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Kaiz 🐂🀄️

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clips + content | working w @MarketBubble | supporting @BullpenFi | intern & mod at The Ansem Collective

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Ansem thinks Zcash could be setting up for the kind of move he witnessed with Bitcoin in 2017 "I really do think a 2017 style cycle is possible, especially with the way Zcash is trading" "I joined in 2017 and I saw Bitcoin go from like 3K to 20K" "I really think something similar can happen with Zcash" He is comparing the current $ZEC momentum with the market environment he experienced during his first crypto cycle. Bitcoin went from roughly $1K to nearly $20K in 2017. $ZEC has now gained more than 2,300% over the past year, recently pushing to a new ATH. His thesis is that the magnitude of the move may still have room to expand if Zcash 🛡️ continues attracting capital and attention at this pace. Zcash is starting to feel like a 2017 style trade.

Ansem thinks Zcash could be setting up for the kind of move he witnessed with Bitcoin in 2017 "I really do think a 2017 style cycle is possible, especially with the way Zcash is trading" "I joined in 2017 and I saw Bitcoin go from like 3K to 20K" "I really think something similar can happen with Zcash" He is comparing the current $ZEC momentum with the market environment he experienced during his first crypto cycle. Bitcoin went from roughly $1K to nearly $20K in 2017. $ZEC has now gained more than 2,300% over the past year, recently pushing to a new ATH. His thesis is that the magnitude of the move may still have room to expand if Zcash 🛡️ continues attracting capital and attention at this pace. Zcash is starting to feel like a 2017 style trade.

Kaiz 🐂🀄️

258,258 Aufrufe • vor 4 Tagen

Ansem dropped $50K into $ZZZ after tracing it back to GMX’s original lead dev, now building toward autonomous AI protocols on Robinhood Chain “I did drop that into $ZZZ, X dev is like one of the core devs behind GMX, so GMX was a decentralized perps protocol that went to multi-billions, before Hyperliquid there was GMX, that’s essentially the best way I can put it” “The core dev behind GMX is the one behind the $ZZZ project on Robinhood, I’m honestly not exactly sure what it is yet, I bought it because I know it was linked to him and he’s ran projects to multi-billions before” “I think it’s like an AI swarm type of thing, some autonomous protocol that he’s building, and he’s changed his X profile to Exponent Labs” w/ Ansem 🐂🀄️

Kaiz 🐂🀄️

224,989 Aufrufe • vor 9 Tagen

Se thinks almost every market eventually comes down to one thing: attention “In a lot of ways, I’m trading attention” “Are the right people and the people who are actually moving money in size in this market looking at things like this? Probably not” “Everything is trading attention, whether it’s on a micro or macro scale” se uses his HOOD trade to explain the thesis. His edge came from watching Robinhood’s onchain activity and thinking about how its new chain could develop into another meaningful revenue stream before larger pools of capital were focused on it. Crypto traders already live inside onchain data, flows and narratives, giving them a different lens when those signals begin crossing into equities. Then attention caught up. HOOD ripped roughly 17% in a day. Find where the data is moving before the capital starts looking there.

Se thinks almost every market eventually comes down to one thing: attention “In a lot of ways, I’m trading attention” “Are the right people and the people who are actually moving money in size in this market looking at things like this? Probably not” “Everything is trading attention, whether it’s on a micro or macro scale” se uses his HOOD trade to explain the thesis. His edge came from watching Robinhood’s onchain activity and thinking about how its new chain could develop into another meaningful revenue stream before larger pools of capital were focused on it. Crypto traders already live inside onchain data, flows and narratives, giving them a different lens when those signals begin crossing into equities. Then attention caught up. HOOD ripped roughly 17% in a day. Find where the data is moving before the capital starts looking there.

Kaiz 🐂🀄️

103,958 Aufrufe • vor 11 Tagen

Tulip King puts shielded Zcash in the same “magic” category as his first experiences with Bitcoin and DeFi “You look at that shielded balance, and then you’re like, oh my god, I could send this anywhere, and nobody would know” “The only other time in crypto I’ve had that feeling was Bitcoin and DeFi” “Do the ZEC magic. Shield a little bit of Zcash” For Tulip King 🌷, using shielded ZEC creates the same kind of conviction he felt when first self-custodying Bitcoin and discovering DeFi. The product experience becomes the thesis: hold private money, transact privately, understand why it matters firsthand. His message is simple: try shielded $ZEC before forming an opinion on Zcash 🛡️.

