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Ansem believes the onchain market is making a strong comeback. Banks asks him the big question: “Is onchain back?” Without hesitation, Ansem replies: “100%.” He explains that, for the first time in months, he’s seeing new tokens climb from virtually nothing to $10 million, $100 million, and beyond in...

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Kenn_eth

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26,716 views • 22 days ago •via X (Twitter)

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Ansem & Banks share their thoughts on Hyperliquid Ansem: “I think Hyperliquid is one of the most important applications not just in Crypto but also globally right now” Banks: “I own a ton of HYPE too, Jeff is the goat” Ansem: “It’s just a much better way for retail to speculate on assets other than options. I think perps are a way better product than options and in the future we’ll see that play out”
1:21

Ansem & Banks share their thoughts on Hyperliquid Ansem: “I think Hyperliquid is one of the most important applications not just in Crypto but also globally right now” Banks: “I own a ton of HYPE too, Jeff is the goat” Ansem: “It’s just a much better way for retail to speculate on assets other than options. I think perps are a way better product than options and in the future we’ll see that play out”

Jack

14,936 views • 3 months ago

What we are seeing with $ANSEM Ansem 🐂🀄️ is just the beginning. Remember, we are only a couple months in and still near the bottom of this next cycle. What happens when volume actually starts to flow in. A lot of current traders were onboarded during the bear market and do not realize what is about to happen. Ansem 🐂🀄️ did the following at the BOTTOM. > RAN a coin from $0 to $440M market cap in the middle of an onchain bear market doing 500M+ in volume while airdropping 10M+ of the supply to people and STILL being the highest market cap coin on-chain after forming support for over a month. Now we have other coins and betas spawning to help support $ANSEM. $MANLET is the first memecoin (launched on Stonk) to be paired with $ANSEM. It has 4% fees, most of which are buying back ANSEM and continuously adding buy pressure. These buybacks are also airdropped to MANLET holders. The higher ANSEM goes, the more attention MANLET gets, which adds volume and adds buybacks to ANSEM. And so on. Hold MANLET, earn ANSEM. The trenches are healing and when $ANSEM breaks into the billions make sure you are positioned.
1:01

What we are seeing with $ANSEM Ansem 🐂🀄️ is just the beginning. Remember, we are only a couple months in and still near the bottom of this next cycle. What happens when volume actually starts to flow in. A lot of current traders were onboarded during the bear market and do not realize what is about to happen. Ansem 🐂🀄️ did the following at the BOTTOM. > RAN a coin from $0 to $440M market cap in the middle of an onchain bear market doing 500M+ in volume while airdropping 10M+ of the supply to people and STILL being the highest market cap coin on-chain after forming support for over a month. Now we have other coins and betas spawning to help support $ANSEM. $MANLET is the first memecoin (launched on Stonk) to be paired with $ANSEM. It has 4% fees, most of which are buying back ANSEM and continuously adding buy pressure. These buybacks are also airdropped to MANLET holders. The higher ANSEM goes, the more attention MANLET gets, which adds volume and adds buybacks to ANSEM. And so on. Hold MANLET, earn ANSEM. The trenches are healing and when $ANSEM breaks into the billions make sure you are positioned.

Fox 🐂🀄️🦊

63,045 views • 14 days ago

Etherealize CEO Vivek Raman: Banks are looking at Larry Fink and Ethereum “It’s impossible not to be bullish now. […] The [Ethereum] network has never been stronger, more resilient, or future-proofed to scale with Layer 2s plugged in and ready for the institutional moment right now. Asset price will follow.” “[BlackRock CEO] Larry Fink is a pioneer in the space. He has been a visionary, and his voice is heard and listened to by everyone else on Wall Street. The banks are looking at him. The asset managers are looking at him. He’s one of the leaders that’s digital assets-forward, and when he tokenized BUIDL — their money market fund — on Ethereum before there was regulatory clarity and before we got out of the Gensler SEC, that set the standard for Ethereum to be the default.” “Ever since then, the money in money market funds on Ethereum has multiplied. Stablecoins on Ethereum have multiplied. And now Larry Fink is coming in and saying, ‘We need one common blockchain’ so that we don’t have fragmentation and all tokenized assets can be in one place. That means Ethereum — it’s the best set up for it.” Source: The Rollup (Mar 2026)
1:14

