Market Bubble
@MarketBubble • 93,950 subscribers
Invest in yourself. Hosted @Banks & @Blknoiz06. Streaming live Thursdays @ 1PM PT on X & Twitch. @Polymarket
Shorts
Videos
Tristan Thompson explains how he invested in Anthropic “It was a buddy of mine in Silicon Valley… just going to a couple of these dinners they were doing with the NBA, sitting there talking to these guys and really picking their brains” “They were telling me about the future of AI and technology… I was like hey man, I like what you’re talking about” “It was a bunch of SF guys and everyone kept telling me, so I was like alright man, here’s a check. I wanna get in the game” “From there they just opened up so much for me. I was able to get in early through SPVs and bring in my other buddies to make a bigger check”
Market Bubble2,041,526 views • 1 month ago
The solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump holder stats are INSANE "We have the stats right here. 120,000 wallets... 95% of traders are in profit" "There's a guy who turned $8 into $500K it's unbelievable... we really might be back" "There's 22,000 wallets up over $100. Then 8,000 up over $1K, and 1,800 up over $10K" "200 people have made 6 figures in the last week trading this. That's real, life-changing money"
Market Bubble60,732 views • 5 days ago
Threadguy asks Ansem how you convert a $250 degen into a full-time trader "It's like a Trojan horse. It's very hard to get somebody to watch long form finance content from zero" "Say solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump has 100,000 holders... some of those are very adept traders that trade all types of stock and crypto. some just discovered it on Twitter and bought some and never traded anything else before" "If you're in that community learning from the smart traders, you're more likely to watch more content around stuff like: how should my long-term portfolio look? what are the safer plays?" "It's really easy to get people's attention with the 10,000x stuff, but you can funnel it into everything else as well"
Market Bubble59,164 views • 5 days ago
Ansem on tokenized attention "What people miss is the tokenized attention piece. a lot of people say it's valueless and I think that's really untrue" "Last cycle Solana was trying to sell their first round of phones and weren't doing a great job. Then BONK airdropped tokens to people holding those phones" "When the tokens started going up, the airdrop was worth more than the phone cost. So people just started buying the phone and it sold out immediately" "Attention is very intangible, but tokens are one of the only ways you can ascribe value to attention in markets"
Market Bubble46,831 views • 4 days ago
Ansem tells the origin story of solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump The Black Bull "People kept claiming that this random wallet was mine... so i made a Pumpfun account I was like no, this is my wallet, this is my account. if you guys wanna direct stuff to me direct it here" "I posted the wallet and go away for an hour and come back and check... and there was this coin. one was doing really well, like $8 mil market cap" "i can't just ignore this coin. it's called Ansem, it's called the Black Bull. people are trading it, people are asking if i'm gonna associate myself with it" "I got 65% of supply. i'm going to give that to people too... i've been doing it all this week. If pumpfun wont airdrop people, I will"
Market Bubble56,162 views • 5 days ago
Ansem shares his solana:So11111111111111111111111111111111111111112 thesis "It's the most performant and cheapest chain to do anything on, which makes it the best place for builders and the best place for retail to trade" "If stablecoin payments get more popular, if AI agents get more popular, the value transmitted on open blockchains only goes up and to the right. Solana is the best L1 to enable all of it" "People are under-indexing that crypto is great at human verification. In a world flooded with AI agents and AI generated data, proving what's actually put out by humans becomes really important"
Market Bubble69,146 views • 8 days ago
Ansem explains the problem with the trenches and how to fix it "Everybody's been trading these $10K market cap coins and not holding anything. The average hold time has been like 30 seconds" "The way you actually make money during bull markets is holding things for an extended period of time. If solana:So11111111111111111111111111111111111111112 goes from $60 to $600, the coins onchain that are beta to Solana are going to 100x at minimum" "You want to buy the coins that are getting momentum and trending, not the ones that just launch and don't have confirmed momentum yet" "The reason coins did well in the past is all the holders were deliberate and aggressive about sharing their thesis and aligning on it. it was more PvE than PvP" "People like trading crypto is because you're able to make a lot of money off a little bit of money, but that only works if people are aligned around the same thesis"