Tulip King puts shielded Zcash in the same “magic” category as his first experiences with Bitcoin and DeFi “You look at that shielded balance, and then you’re like, oh my god, I could send this anywhere, and nobody would know” “The only other time in crypto I’ve had that feeling was Bitcoin and DeFi” “Do the ZEC magic. Shield a little bit of Zcash” For Tulip King 🌷, using shielded ZEC creates the same kind of conviction he felt when first self-custodying Bitcoin and discovering DeFi. The product experience becomes the thesis: hold private money, transact privately, understand why it matters firsthand. His message is simple: try shielded $ZEC before forming an opinion on Zcash 🛡️.

Kaiz 🐂🀄️

26,436 Aufrufe • vor 3 Tagen

[Some of the loudest critics may have already left the market] Ansem thinks a lot of the constant negativity on CT could come from people who lost money and eventually exited the market. “They don’t have tokens anymore.” “Everything is now a scam.” “I’m just going to put my negative input into CT.” They still keep their anonymous accounts active, but without positions or capital at risk, their relationship with crypto changes. Instead of researching the next opportunity, they spend their time criticizing the market and reinforcing the belief that everything has become a scam. Sometimes the loudest bearish voice comes from someone who already stopped playing. w/ Ansem 🐂🀄️

[Some of the loudest critics may have already left the market] Ansem thinks a lot of the constant negativity on CT could come from people who lost money and eventually exited the market. “They don’t have tokens anymore.” “Everything is now a scam.” “I’m just going to put my negative input into CT.” They still keep their anonymous accounts active, but without positions or capital at risk, their relationship with crypto changes. Instead of researching the next opportunity, they spend their time criticizing the market and reinforcing the belief that everything has become a scam. Sometimes the loudest bearish voice comes from someone who already stopped playing. w/ Ansem 🐂🀄️

Kaiz 🐂🀄️

94,998 Aufrufe • vor 1 Monat

Kimchi had already developed PTSD from getting burned in the same cycle “I do, but I have PTSD from, like… this cycle, when I wasn’t that knowledgeable. I was sizing in, like, a lot of my port into, like, the high caps, like Popcat and fucking all that shit. And I took, like, some big losses.” “So I just kind of stayed away from throwing in fat and then swinging for, like, 50% gains and stuff, you know?” “Yeah, yeah, I be scalping now. Most of the shit I buy, I’ll be out, like, within the same day, at least.” w/ kimchi, orangie

Kimchi had already developed PTSD from getting burned in the same cycle “I do, but I have PTSD from, like… this cycle, when I wasn’t that knowledgeable. I was sizing in, like, a lot of my port into, like, the high caps, like Popcat and fucking all that shit. And I took, like, some big losses.” “So I just kind of stayed away from throwing in fat and then swinging for, like, 50% gains and stuff, you know?” “Yeah, yeah, I be scalping now. Most of the shit I buy, I’ll be out, like, within the same day, at least.” w/ kimchi, orangie

Kaiz 🐂🀄️

44,745 Aufrufe • vor 21 Tagen

Mert thinks Zcash still looks undervalued even after a major repricing “A 10x for Zcash would be 70 billion, which would mean 4,000” “If you look at the market cap of what’s above it and how small it is, I think it’s pretty undervalued” “Nobody knows where that money came from, but you just paid for it on a different chain in private” His valuation case for Zcash goes beyond the ZEC/BTC ratio. At roughly $6 - 7B mcap in his example, a 10x would still put Zcash around $70B, a valuation he considers reasonable relative to larger crypto assets. mert also points to utility as part of that thesis. A user could hold funds privately in Zcash, then pay someone who only accepts USDC on Solana, with the conversion and settlement happening across chains while Zcash provides the privacy layer. That makes Zcash 🛡️ potentially composable with the broader crypto economy rather than operating as an isolated privacy network. w/ mert, MR SHIFT 🦁

Mert thinks Zcash still looks undervalued even after a major repricing “A 10x for Zcash would be 70 billion, which would mean 4,000” “If you look at the market cap of what’s above it and how small it is, I think it’s pretty undervalued” “Nobody knows where that money came from, but you just paid for it on a different chain in private” His valuation case for Zcash goes beyond the ZEC/BTC ratio. At roughly $6 - 7B mcap in his example, a 10x would still put Zcash around $70B, a valuation he considers reasonable relative to larger crypto assets. mert also points to utility as part of that thesis. A user could hold funds privately in Zcash, then pay someone who only accepts USDC on Solana, with the conversion and settlement happening across chains while Zcash provides the privacy layer. That makes Zcash 🛡️ potentially composable with the broader crypto economy rather than operating as an isolated privacy network. w/ mert, MR SHIFT 🦁