Etherealize CEO Vivek Raman: Banks are looking at Larry Fink and Ethereum “It’s impossible not to be bullish now. […] The [Ethereum] network has never been stronger, more resilient, or future-proofed to scale with Layer 2s plugged in and ready for the institutional moment right now. Asset price will follow.” “[BlackRock CEO] Larry Fink is a pioneer in the space. He has been a visionary, and his voice is heard and listened to by everyone else on Wall Street. The banks are looking at him. The asset managers are looking at him. He’s one of the leaders that’s digital assets-forward, and when he tokenized BUIDL — their money market fund — on Ethereum before there was regulatory clarity and before we got out of the Gensler SEC, that set the standard for Ethereum to be the default.” “Ever since then, the money in money market funds on Ethereum has multiplied. Stablecoins on Ethereum have multiplied. And now Larry Fink is coming in and saying, ‘We need one common blockchain’ so that we don’t have fragmentation and all tokenized assets can be in one place. That means Ethereum — it’s the best set up for it.” Source: The Rollup (Mar 2026)

Etherealize

13,706 views • 5 months ago

Threadguy explains how Ansem SINGLE HANDEDLY altered the course of Crypto history “The mythical Ansem RT has put more products in front of the eyes of millions and created more traders and influencers than any single Twitter account ever. You could arguably pinpoint billions, even trillions of dollars of inflows just from the Ansem RT” “Probably the singular staple of Crypto Twitter and the most important account to ever exist in our industry. I’m not sure who I am without Ansem, or what most of this industry looks like without Ansem. I’m not sure memecoins happen the same way. I’m not sure Mert and the Solana explosion happens. I’m not sure 2024 plays out the way it does, or if Donald Trump launches a memecoin, if Ansem never creates a Crypto Twitter account, and I mean that” “Ansem is number one on the Crypto Twitter Top 75 tier list and the GREATEST to ever do it, the GREATEST tweeter of all time, the GREATEST poster of all time, and the Ansem RT is the most mythical achievement you can earn”
1:28

Threadguy explains how Ansem SINGLE HANDEDLY altered the course of Crypto history “The mythical Ansem RT has put more products in front of the eyes of millions and created more traders and influencers than any single Twitter account ever. You could arguably pinpoint billions, even trillions of dollars of inflows just from the Ansem RT” “Probably the singular staple of Crypto Twitter and the most important account to ever exist in our industry. I’m not sure who I am without Ansem, or what most of this industry looks like without Ansem. I’m not sure memecoins happen the same way. I’m not sure Mert and the Solana explosion happens. I’m not sure 2024 plays out the way it does, or if Donald Trump launches a memecoin, if Ansem never creates a Crypto Twitter account, and I mean that” “Ansem is number one on the Crypto Twitter Top 75 tier list and the GREATEST to ever do it, the GREATEST tweeter of all time, the GREATEST poster of all time, and the Ansem RT is the most mythical achievement you can earn”

Mikli

128,898 views • 8 months ago

Tom Lee: Ethereum DATs can use ~$500 million in annual staking rewards to fund grants for Ethereum ecosystem “The Ethereum Treasuries — Bitmine and Sharplink among others — now own 7% of the Ethereum supply… Treasury stock is essentially supply permanently taken out from the ecosystem, but we also own the yield. The yield is around 3% so today these public treasuries are generating ~$500 million in rewards, and that is what we can use to fund and grant the crypto ecosystem.” Lee believes that the Ethereum Foundation narrowing its focus to CROPs (censorship resistance, openness, privacy and security) is the right decision. “Ethereum is a $240 billion network value entity. It has been operating for 11 years without a single day of downtime. There’s 11,500 nodes in 89 different countries. And there’s 15,000 developers. I think this is too big to be coordinated by a single foundation.” As Ethereum continues to scale, he believes the ecosystem will move beyond a foundation-centric model and points to private companies like Etherealize, Optimism, Consensys, Enterprise Ethereum Alliance, and Offchain Labs that represent the Ethereum ecosystem and are already doing enterprise engagement. “This list doesn’t yet reflect the spinoffs coming from the Ethereum Foundation. There’s at least five, and I think Bitmine will play a role in granting and supporting any of those that come out.” “I think Ethereum is in good hands because the foundation is going to be stronger by staying focused. We have a lot of private sector companies already building products and important L2s on Ethereum. And of course, the treasuries are here to help with funding and granting… If you’re bearish, you are selling at the bottom.”
6:32