Market Bubble30,872 views • 5 days ago
Ansem shares his thesis on near:native “So NEAR is focusing on the two areas in crypto that are getting attention, privacy and also AI” “One of the theses around NEAR is it being a platform for agents to transact on” “KYC laws make it really difficult for AI agents to transact on traditional rails because all of the banking laws that exist are tailored for humans” “As we’re rewriting the systems of how we’re gonna transact on a day to day basis, crypto obviously is one of the platforms that’s gonna be able to benefit agents because you won’t need KYC to transact on blockchains”
Market Bubble223,842 views • 1 month ago
Mert shares his thesis on Solana "There are so many little problems that would've bitten us last cycle that have now completely gone away. The chain actually works insanely well now" "We're pushing a proposal to double the disinflation rate, so solana:So11111111111111111111111111111111111111112 issuance drops much quicker" "Combine that with a new burn mechanism tied to onchain activity, and priority fees going back to stakers. Now holding solana:So11111111111111111111111111111111111111112 suddenly looks much different" "Solana is a few thousand nodes and can give you better price discovery than Binance for certain pairs. That would've been unheard of in 2022. That's insane" "Anything that can be traded onchain will be traded onchain on Solana. That's the thesis"
Market Bubble54,123 views • 12 days ago
Erik Voorhees explains how Venice's dual token model actually works "You can stake 100 VVV to get pro access to Venice. We take a bunch of our revenue, buy the token, and burn it" "We want to take that to its extreme and try to buy every last token we can and burn it all" "You lock up VVV to mint DIEM. Each DIEM you hold gives you $1/day to use on any AI model you want" "We built it so AI agents could hold an asset and get marginally free inference" "It changes the economic calculation. We thought that'd be an interesting design space to explore"
Market Bubble134,785 views • 1 month ago
Ansem explains why zcash:native should trade at a much higher ratio to bitcoin:native "Zcash has a lot of the same features as Bitcoin, but it's quantum-resistant and it's private. A lot of the core believers who were early to Bitcoin were also early to Zcash" "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"
Market Bubble36,644 views • 8 days ago
Our full conversation with Illia Polosukhin 0:16 The origin of NEAR 3:23 Private AI 6:44 Crypto meets medicine & finance 8:07 The agentic marketplace 11:38 Why NEAR is built different 14:28 Send Solana, get Bitcoin 15:39 Jensen & the AI world 18:40 500K hidden users 20:52 Confidentiality is freedom 23:05 Zcash for every chain 25:31 Open vs closed AI 26:18 The Fable ban 29:16 A decentralized model
Market Bubble45,431 views • 15 days ago
Ansem called the market crash live on last nights show Banks: "Where do you think Bitcoin is headed" Ansem: "I don't think 60K is gonna hold. I think you're gonna see a high volume sell off and probably some longs get liquidated." "If it breaks beneath the range lows, all the long positions with stops under 60K get liquidated and that pulls the rest of the market down."
Market Bubble80,181 views • 1 month ago
Ansem shares his thesis on $VVV “Venice AI is essentially a private inference platform… you can access all of the top state-of-the-art models, all the best open source models but through Venice, it doesn’t store any of your information” “They’ve done really well. They have over 2 million users. I think they have 50k daily actives on their app and they’re making money from the subscription” “One of the cool features of Venice that I thought was interesting is they have a second token that’s called DIEM… if you have 1 DIEM, you get to use $1 of compute per day for that 1 DIEM that you have” “It’s a really interesting model. I think it’s honestly attracted a lot of people to stake $VVV. We don’t have a lot of real protocols there in the crypto and AI space that aren’t vapor and are actually doing well”
Market Bubble142,486 views • 2 months ago