Kaiz 🐂🀄️

23,594 Aufrufe • vor 11 Tagen

Zcash is the kind of trade Ansem looks for before attention catches up Ansem’s Zcash thesis comes down to technology, people and attention. “Zcash has a lot of the same features as Bitcoin, but it’s quantum-resistant and it’s private.” “When a ton of smart people work on a really hard technological problem, solve it, and the only thing missing is attention, those are typically the best trades.” “Zcash should benefit from Bitcoin doing well, and it should be at a much higher ratio to Bitcoin than it currently is.” ZEC shares much of Bitcoin’s monetary DNA while adding privacy and stronger preparation for quantum risk. Ansem also points to the overlap between early Bitcoin believers and people who recognized Zcash early. The trade becomes especially interesting when strong technical work already exists while market attention still lags behind it. That gap between fundamentals and attention is exactly the type of asymmetry Ansem looks for. He also views $ZEC through its relationship with Bitcoin. A stronger BTC should create a favorable backdrop for Zcash, while Ansem believes the ZEC/BTC ratio still has significant room to re-rate higher. The technology is built. The smart money is paying attention. Ansem is betting the ZEC/BTC ratio eventually catches up. w/ Ansem 🐂🀄️, mert, Zcash 🛡️

Zcash is the kind of trade Ansem looks for before attention catches up Ansem’s Zcash thesis comes down to technology, people and attention. “Zcash has a lot of the same features as Bitcoin, but it’s quantum-resistant and it’s private.” “When a ton of smart people work on a really hard technological problem, solve it, and the only thing missing is attention, those are typically the best trades.” “Zcash should benefit from Bitcoin doing well, and it should be at a much higher ratio to Bitcoin than it currently is.” ZEC shares much of Bitcoin’s monetary DNA while adding privacy and stronger preparation for quantum risk. Ansem also points to the overlap between early Bitcoin believers and people who recognized Zcash early. The trade becomes especially interesting when strong technical work already exists while market attention still lags behind it. That gap between fundamentals and attention is exactly the type of asymmetry Ansem looks for. He also views $ZEC through its relationship with Bitcoin. A stronger BTC should create a favorable backdrop for Zcash, while Ansem believes the ZEC/BTC ratio still has significant room to re-rate higher. The technology is built. The smart money is paying attention. Ansem is betting the ZEC/BTC ratio eventually catches up. w/ Ansem 🐂🀄️, mert, Zcash 🛡️

Kaiz 🐂🀄️

27,841 Aufrufe • vor 15 Tagen

[Onchain trading gets misunderstood because the winners are fully public] Ansem pushes back on the idea that onchain traders are simply scammers or people farming followers. “There are also really good onchain traders who have been printing.” “If you were not onchain trading, you missed a lot of the alpha.” “You need to be able to change your thesis pretty quickly.” There are bad actors, especially among devs and bundlers, but there are also traders who have generated significant returns by navigating highly volatile markets. The challenge comes when successful traders become public. Their wallets attract copy traders, so every entry and exit becomes visible to thousands of people. A trader taking profits can then look like they’re “farming followers”, even when they’re simply managing their own position. Onchain trading moves fast. Public wallets make every decision visible. Adapting quickly is part of the game. w/ Ansem 🐂🀄️

[Onchain trading gets misunderstood because the winners are fully public] Ansem pushes back on the idea that onchain traders are simply scammers or people farming followers. “There are also really good onchain traders who have been printing.” “If you were not onchain trading, you missed a lot of the alpha.” “You need to be able to change your thesis pretty quickly.” There are bad actors, especially among devs and bundlers, but there are also traders who have generated significant returns by navigating highly volatile markets. The challenge comes when successful traders become public. Their wallets attract copy traders, so every entry and exit becomes visible to thousands of people. A trader taking profits can then look like they’re “farming followers”, even when they’re simply managing their own position. Onchain trading moves fast. Public wallets make every decision visible. Adapting quickly is part of the game. w/ Ansem 🐂🀄️

Kaiz 🐂🀄️

62,914 Aufrufe • vor 1 Monat

[The next retail mania won’t be forex, it’ll be crypto social trading] “Social trading is gonna get a lot more popular.” “You can hit 100x’s and 1000x’s in crypto. You cannot do that in forex.” “The real money comes from being early.” Ansem 🐂🀄️ compared today’s crypto market to the forex boom during COVID. Back then, people paid for trading groups hoping to find alpha. Forex never offered the kind of upside they were chasing. Crypto is different. The biggest winners catch new narratives before everyone else. That’s why he sees social trading becoming a core part of the next cycle, where finding the right people matters as much as finding the right trade.