Tom Lee: Ethereum DATs can use ~$500 million in annual staking rewards to fund grants for Ethereum ecosystem “The Ethereum Treasuries — Bitmine and Sharplink among others — now own 7% of the Ethereum supply… Treasury stock is essentially supply permanently taken out from the ecosystem, but we also own the yield. The yield is around 3% so today these public treasuries are generating ~$500 million in rewards, and that is what we can use to fund and grant the crypto ecosystem.” Lee believes that the Ethereum Foundation narrowing its focus to CROPs (censorship resistance, openness, privacy and security) is the right decision. “Ethereum is a $240 billion network value entity. It has been operating for 11 years without a single day of downtime. There’s 11,500 nodes in 89 different countries. And there’s 15,000 developers. I think this is too big to be coordinated by a single foundation.” As Ethereum continues to scale, he believes the ecosystem will move beyond a foundation-centric model and points to private companies like Etherealize, Optimism, Consensys, Enterprise Ethereum Alliance, and Offchain Labs that represent the Ethereum ecosystem and are already doing enterprise engagement. “This list doesn’t yet reflect the spinoffs coming from the Ethereum Foundation. There’s at least five, and I think Bitmine will play a role in granting and supporting any of those that come out.” “I think Ethereum is in good hands because the foundation is going to be stronger by staying focused. We have a lot of private sector companies already building products and important L2s on Ethereum. And of course, the treasuries are here to help with funding and granting… If you’re bearish, you are selling at the bottom.”

Etherealize

126,049 views • 2 months ago

Ansem explains why Robinhood Chain is a net positive for crypto "I think it's net positive for somebody as big as Vlad, and a product as big as Robinhood, to be bullish on crypto and active onchain" "They've done some things poorly in the past but i'm generally bullish on Robinhood Chain" "They have huge distribution with their CEX. Hopefully they're more successful than Coinbase has been at getting all those people onchain" "It's CT-native capital that drives the early flows in crypto. It's not the 100 million retail customers that drives the first move, it's CT. We're the ones who determine which trends happen, because we're the ones with the most capital onchain"
1:18

Ansem explains why Robinhood Chain is a net positive for crypto "I think it's net positive for somebody as big as Vlad, and a product as big as Robinhood, to be bullish on crypto and active onchain" "They've done some things poorly in the past but i'm generally bullish on Robinhood Chain" "They have huge distribution with their CEX. Hopefully they're more successful than Coinbase has been at getting all those people onchain" "It's CT-native capital that drives the early flows in crypto. It's not the 100 million retail customers that drives the first move, it's CT. We're the ones who determine which trends happen, because we're the ones with the most capital onchain"

Market Bubble

29,757 views • 1 month ago

I added a new tattoo: "Ansem To 1 Billion" I did this because I truly believe $ANSEM can go to $1B. But this is bigger than just a ticker. I admire Ansem 🐂🀄️ because he actually cares about the Solana community. He came back to Solana, created energy again, and kept asking the question a lot of people in the trenches have been waiting for: when Pump.fun airdrop? I’ll be honest. I’m not even a $ANSEM holder right now. I lost a lot of money in the pumpfun trenches before Ansem 🐂🀄️ came back. When he created the runner, I had no money left to participate. That hurts, but this is not me begging or asking for pity. This tattoo is my way of showing belief, respect, and support for what Ansem 🐂🀄️ is doing. Because many of us are still waiting. Pumpfun once gave hope to the community about an airdrop, but until now there is still no clear news. A lot of real users spent money, traded, lost, tried again, and helped build the entire ecosystem from the trenches. I hope more CT and KOLs become like Ansem 🐂🀄️ ,people who actually care about the #Solana community, not only when the market is hot. $ANSEM, you are a real GOAT. Keep going with your mission. The community is here. Send $ANSEM to 1 Billion. And if there is any small blessing for me, I would be grateful: 2NiaLvo8H3qA7qxiPQL3qZJMGeZsPRdWfKhTnwtYm6kn
3:24

