QyW7ZUG2U to so IRL bounties so people across the world can all contribute in different ways partnered with @ProsperityTime_ on giving away a patek with raffles in $ANSEM, all supply used for tickets will be burned https://t.co/QfOBoe68T5 only ~2.5 weeks in & could not have better timing with crypto majors finally starting to look good

why is $ANSEM different? - a lot of people TRUST me. I own 58% of the supply. People know I am using it in the best way possible and would never hurt the comunity - NOBODY is more all in on crypto than me. It's not possible

@JayZ0verrat3d are you in $ANSEM w/ us g

long space $SPCX long robotics $BOT long degeneracy $SOL long finance $HYPE long internet culture $ANSEM

i know it may be surprising to ppl but i actually spend a lot of time looking at the market and deciding which coins i believe will run, i bought a lot of memes when i started looking at solana again bc i thought bottom was close and believed onchain would heat up again when it eventually started its uptrend, similarly to what happened prior cycles, some of them were older memes, some of them were newer memes for a memecoin to do well it needs a community of people who are both good at making content and also good at going viral while also being generally likable to the average person, all three of these things are important, as well as how relatable the meme is to people - there are a few memes who have ppl that are just too negative for the coin to ever do well, and there are some memes that are just not relatable to your average person imo i did not hard shill any of them and wanted to see which ones would show the most market strength, some did some didn't, a lot of the older memes that people have been holding for awhile are not going to be net new interesting to someone, which is also another key factor in building momentum early because ppl want to feel like they are early to something and newer things always do better than old, there are a ton of memes that have been on the internet forever and dont do well as coins or needed multiple attempts to do so most of the memecoin volumes are done through pump fun & ppl kept claiming an onchain wallet ppl thought was me was endorsing coins so i made a pump account and attached my X to stop ppl from thinking im doing things im not, somebody else devved this coin that they sent me supply of, i dont know who they are, and i didnt acknowledge any of them for the first week or so instead waiting to see what the market would do, when i posted my account again it was to airdrop a portion of the creator fees that had been sent to my wallet as a stimmy to ppl since i know a lot do not have large onchain balances rn and it is ideal to have a starting balance when bull market is beginning, not to shill any one coin, ppl decided on their own to start buying the coin of which somebody sent me 65% & i acknowledged it after it had done more volume than any other meme in the past few weeks, me having a lot of the supply is a positive thing not a negative thing, because as the coin goes higher i can give it out to ppl who do not have a lot of money rn without causing a lot of sell pressure on the chart, and the black bull meme is easily relatable to anyone who trades markets, whether that is stocks or crypto, also im black and CT is hilariously racist, so theres an entire demographic of ppl who not only wont buy the coin but will hatewatch it go up while talking about it being a scam the entire time, it entices ppl who believe i am a good-intentioned person on here and also ppl who believe i have bad intentions, so it gets attention from all sides of the market and its easy to push because its my actual twitter alias

Market Bubble Ep. 8 post-show highlights: 0:00 sneak peek into "letter to the trenches" 1:20 where Solana's at and where I think its heading 7:30 thoughts on https://t.co/1Sc1wp5IVE 14:00 do I still believe in the 4 year cycle? 16:20 wtf is worldxyz 19:30 long Bitcoin, short Microstrategy is free 23:30 why we need to hold the $60K level on Bitcoin 28:30 never sell your Bitcoin like this guy. 34:15 will stocks slow down in Q3? 40:00 hyperliquid 42:50 SOL vs. ETH 48:20 Bullpen 1K competition 52:05 design my next competition 53:10 my thoughts on Kintara 1:03:19 bottom is close... 1:04:00 @papertrade_xyz 1000x perps launching soon

agree, also actually believe we need bitcoin to be seen positively, last cycle nobody on CT really held bitcoin, good time to add back to part of LT portfolio again cant get liquidated in spot, one of the best discounts on $BTC in years https://t.co/NjdxDWSPei

OK you got me. i'm long $BTC right now new quarter, and i'm treating today's low ($58k) as my invalidation. wont be risking it down to $55k clean spot to be

thesis around buying bitcoin spot here is same as its always been hardest form of money non-seizable by govts & transferable cross borders instantaneously w/ out hassle, not affected by persistent devaluation of dollars & long term store of value to preserve wealth digital gold thesis took a hit in 2024/25 as gold outperformed during its first real rally since not making new all time highs since ~2011, believe that all it would take for confidence to return to this thesis would be momentum to the upside agree w/ @_tolks on dxy strength & upwards movements in rates dragging down gold but we are near peak hawkishness as inflation should subside as strait of hormuz reopens & gives room for warsh+fed to cut instead of hiking, lots of people sitting on realized gains from ai stocks & will diversify into RE+Cash+long term SOV of which gold & bitcoin both fit into that LT portfolio, insti interest from people like Paul Tudor Jones still present even with current negative press of saylor situation ive been very bearish btc because of saylor & didnt think 60k would hold at beginning of june but am reacting as buyers stepped in at key level, feels like we are currently pricing in the peak worst scenario of him having to sell as is evident by price action with mstr & strc, even if he does need to sell btc wont have to do so for ~6 months+ buying bitcoin here into beginning of Q3 is good trade setup at long term historical support converging with worst sentiment ive seen on the asset