[The next retail mania won’t be forex, it’ll be crypto social trading] “Social trading is gonna get a lot more popular.” “You can hit 100x’s and 1000x’s in crypto. You cannot do that in forex.” “The real money comes from being early.” Ansem 🐂🀄️ compared today’s crypto market to the forex boom during COVID. Back then, people paid for trading groups hoping to find alpha. Forex never offered the kind of upside they were chasing. Crypto is different. The biggest winners catch new narratives before everyone else. That’s why he sees social trading becoming a core part of the next cycle, where finding the right people matters as much as finding the right trade.

Kaiz 🐂🀄️

78,492 Aufrufe • vor 1 Monat

[Covid created the biggest wealth transfer of our lifetime] “The Fed took rates to zero.” “Money printing disproportionately rewarded asset owners.” “The average person still pays the price through inflation.” Ansem 🐂🀄️ argues that Covid era policies reshaped financial outcomes. Zero rates and aggressive money printing pushed stocks, crypto, real estate, and other assets sharply higher. People who already owned assets watched their wealth compound, while millions lost jobs, stayed on the sidelines, or simply had no capital to invest. Years later, the effects remain: a wider wealth gap and persistent inflation hitting everyday consumers the hardest.

[Covid created the biggest wealth transfer of our lifetime] “The Fed took rates to zero.” “Money printing disproportionately rewarded asset owners.” “The average person still pays the price through inflation.” Ansem 🐂🀄️ argues that Covid era policies reshaped financial outcomes. Zero rates and aggressive money printing pushed stocks, crypto, real estate, and other assets sharply higher. People who already owned assets watched their wealth compound, while millions lost jobs, stayed on the sidelines, or simply had no capital to invest. Years later, the effects remain: a wider wealth gap and persistent inflation hitting everyday consumers the hardest.

Kaiz 🐂🀄️

74,657 Aufrufe • vor 1 Monat

[Ignore the noise, build with conviction] “Crypto is one of the most emotionally driven markets.” “The pendulum swings from ‘crypto is dead’ to ‘this is the greatest thing ever.’” “Stay off CT as much as possible if you have conviction in what you’re building.” Every cycle looks the same. When prices dump, CT is filled with “crypto is dead”, “it’s all a Ponzi”, “this chain is finished”. A few months later, the exact same timelines call everything revolutionary. That’s why Ansem 🐂🀄️ believes builders shouldn’t let market sentiment dictate their work. If you have conviction, spend less time refreshing CT and more time shipping. Traders mostly react to price, builders create the products that eventually give price a reason to move. The market is emotional. Execution isn’t.

[Ignore the noise, build with conviction] “Crypto is one of the most emotionally driven markets.” “The pendulum swings from ‘crypto is dead’ to ‘this is the greatest thing ever.’” “Stay off CT as much as possible if you have conviction in what you’re building.” Every cycle looks the same. When prices dump, CT is filled with “crypto is dead”, “it’s all a Ponzi”, “this chain is finished”. A few months later, the exact same timelines call everything revolutionary. That’s why Ansem 🐂🀄️ believes builders shouldn’t let market sentiment dictate their work. If you have conviction, spend less time refreshing CT and more time shipping. Traders mostly react to price, builders create the products that eventually give price a reason to move. The market is emotional. Execution isn’t.

Kaiz 🐂🀄️

81,301 Aufrufe • vor 2 Monaten

Market Bubble Ep.16: full conversation of Ansem 🐂🀄️ 0:00 The Z500 tracks top on chain launches 1:02 Burn $ANSEM over sponsorships 1:49 The weekly close that flipped Bitcoin 2:34 Portfolio allocation for this bull market 4:24 $2.4B in shorts caught offsides 6:24 Solana's third cycle needs more than memes 8:45 Solana vs Ethereum is a matter of time 9:35 Private Bitcoin after a decade of accumulation 11:19 Calling the Trump Bitcoin play early 12:15 Hyperliquid's main bear case just died 12:47 Hyperliquid as the blockchain for finance 15:49 Why laws will favor Hyperliquid 18:57 AI's progress in cancer research 19:21 GTA 6's in game economy 20:32 Venice as the sleeper consumer play 22:10 Assembly lines before humanoid robots 22:51 Trading as a game with friends 23:47 20,000 joined the Manlets telegram 24:07 BONK, WIF and back to back cycles 25:49 De-risking as the face of a coin 26:31 Robinhood as the sleeper chain 28:00 The thesis behind running with $ANSEM 32:10 Buying after 1M instead of finding early plays 33:00 Pump's $2B marketing war chest 33:48 Trading is fair when it's honest PvP 34:31 The next billion dollar coin 35:17 Memes need attention drivers 37:08 The trade is the signal X cannot show 38:06 The leading FriendTech bull still believes 38:25 Two ways to monetize being right publicly 39:15 Boomers on perps, zoomers in the trenches 40:50 The quiet $100M Hyperliquid long 41:34 Traders will out earn their PnL 42:31 Speculation makes crypto social 42:57 Solana traders who understood fundamentals 43:26 Binance is getting nervous 43:57 Niche AI supply chain companies 44:50 Grass nodes as the new proof of work 45:19 Real founders in a noisy market 46:06 Grass as the underpriced AI company 46:44 Pump captures more revenue than Solana 47:14 Hopeful bets need things to go right 48:02 Mensa is an anagram of Ansem 48:39 Being on chain is front running the cycle 49:53 The Solana Manlets roll call