Sensitive content

I added a new tattoo: "Ansem To 1 Billion" I did this because I truly believe $ANSEM can go to $1B. But this is bigger than just a ticker. I admire Ansem 🐂🀄️ because he actually cares about the Solana community. He came back to Solana, created energy again, and kept asking the question a lot of people in the trenches have been waiting for: when Pump.fun airdrop? I’ll be honest. I’m not even a $ANSEM holder right now. I lost a lot of money in the pumpfun trenches before Ansem 🐂🀄️ came back. When he created the runner, I had no money left to participate. That hurts, but this is not me begging or asking for pity. This tattoo is my way of showing belief, respect, and support for what Ansem 🐂🀄️ is doing. Because many of us are still waiting. Pumpfun once gave hope to the community about an airdrop, but until now there is still no clear news. A lot of real users spent money, traded, lost, tried again, and helped build the entire ecosystem from the trenches. I hope more CT and KOLs become like Ansem 🐂🀄️ ,people who actually care about the #Solana community, not only when the market is hot. $ANSEM, you are a real GOAT. Keep going with your mission. The community is here. Send $ANSEM to 1 Billion. And if there is any small blessing for me, I would be grateful: 2NiaLvo8H3qA7qxiPQL3qZJMGeZsPRdWfKhTnwtYm6kn

ghniy

157,216 views • 2 months ago

[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.
2:04

[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 views • 1 month ago

Kyle Reidhead (Kyle Reidhead | Milk Road) explains why he agrees with David Hoffman in the short term and disagrees in the long term: "David's article: Ethereum is going to be great, but ETH won't be any good. I disagree with that. But I agree with it in the short term." "ETH is $250 billion, ridiculous for what's done on it today. Short term: HYPE is a better bet." "Long term: ETH is probably the best bet on the crypto ecosystem. Agentic payments, tokenization, treasuries, stocks onchain. Ethereum benefits. ETH has a place. We just need a lot more onchain first."
1:23

Kyle Reidhead (Kyle Reidhead | Milk Road) explains why he agrees with David Hoffman in the short term and disagrees in the long term: "David's article: Ethereum is going to be great, but ETH won't be any good. I disagree with that. But I agree with it in the short term." "ETH is $250 billion, ridiculous for what's done on it today. Short term: HYPE is a better bet." "Long term: ETH is probably the best bet on the crypto ecosystem. Agentic payments, tokenization, treasuries, stocks onchain. Ethereum benefits. ETH has a place. We just need a lot more onchain first."

The Rollup

22,839 views • 2 months ago

Ansem says crypto’s lows may already be in and the next 3–6 months could be the best time to position before the crowd admits it’s a bull market. “I think the lows are already in, but we’re gonna have a choppy period where price is sideways and still ranging.” “During that period is when I think it’s gonna be the best time to position before the rest of the population actually agrees that we’re in a bull market.” He says this is when early-stage projects could offer the best opportunities and coins could trade at major discounts. “I think 3 to 6 months is when it’s gonna be like, ‘Oh, now we’re in a bull market for crypto.’”
0:57

Ansem says crypto’s lows may already be in and the next 3–6 months could be the best time to position before the crowd admits it’s a bull market. “I think the lows are already in, but we’re gonna have a choppy period where price is sideways and still ranging.” “During that period is when I think it’s gonna be the best time to position before the rest of the population actually agrees that we’re in a bull market.” He says this is when early-stage projects could offer the best opportunities and coins could trade at major discounts. “I think 3 to 6 months is when it’s gonna be like, ‘Oh, now we’re in a bull market for crypto.’”

