Ansem 🐂🀄️ @blknoiz06

RT @zinceth: most entertaining + absolute best case scenario is $ANSEM winning the battle of i…

RT @patrickthedaddy: read through the thesis the biggest difference i noticed is that he doesn't want people to see $ANSEM as just another…

it's just because a lot of the capital left onchain atm is mercenary capital, that capital does not have high targets for coins bc they slam size when they have advantageous positioning and get out into the first spike of volume and look for the next spot this is the case because only a few ppl right now believe that onchain alts can go higher than the highs that they made last cycle, onchain did so well on solana in 2023 because people were using doge as a frame of reference for memes *and* there was an influx of new capital onto the chain that hadn't been there before, ppl were bullposting + bagworking instead of rotating aggressively and playing defense this will change once you have a coin that goes higher than people expect because it will do two things 1) it will meaningfully change traders' behavior to hold for larger multiples or fear missing out on rallies instead of hyper-rotating 2) it will bring in net new capital because once retail sees coins doing really well onchain and people making a lot of money that's when we get new entrants into the space again all you need is a giga-runner to change conditions, change behavior, and entice new capital

Bitcoin created Proof of Work, Ansem created Proof of Bagwork

RT @cozypront: The level I’m looking next for #Bitcoin is $72,500

RT @giovannipopulo: $ANSEM's LP went from near zero to $8.5M in TVL between June 24 and July 6 (2 weeks), and now settled back to $5.51M .…

my guy @zqinfo did some great data analysis of the impact of $ANSEM on the trenches primarily https://t.co/vxui1An2KY & solana a lot of positive externalities so far https://t.co/PEGgpAhMpP

if you want to integrate $ANSEM into your protocols in some way please reach out to me or @zqinfo or the @BlackBullSol account, have missed a lot of messages bc DMs are so slammed

good morning team $ANSEM x @solana summer 🐂🀄️

RT @Kaiser100x: Fully dissected the entire $ANSEM thesis Here’s my TLDR: the reason i belie…

RT @jased37: Just read the full $ANSEM thesis. My TLDR: • The Problem: Memecoins are great at capturing attention but historically fail t…

follow the $ANSEM page @BlackBullSol

RT @cozypront: Read this and understand why $ANSEM is going to multi billions

RT @meilinxbt: thanks for the discount on $ANSEM. i just bought another $1m worth. :) i’ve made over $5m trading memecoins, and if there’…

RT @KyleSamani: I have never been much into memecoins I bought some $ANSEM

RT @holly_web3: This is probably one of the most ambitious creator-token theses I've read. >> $ANSEM isn't trying to launch "another memec…

the best marketing for $ANSEM isn't me talking about it. it's the community building around it so i'm sponsoring the artists: $10K bounty, $1K each to the top 10 black bull pieces START COOKING CHAT

there's an investor class that will never open a brokerage account but they'll buy dogecoin with their friends because the meme is funny people MASSIVELY discount how big that group is

so $CXMT is supposed to IPO at $1.28 it's trading at $6.92 on hyperliquid RIGHT NOW. and the last few IPOs all settled way closer to the HL price than whatever the analysts said i'd keep an eye on this

nonconsensus bets pay the MOST. especially in crypto solana 2023: everybody said i was crazy, out of my mind. that bet built everything i'm taking another non-consensus bet right now...

everyone was terrified saylor would have to dump BTC to cover his preferred stock obligations. instead he sold $MSTR shares, bought 20+ months of runway, and the panic got front ran i called the bottom flowers accepted

RT @ika_xbt: tldr of ansem article $ANSEM is a token launched by crypto influencer Ansem (1.1M X followers, Market Bubble podcast, Bullpen…

there are no VCs, this token traded at 200k mcap for a week before i posted my pump profile again, and traded at 5m mcap before i said i would CTO it, it is possibly the most fair launched token possible, especially because i am still airdropping supply to those who hold $ANSEM and contribute to growing the network

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