Market Bubble Ep.16: full conversation of Ansem 🐂🀄️ 0:00 The Z500 tracks top on chain launches 1:02 Burn $ANSEM over sponsorships 1:49 The weekly close that flipped Bitcoin 2:34 Portfolio allocation for this bull market 4:24 $2.4B in shorts caught offsides 6:24 Solana's third cycle needs more than memes 8:45 Solana vs Ethereum is a matter of time 9:35 Private Bitcoin after a decade of accumulation 11:19 Calling the Trump Bitcoin play early 12:15 Hyperliquid's main bear case just died 12:47 Hyperliquid as the blockchain for finance 15:49 Why laws will favor Hyperliquid 18:57 AI's progress in cancer research 19:21 GTA 6's in game economy 20:32 Venice as the sleeper consumer play 22:10 Assembly lines before humanoid robots 22:51 Trading as a game with friends 23:47 20,000 joined the Manlets telegram 24:07 BONK, WIF and back to back cycles 25:49 De-risking as the face of a coin 26:31 Robinhood as the sleeper chain 28:00 The thesis behind running with $ANSEM 32:10 Buying after 1M instead of finding early plays 33:00 Pump's $2B marketing war chest 33:48 Trading is fair when it's honest PvP 34:31 The next billion dollar coin 35:17 Memes need attention drivers 37:08 The trade is the signal X cannot show 38:06 The leading FriendTech bull still believes 38:25 Two ways to monetize being right publicly 39:15 Boomers on perps, zoomers in the trenches 40:50 The quiet $100M Hyperliquid long 41:34 Traders will out earn their PnL 42:31 Speculation makes crypto social 42:57 Solana traders who understood fundamentals 43:26 Binance is getting nervous 43:57 Niche AI supply chain companies 44:50 Grass nodes as the new proof of work 45:19 Real founders in a noisy market 46:06 Grass as the underpriced AI company 46:44 Pump captures more revenue than Solana 47:14 Hopeful bets need things to go right 48:02 Mensa is an anagram of Ansem 48:39 Being on chain is front running the cycle 49:53 The Solana Manlets roll call

Kaiz 🐂🀄️

35,958 Aufrufe • vor 28 Tagen

[Ansem’s whole edge is front running where liquidity goes next] “Doge is one of the best indicators… every single cycle for where retail is back.” “One of my better trades was BONK in the early days… I bought SOL first, then asked what else I should buy on chain.” “A lot of my trades are just seeing what the market did in the past, then trying to predict what’s gonna do in the future.” This is how Ansem has traded since 2017. He doesn’t overcomplicate it. When a new ecosystem starts catching bids, he looks for the highest beta instead of stopping at the L1. That’s how he landed on BONK after buying SOL. Fast forward to today, and he’s pushing the same thesis with $ANSEM. The bet isn’t only on a token. It’s on bringing more ppl onchain, pulling attention into Solana, and building a community that grows alongside the ecosystem. Crypto changes fast, liquidity doesn’t. It keeps following attention, narratives, and whatever worked last cycle. Ansem 🐂🀄️ just trying to get there before everyone else.

[Ansem’s whole edge is front running where liquidity goes next] “Doge is one of the best indicators… every single cycle for where retail is back.” “One of my better trades was BONK in the early days… I bought SOL first, then asked what else I should buy on chain.” “A lot of my trades are just seeing what the market did in the past, then trying to predict what’s gonna do in the future.” This is how Ansem has traded since 2017. He doesn’t overcomplicate it. When a new ecosystem starts catching bids, he looks for the highest beta instead of stopping at the L1. That’s how he landed on BONK after buying SOL. Fast forward to today, and he’s pushing the same thesis with $ANSEM. The bet isn’t only on a token. It’s on bringing more ppl onchain, pulling attention into Solana, and building a community that grows alongside the ecosystem. Crypto changes fast, liquidity doesn’t. It keeps following attention, narratives, and whatever worked last cycle. Ansem 🐂🀄️ just trying to get there before everyone else.