Umar 🐂🀄️

19,239 views • 1 month ago

2025 Will Be a Year of Crypto Competition. Can Ethereum Make a Comeback? of Aave and of Infinex join Unchained to discuss: 🤺 How Solana has outpaced Ethereum on key metrics 🤖 AI agents are revolutionizing DeFi and token launches 💹 Why ETH’s price cycle often overshadows its fundamentals 😱 What should be done about the Ethereum Foundation Plus, their predictions for crypto in 2025. 🔮 Timestamps: 00:00 Intro 03:35 Why 2024 marked a pivotal year for crypto 07:02 The impact AI agents could have on onchain innovation in 2025 14:47 AI agents emerging as a force in venture investing 22:10 How fundamentals-driven projects are set to dominate, according to Marc 26:05 Solana’s continued momentum against Ethereum 37:56 Is Base is cannibalistic to Ethereum, and can it compete with Solana? 42:53 Can Ethereum achieve its roadmap before competitors dethrone it? 52:30 How Coinbase seems to be prioritizing Ethereum and Base, and whether they’re intentionally penalizing Solana 1:00:10 How Ethereum’s reputation depends on price action over fundamentals 1:08:43 Why no one is happy with the Ethereum Foundation and what its purpose should be 1:24:57 Kain’s doubts about the native rollups proposal 1:31:12 Whether Ethena is pushing down the price of ETH 1:34:00 Kain and Marc’s thoughts on crypto phones like the forthcoming Solana Seeker 1:42:07 Key predictions from Kain and Marc for 2025 Thank you to our sponsors! Stellar Robinhood & Arbitrum Kelp Polkadot
1:48:59

2025 Will Be a Year of Crypto Competition. Can Ethereum Make a Comeback? of Aave and of Infinex join Unchained to discuss: 🤺 How Solana has outpaced Ethereum on key metrics 🤖 AI agents are revolutionizing DeFi and token launches 💹 Why ETH’s price cycle often overshadows its fundamentals 😱 What should be done about the Ethereum Foundation Plus, their predictions for crypto in 2025. 🔮 Timestamps: 00:00 Intro 03:35 Why 2024 marked a pivotal year for crypto 07:02 The impact AI agents could have on onchain innovation in 2025 14:47 AI agents emerging as a force in venture investing 22:10 How fundamentals-driven projects are set to dominate, according to Marc 26:05 Solana’s continued momentum against Ethereum 37:56 Is Base is cannibalistic to Ethereum, and can it compete with Solana? 42:53 Can Ethereum achieve its roadmap before competitors dethrone it? 52:30 How Coinbase seems to be prioritizing Ethereum and Base, and whether they’re intentionally penalizing Solana 1:00:10 How Ethereum’s reputation depends on price action over fundamentals 1:08:43 Why no one is happy with the Ethereum Foundation and what its purpose should be 1:24:57 Kain’s doubts about the native rollups proposal 1:31:12 Whether Ethena is pushing down the price of ETH 1:34:00 Kain and Marc’s thoughts on crypto phones like the forthcoming Solana Seeker 1:42:07 Key predictions from Kain and Marc for 2025 Thank you to our sponsors! Stellar Robinhood & Arbitrum Kelp Polkadot

Laura Shin

99,322 views • 1 year 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"
1:37

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 Bubble

30,872 views • 1 month ago

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?
34:28

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?

Michaël van de Poppe

422,844 views • 1 month ago

Ansem breaks down the exact portfolio makeup to hit a 100x without nuking your account. [2024 Throwback] If the crypto space marks up 5x and you gambled your entire bag on 100k market cap coins, you will have absolutely nothing to show for it. That is why so many people are angry right now. The best strategy for anyone new is a 70/30 split. Put 70% in safe plays you do not touch, like Solana, Bitcoin, Ethereum, or Coinbase stock. The other 30% is where you can be as degen as you want. Memecoins are the obvious speculative play, but the real alpha is hidden elsewhere. Right now, literally all the attention is on memes. Crypto investors run completely on momentum, pivot super quickly, and rarely do their own research. Because of this, there is massive opportunity in finding altcoins that are down from their highs or completely new this cycle with zero attention. If you do the fundamental research and take the trade before the crowd pivots, you win. It is exactly what happened with Solana post-FTX when everyone thought it was dead. Find the play before the momentum hits.
2:02