think $MU beats on ER makes a fresh new all time high & then thats the memory top for a couple months mag7 has already been notably weak and down off the highs, memory & semis have been carrying the market was wrong on SpaceX strength until first major unlocks which is another sign of retail buyer exhaustion in market imo, will cut this on sustained weakness below open price at $150 capex concerns become materially more important if open source models continue to compete w/ closed source at much lower cost as we've seen this narrative accelerate over past couple months & this has not become a mainstream view yet + need to research CXMT concerns w/ rates & inflation are real, believe bessent's comments today convey their concern w fed not cutting rates, believe that warsh removed forward guidance so that they can respond to activity in the markets & not try to calm markets ahead of time which means its likely that they will reverse course once its apparent inflationary shocks from hormuz were temporary especially if we have market weakness at the same time, gives good window from now to end of july when next fed meeting is for markets to cool off as theyve been straight vertical since end of march crypto has been the sad kid in the corner for past two years, but believe it is in great position now with a few tailwinds that also align with ones that would make the stock market weaker, if open source ai & decentralized inference becomes a popular narrative then solana is one of the best trades to take over the next 12 months that can benefit from startups building & tokenizing products around this narra, it is the only L1 performant & cheap enough to host various applications from all different market sectors, & has consistently proven its ability to fundamentally improve underlying infra while attracting talented builders, current concerns around monetary policy & token demand vs supply are being discussed fervently with simds 123/553/550 it is much harder to build a performant chain with retail interest than it is to change monetary policy around token, if the high capex costs US tech companies are spending turn out to not be as efficient then the money from ppl taking profits there will look elsewhere & crypto gains momentum fast off the bottom currently down ~80%, last cycle sol did well mostly as a memecoin chain and clipped previous all time highs of 2021, now there is focus on perps with jtx/phoenix/bulk, focus on tcgs & breakout success with cards, focus on privacy with arcium, & two dominant tokenization platforms with heavy incentives to support protocols that arent just memecoins with metadao & pumpfun, believe sentiment around onchain apps & tokenization is at peak bottom sentiment & that there are existing protocols onchain which will do very well once sentiment flips on crypto again, & we've seen this year with hype's performance that other L1s are not dependent on btc to do well, believe sol will be an outperformer and it will catch a lot off guard in early part of trend for bitcoin saylor & microstrategy concerns are real but theyve shown they are willing to dilute mstr holders to continue buying btc & shore up cash to pay preferreds, long btc/mstr pair seems like a good trade, but bitcoin is at very important level with 2021 previous all time highs & 200W moving average, 60k holding will mstr breaking support would be good sign for long term bottom being in hype has been weaker on LTFs since last week, lots of narra around its strength has been from tradfi eyes & think they are more valuation sensitive than crypto traders, revenues have been mostly flat even with hip3 success & may see more consolidation until those improve meaningfully into rerating higher overall think pump today then selloff after into beginning of Q3, think you get another chance to bid 60k btc & $60 on solana and thats the bear market low, frontrunning ppl waiting for 40ks & 40s

ive actually been extremely vocally bearish solana for over a year, i was even short it when it broke support couple weeks ago was one of my best trades, but at some point when it becomes consensus bearish & fundamentals start to shift for the better it becomes good spot to punt - i think bulk/jtx/phoenix is real narra, cards is real narra, backpack & xstocks is real narra, alpenglow & firedancer is real narra, & the simd's for improving tokenomics are also real narra it looks bad technicals wise because thats always how things look when r/r is best

full solo @MarketBubble stream highlights: 0:00 Won the Market Bubble Invitational trading comp! 0:54 Our next trading competition: the @BullpenFi 1→100K challenge 2:00 @pear_protocol x @BullpenFi: best weekly pear trade wins 50 $HYPE 4:20 New advanced hyperliquid charts on Bullpen! 5:30 The onchain edge polymarket has that nobody talks about 6:20 My read on Kevin Warsh's first FOMC 7:50 Deposit and withdraw crypto from your bank, 0 fees 9:00 Picking my first trade of the bullpen 1K: Minimax 11:40 How I'm trading minimax 12:50 Everything you can trade on bullpen 13:35 Why I'm long $MU $MRVL $SNDK into earnings 14:13 How I think about TA, live charting $MU and $INTL 19:50 Where I'm buying $MU 20:15 My $SPCX thesis and how I'm playing it 22:30 What's on my watchlist rn: $GOOGL $SOLS $BOT $SNDK 24:15 Where $HYPE goes from here 28:40 $BP vs $HYPE and why I'm investing in backpack 29:30 Answering your questions

@ThePhysiOG shorting majors and longing hype lol

"IS SOLANA BACK???" yeah... I bought $SOL earlier this week Sentiment is currently bad, but a few breakout wins on chain and this thing moves FAST

Everybody was saying all in short $SPCX I longed it last week live on the show I feel good about this trade, it was cool to be non consensus https://t.co/nkLctcYSoj

pretty significant spot here for bitcoin, retesting key weekly resistance level from this range around 65-66k, not looking for longs here as i think there are better things to long, but if it does close above likely retests 72k (im in this camp) if wrong & we see weakness below 63.8k then this is ltf bearish & think we retest 60k, would take that short if given w/ invals above the ltf consolidation prior to breakdown fomc minutes today 2:30 may influence direction