Kaiz 🐂🀄️

83,894 Aufrufe • vor 2 Monaten

[Market Bubble Ep.13 RECAP] huge shoutout to Ansem 🐂🀄️ and Banks for another great episode. this week's conversation went far beyond charts and price action. the biggest theme was how content, trading and distribution are starting to merge into the same business. here are my biggest takeaways (my pov): 1) trading is becoming a creator business > the best traders are becoming creators > people follow personalities as much as they follow PnL > trading in public builds trust faster than polished educational content > the next generation of finance creators will grow by sharing the process, not just the results 2) social trading feels inevitable the workflow is changing. people want one place where they can: > discover high signal traders > understand their thesis > follow positions > learn while participating it's becoming much more than charts and execution. 3) trading already has everything that makes games addictive > progression > competition > leaderboards > rewards > skill expression Robinhood proved that better UX brings in millions of new users. crypto has an opportunity to push that idea even further. 4) crypto doesn't need better products it needs better storytellers. great infrastructure already exists. the bottleneck is helping people understand it through creators, clips and communities. distribution is becoming one of the most valuable assets in the industry. 5) traders are becoming entertainers watching someone make high conviction decisions in real time creates a completely different experience. that's why names like Thread Guy and Kimchi are growing so quickly. people aren't only following the trade. they're following the person behind it. 6) trust compounds faster than capital Trader Mayne wasn't used as an example because of his returns. he built credibility first. that credibility became a business. the business created equity. it's a playbook more crypto creators are likely to follow over the next few years. 7) creator brands may become billion dollar businesses MrBeast is proof that attention can evolve into real enterprise value. crypto gives creators something new. a public asset that communities can participate in alongside them. that's what makes creator ecosystems interesting to watch. 8) leverage doesn't forgive good ideas Leopold identified the AI trade earlier than almost everyone. the thesis wasn't the problem. risk management was. one mistake on leverage can erase years of great decisions. 9) volatility is becoming universal AI stocks are moving with the speed and volatility people normally associate with crypto. higher participation, leverage and faster information flow are changing every market. the line between traditional finance and crypto keeps getting thinner. 10) content may become crypto's strongest growth engine Market Bubble isn't only building a podcast. it's building an ecosystem where: > creators earn > clippers earn > traders build audiences > brands fund distribution everyone benefits as the network grows. 11) the next cycle rewards people who do more than trade builders, creators, educators, designers, traders. the biggest opportunities sit where those skill sets overlap. (LOOKING BACK) the biggest opportunity may not be trading itself. it may be building businesses around trading. the people creating content, earning trust and building communities today could end up owning the most valuable assets of the next cycle.

[Market Bubble Ep.13 RECAP] huge shoutout to Ansem 🐂🀄️ and Banks for another great episode. this week's conversation went far beyond charts and price action. the biggest theme was how content, trading and distribution are starting to merge into the same business. here are my biggest takeaways (my pov): 1) trading is becoming a creator business > the best traders are becoming creators > people follow personalities as much as they follow PnL > trading in public builds trust faster than polished educational content > the next generation of finance creators will grow by sharing the process, not just the results 2) social trading feels inevitable the workflow is changing. people want one place where they can: > discover high signal traders > understand their thesis > follow positions > learn while participating it's becoming much more than charts and execution. 3) trading already has everything that makes games addictive > progression > competition > leaderboards > rewards > skill expression Robinhood proved that better UX brings in millions of new users. crypto has an opportunity to push that idea even further. 4) crypto doesn't need better products it needs better storytellers. great infrastructure already exists. the bottleneck is helping people understand it through creators, clips and communities. distribution is becoming one of the most valuable assets in the industry. 5) traders are becoming entertainers watching someone make high conviction decisions in real time creates a completely different experience. that's why names like Thread Guy and Kimchi are growing so quickly. people aren't only following the trade. they're following the person behind it. 6) trust compounds faster than capital Trader Mayne wasn't used as an example because of his returns. he built credibility first. that credibility became a business. the business created equity. it's a playbook more crypto creators are likely to follow over the next few years. 7) creator brands may become billion dollar businesses MrBeast is proof that attention can evolve into real enterprise value. crypto gives creators something new. a public asset that communities can participate in alongside them. that's what makes creator ecosystems interesting to watch. 8) leverage doesn't forgive good ideas Leopold identified the AI trade earlier than almost everyone. the thesis wasn't the problem. risk management was. one mistake on leverage can erase years of great decisions. 9) volatility is becoming universal AI stocks are moving with the speed and volatility people normally associate with crypto. higher participation, leverage and faster information flow are changing every market. the line between traditional finance and crypto keeps getting thinner. 10) content may become crypto's strongest growth engine Market Bubble isn't only building a podcast. it's building an ecosystem where: > creators earn > clippers earn > traders build audiences > brands fund distribution everyone benefits as the network grows. 11) the next cycle rewards people who do more than trade builders, creators, educators, designers, traders. the biggest opportunities sit where those skill sets overlap. (LOOKING BACK) the biggest opportunity may not be trading itself. it may be building businesses around trading. the people creating content, earning trust and building communities today could end up owning the most valuable assets of the next cycle.