Ansem breaks down the exact portfolio makeup to hit a 100x without nuking your account. [2024 Throwback] If the crypto space marks up 5x and you gambled your entire bag on 100k market cap coins, you will have absolutely nothing to show for it. That is why so many people are angry right now. The best strategy for anyone new is a 70/30 split. Put 70% in safe plays you do not touch, like Solana, Bitcoin, Ethereum, or Coinbase stock. The other 30% is where you can be as degen as you want. Memecoins are the obvious speculative play, but the real alpha is hidden elsewhere. Right now, literally all the attention is on memes. Crypto investors run completely on momentum, pivot super quickly, and rarely do their own research. Because of this, there is massive opportunity in finding altcoins that are down from their highs or completely new this cycle with zero attention. If you do the fundamental research and take the trade before the crowd pivots, you win. It is exactly what happened with Solana post-FTX when everyone thought it was dead. Find the play before the momentum hits.

Umar

268,560 views • 1 month ago

Running Through Ethereum with hamdi (Ep. 1) I started craic overflow because I had questions about where Ethereum is headed, and I wanted to ask them to the people shaping it. I decided to interview Hamdi while jogging because as a software engineer, I honestly spend way too much time sitting on my ass. Never been more bullish on the future of Ethereum. 00:00 - Intro 00:08 - Hamdi 00:40 - What's The Craic? 01:59 - How did Hamdi get into crypto? 02:40 - Why not plasma? 03:24 - Working at OP Labs/Optimism 04:06 - Shipping L2 Interoperability 05:12 - Building on the Superchain 05:30 - Asynchronicity in Solidity 07:00 - Predications for Ethereum 08:46 - What are the hurdles for Ethereum? 09:47 - Stablecoins 10:22 - Application specific chains 11:53 - Wallet UX 13:18 - Quick breather 13:30 - Why are you in crypto? 14:20 - How do you find balance? 16:20 - Hot take on ETH the asset 17:39 - The chains security 18:53 - Market talk 19:45 - Data availability 21:01 - Onchain L2 configs 21:22 - Outro
21:34

Running Through Ethereum with hamdi (Ep. 1) I started craic overflow because I had questions about where Ethereum is headed, and I wanted to ask them to the people shaping it. I decided to interview Hamdi while jogging because as a software engineer, I honestly spend way too much time sitting on my ass. Never been more bullish on the future of Ethereum. 00:00 - Intro 00:08 - Hamdi 00:40 - What's The Craic? 01:59 - How did Hamdi get into crypto? 02:40 - Why not plasma? 03:24 - Working at OP Labs/Optimism 04:06 - Shipping L2 Interoperability 05:12 - Building on the Superchain 05:30 - Asynchronicity in Solidity 07:00 - Predications for Ethereum 08:46 - What are the hurdles for Ethereum? 09:47 - Stablecoins 10:22 - Application specific chains 11:53 - Wallet UX 13:18 - Quick breather 13:30 - Why are you in crypto? 14:20 - How do you find balance? 16:20 - Hot take on ETH the asset 17:39 - The chains security 18:53 - Market talk 19:45 - Data availability 21:01 - Onchain L2 configs 21:22 - Outro

malone

11,924 views • 1 year ago

Why BlackRock CEO Larry Fink calls Ethereum “the toll road to tokenization” “In Davos, my old boss Larry Fink had a great slide when he was talking about the future of finance that said, ‘Ethereum is the toll road to tokenization.’” BlackRock’s former Head of Crypto Joseph Chalom explains: “There’s a recognition from the largest, most sophisticated institutions in the world that Ethereum is going to be the global financial ledger because it has the trust, liquidity and security.” Asked if there’s a role for more centralized L1 blockchains, Joseph replies: “I do think there will be roles for other L1s — I think they’ll be specialized. Solana does an amazing job on meme coins, altcoins, and gaming, and there may be use cases. But if you look where the largest financial institutions in the world are building their money market funds, trading applications — Robinhood, Coinbase — it’s on Ethereum. I’m not here to FUD others. I think the Solana Foundation did a great job over the past several years when there was a bit of a gap in the Ethereum narrative and leadership to steal some of that marketing thunder. But marketing thunder is not real world use cases.”
1:03