Kaiz 🐂🀄️

58,016 Aufrufe • vor 1 Monat

[SOL rn reminds Ansem of 2023] After FTX, Solana chopped in a range for almost 10 months. CT hated it. “Everybody was saying it’s never gonna come back.” The chain kept shipping. Google Cloud. Network upgrades. Spam fixes. Price? Didn’t care. “You don’t know if it’s accumulation or distribution until price breaks.” Most saw a breakdown, Ansem 🐂🀄️ saw a deviation. “It looked like it was going back to $8.” Instead, SOL reclaimed the range and never looked back. The best entries usually look dead before they look obvious.

[SOL rn reminds Ansem of 2023] After FTX, Solana chopped in a range for almost 10 months. CT hated it. “Everybody was saying it’s never gonna come back.” The chain kept shipping. Google Cloud. Network upgrades. Spam fixes. Price? Didn’t care. “You don’t know if it’s accumulation or distribution until price breaks.” Most saw a breakdown, Ansem 🐂🀄️ saw a deviation. “It looked like it was going back to $8.” Instead, SOL reclaimed the range and never looked back. The best entries usually look dead before they look obvious.

Kaiz 🐂🀄️

86,927 Aufrufe • vor 2 Monaten

[Robinhood’s on chain ecosystem is where Ansem sees asymmetric upside] “One of the things I’m most bullish on right now is Stonkbroker.” “70% of the conversion fee buys tokenized stocks and airdrops them to NFT holders.” “Robinhood wants to be the RWA chain, but they also support memes.” Ansem 🐂🀄️ pointed to Stonkbroker as one of his highest conviction on chain bets outside of $ANSEM. The protocol combines NFTs, tokens, and tokenized equities into a single flywheel. Every conversion between the token and NFT generates fees, with most of that revenue used to buy tokenized stocks and distribute them to active NFT holders. The bigger thesis sits above the product itself. Robinhood is openly building around both RWAs and meme culture. Projects that align with that direction have room to benefit as the ecosystem expands through its launchpad, DEX, and growing on chain infrastructure. For him, it’s an early ecosystem play backed by a builder with deep crypto experience and a market cap that still leaves meaningful upside.

[Robinhood’s on chain ecosystem is where Ansem sees asymmetric upside] “One of the things I’m most bullish on right now is Stonkbroker.” “70% of the conversion fee buys tokenized stocks and airdrops them to NFT holders.” “Robinhood wants to be the RWA chain, but they also support memes.” Ansem 🐂🀄️ pointed to Stonkbroker as one of his highest conviction on chain bets outside of $ANSEM. The protocol combines NFTs, tokens, and tokenized equities into a single flywheel. Every conversion between the token and NFT generates fees, with most of that revenue used to buy tokenized stocks and distribute them to active NFT holders. The bigger thesis sits above the product itself. Robinhood is openly building around both RWAs and meme culture. Projects that align with that direction have room to benefit as the ecosystem expands through its launchpad, DEX, and growing on chain infrastructure. For him, it’s an early ecosystem play backed by a builder with deep crypto experience and a market cap that still leaves meaningful upside.

Kaiz 🐂🀄️

43,762 Aufrufe • vor 1 Monat

Trading might be the smallest part of a trader’s earning potential Ansem compares elite traders to professional athletes. “Athletes have always made more money off their endorsements and outside sponsorships than they have from playing in a league.” “You’ve made eight figures plus trading, but if you productize that and the content around that, you’re gonna make even more.” “As trading becomes more popular, I think that’s kind of what a lot of these guys haven’t realized yet.” Michael Jordan didn’t become a billionaire from his NBA salary. LeBron’s earnings outside the court have also dwarfed what he makes from playing basketball. The same dynamic could develop around top traders. Someone can make millions trading, but their knowledge, reputation, audience and track record can become products of their own. Content, sponsorships, partnerships and other business opportunities can potentially generate more than the trading itself. As trading becomes more mainstream, the market value of a proven trader’s attention and credibility could grow dramatically. The PnL proves you can trade. The audience can turn that skill into a business. w/ Ansem 🐂🀄️