Why BlackRock CEO Larry Fink calls Ethereum “the toll road to tokenization” “In Davos, my old boss Larry Fink had a great slide when he was talking about the future of finance that said, ‘Ethereum is the toll road to tokenization.’” BlackRock’s former Head of Crypto Joseph Chalom explains: “There’s a recognition from the largest, most sophisticated institutions in the world that Ethereum is going to be the global financial ledger because it has the trust, liquidity and security.” Asked if there’s a role for more centralized L1 blockchains, Joseph replies: “I do think there will be roles for other L1s — I think they’ll be specialized. Solana does an amazing job on meme coins, altcoins, and gaming, and there may be use cases. But if you look where the largest financial institutions in the world are building their money market funds, trading applications — Robinhood, Coinbase — it’s on Ethereum. I’m not here to FUD others. I think the Solana Foundation did a great job over the past several years when there was a bit of a gap in the Ethereum narrative and leadership to steal some of that marketing thunder. But marketing thunder is not real world use cases.”

Etherealize

22,603 views • 5 months ago

[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.
1:21

[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 views • 21 days ago

Rasmr says solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump could be the Trojan horse that ushers in the next on-chain bull season "Imagine there's a bull market six months from now. What's a coin that's gonna be on-chain today and still be on-chain in six months? solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump. He's not gonna give up on it. Ansem is going to be the biggest crypto influencer of all time, and when the bull market comes around, he's gonna be even bigger because he called that the bull was coming" "If Ansem is bull-posting a coin every single day during a bull market, what does that coin go to? It goes over a billion. Is kind of like a Trojan horse that's going to usher in the major on-chain bull season. A lot of people are sleeping on that"
1:13

Rasmr says solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump could be the Trojan horse that ushers in the next on-chain bull season "Imagine there's a bull market six months from now. What's a coin that's gonna be on-chain today and still be on-chain in six months? solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump. He's not gonna give up on it. Ansem is going to be the biggest crypto influencer of all time, and when the bull market comes around, he's gonna be even bigger because he called that the bull was coming" "If Ansem is bull-posting a coin every single day during a bull market, what does that coin go to? It goes over a billion. Is kind of like a Trojan horse that's going to usher in the major on-chain bull season. A lot of people are sleeping on that"

Mikli

17,894 views • 1 month ago

Rasmr reveals how he turned one Ansem interview into 6 clips and went viral in 2 weeks "nobody had seen Ansem on camera so i go interview him, five and a half minutes, i didn't just post the full clip, i fucking made it six clips and posted them throughout the week" "that next monday i dropped Wif vs Arbitrum, went to Washington square park and asked normies which memecoin do you prefer" "that was such a snipe in the crypto zeitgeist, triple plat million views, my first two weeks were fucking giga giga viral"
1:36

Rasmr reveals how he turned one Ansem interview into 6 clips and went viral in 2 weeks "nobody had seen Ansem on camera so i go interview him, five and a half minutes, i didn't just post the full clip, i fucking made it six clips and posted them throughout the week" "that next monday i dropped Wif vs Arbitrum, went to Washington square park and asked normies which memecoin do you prefer" "that was such a snipe in the crypto zeitgeist, triple plat million views, my first two weeks were fucking giga giga viral"

Yonan

29,302 views • 3 months ago

Threadguy explains his bull case for Solana “I had a thought in the last couple days that we buy Solana. Hear me out, if the narrative is death to infra slop, then all L2s are worthless and Ethereum is generally uninteresting” “Arbitrum, Blast, Berachain, AVAX, everything is dead, but if you believe the speculative onchain thesis plays out, it’s going to happen on Solana” “To not believe in Solana’s success is to be short degeneracy”
1:22

Threadguy explains his bull case for Solana “I had a thought in the last couple days that we buy Solana. Hear me out, if the narrative is death to infra slop, then all L2s are worthless and Ethereum is generally uninteresting” “Arbitrum, Blast, Berachain, AVAX, everything is dead, but if you believe the speculative onchain thesis plays out, it’s going to happen on Solana” “To not believe in Solana’s success is to be short degeneracy”

Jack

46,151 views • 6 months ago