Trading might be the smallest part of a trader’s earning potential Ansem compares elite traders to professional athletes. “Athletes have always made more money off their endorsements and outside sponsorships than they have from playing in a league.” “You’ve made eight figures plus trading, but if you productize that and the content around that, you’re gonna make even more.” “As trading becomes more popular, I think that’s kind of what a lot of these guys haven’t realized yet.” Michael Jordan didn’t become a billionaire from his NBA salary. LeBron’s earnings outside the court have also dwarfed what he makes from playing basketball. The same dynamic could develop around top traders. Someone can make millions trading, but their knowledge, reputation, audience and track record can become products of their own. Content, sponsorships, partnerships and other business opportunities can potentially generate more than the trading itself. As trading becomes more mainstream, the market value of a proven trader’s attention and credibility could grow dramatically. The PnL proves you can trade. The audience can turn that skill into a business. w/ Ansem 🐂🀄️

Kaiz 🐂🀄️

28,361 Aufrufe • vor 1 Monat

SOL staking could evolve from passive yield into a claim on real network revenue Mert highlights a key part of the Solana staking thesis: stakers can benefit from economic activity happening directly on the network. “Not only are you getting protected from issuance, you’re getting additional real productive yield from actual on chain revenue.” “The validators capture those fees.” “That can only happen on a chain where it can support mass activity at scale.” High frequency traders and market makers pay transaction and MEV fees to get their activity processed. Validators capture that revenue, and some can pass it back to SOL stakers. The model becomes: More onchain activity → more fees → more validator revenue → more productive yield for stakers For Mert, scale is critical. A network needs enough transaction throughput for fees to accumulate into meaningful revenue without making each transaction prohibitively expensive. SOL staking can capture the economic value generated by the network itself. w/ mert, Solana

SOL staking could evolve from passive yield into a claim on real network revenue Mert highlights a key part of the Solana staking thesis: stakers can benefit from economic activity happening directly on the network. “Not only are you getting protected from issuance, you’re getting additional real productive yield from actual on chain revenue.” “The validators capture those fees.” “That can only happen on a chain where it can support mass activity at scale.” High frequency traders and market makers pay transaction and MEV fees to get their activity processed. Validators capture that revenue, and some can pass it back to SOL stakers. The model becomes: More onchain activity → more fees → more validator revenue → more productive yield for stakers For Mert, scale is critical. A network needs enough transaction throughput for fees to accumulate into meaningful revenue without making each transaction prohibitively expensive. SOL staking can capture the economic value generated by the network itself. w/ mert, Solana

Kaiz 🐂🀄️

21,626 Aufrufe • vor 22 Tagen

NetNet is turning trading revenue into treasury growth Dunlap explains the core thesis behind NetNet: build a protocol where trading activity directly feeds the treasury. "The treasury actually benefits from the number one revenue engine in crypto, which is trading." "If you're able to grow the treasury, just mathematically, you should see the token price go up." "The market will always price in a premium if you're able to prove that the treasury is able to grow." The model takes inspiration from OMV1, while restructuring the mechanics so the treasury can capture revenue from trading, one of the largest revenue pools in crypto. The flywheel is straightforward. Users stake and become aligned with treasury growth, the protocol generates revenue through its business activities, that cash flow compounds the treasury, and a growing treasury creates stronger fundamental backing for the token. The key is proving the treasury can actually grow. Once the market sees consistent cash flow and increasing backing, the token can command a premium over its underlying treasury value. Trading generates the revenue. The treasury captures it. Token holders get the upside. w/ NetNet Capital, Ansem 🐂🀄️

NetNet is turning trading revenue into treasury growth Dunlap explains the core thesis behind NetNet: build a protocol where trading activity directly feeds the treasury. "The treasury actually benefits from the number one revenue engine in crypto, which is trading." "If you're able to grow the treasury, just mathematically, you should see the token price go up." "The market will always price in a premium if you're able to prove that the treasury is able to grow." The model takes inspiration from OMV1, while restructuring the mechanics so the treasury can capture revenue from trading, one of the largest revenue pools in crypto. The flywheel is straightforward. Users stake and become aligned with treasury growth, the protocol generates revenue through its business activities, that cash flow compounds the treasury, and a growing treasury creates stronger fundamental backing for the token. The key is proving the treasury can actually grow. Once the market sees consistent cash flow and increasing backing, the token can command a premium over its underlying treasury value. Trading generates the revenue. The treasury captures it. Token holders get the upside. w/ NetNet Capital, Ansem 🐂🀄️

Kaiz 🐂🀄️

16,720 Aufrufe • vor 17 Tagen