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$PUMP thesis + trade setup from stream last week $1M a day with worst onchain conditions is notable, one of the few stories in crypto where the issue is actually the narrative & sentiment instead of the actual fundamentals of the business if $SOL onchain picks back up this... show more

Ansem 🐂🀄️

1,411,629 subscribers

266,717 views • 2 months ago •via X (Twitter)

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36 Comments

alexander2 months ago

If you want to comp $HYPE and $PUMP, you need to comp both revenue and emissions.

fibs (6,9)2 months ago

could this affect chillhouse?

Smolana burn2 months ago

I'll prove all these thesis wrong today 🙏🏻

sherry2 months ago

Until they give an explanation about the airdrop, Pumpfun is cooked

onchain_vol2 months ago

is that a bet on @a1lon9?

Jaylene🐰2 months ago

already sized in, just waiting for the rest of the timeline to catch up. pump & Ansem obvious place to be positioned this cycle

Jcryptik2 months ago

The main thesis…. Hat stays on….. the BULL solana:62YE1d4sRArBQzR5bdbxsx2k9LV3MdPV4xMC4Di2pump

R 🐙2 months ago

the solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn + $Cupsey thesis is also strong

Franklin the Pump Dot Fun Guy2 months ago

$Pump has outperformed $sol since ICO

Sabetzz (TROLL arc)2 months ago

$UwU thesis + visual orgasm

AlphaBaller | S1ck2 months ago

@blknoiz06 does your $san chan thesis still there ? you top holder.

GOUT2 months ago

are you telling just to go long without having to say looong

lyxe2 months ago

looks good send it

TOP🔝2 months ago

When is $pumps next unlock ?

Ansem 🐂🀄️2 months ago

believe the main one already happened & theyre unlocking every month now

TOP🔝2 months ago

Thanks

Zyaf2 months ago

Interesting

eye zen hour 🥶2 months ago

been DCAing the entire bottom

CryptoMexican ®🌳2 months ago

Boos Grab a bag of this solana:23LGuH8WeZYVXRUSvqHcxzAZpSZT1PzTG8yYJfXPpump real pure meme

meowketing 🦄🐈‍⬛2 months ago

this is what happened to the last person who faded UwU

The Fro Horse2 months ago

size frohorse

ANIME 🐂🀄️2 months ago

Ansem flip pump

Mimau2 months ago

Set up

Kryptic2 months ago

Actually talking about something useful for once

The Buy Button2 months ago

the funniest outcome is always the meme quietly acquiring an income statement

Noki2 months ago

Hey 30 day still holding didn’t get any airdrop goat @blknoiz06

Mizzy (🐧, τ )2 months ago

Solana is gonna come back and momentum is gonna come back onchain again CEX are folding up, it’s time for DEX to shine, Hyperliquid already surpass CEX in perp volume Verysoon it will the go to perp platform for normies

TMoneyBobo 🐂🀄️2 months ago

It’s a boycott due to the airdrop. I’m sure once solana picks up, people will drop the boycott

WalletX.gg - Profitable Wallets Scraper2 months ago

"worst onchain conditions" still printing $1M a day bro the baseline just disrespected half of CT's revenue

Atoutou 🐂🀄️,2 months ago

the market is pricing in the narrative, not the fundamentals. $1M/day in one of the worst onchain environments is insane. if Solana activity comes back, $PUMP re-rating is going to be violent 🐂

ceen2 months ago

I vividly remember the video of you talking about waiting for a bottom confirmation right as the bottom confirmation was being made

Kriist00 🎰2 months ago

$febu thesis Febillions

leviathan872 months ago

neiro did 309M in 3 days cate can do same for pump and sol

Yolkix2 months ago

The fact that a few of you guys suggesting that buying a profitable business with an insanely beat down chart means you @Bluntz_Capital and anyone else suggesting it had to have been paid off says everything you need to know about a potential bottom.

Rayin 🐂🀄️2 months ago

great setup love to be ansemguy

Cayy2 months ago

🚀🚀🚀

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i’m looking at SOL through a much longer time horizon than current revenue if crypto keeps moving capital and assets onchain, the L1s that become core infrastructure should be valued around the activity they could support over decades Solana today only has a small number of applications generating serious revenue the upside case comes from what happens if that becomes hundreds or thousands of successful businesses built onchain for me, that future activity matters more than a snapshot of L1 economics today

i’m looking at SOL through a much longer time horizon than current revenue if crypto keeps moving capital and assets onchain, the L1s that become core infrastructure should be valued around the activity they could support over decades Solana today only has a small number of applications generating serious revenue the upside case comes from what happens if that becomes hundreds or thousands of successful businesses built onchain for me, that future activity matters more than a snapshot of L1 economics today

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Introducing the Onchain Membership — your once-in-a-lifetime opportunity to become one of the Onchain's 2,500 Founding Members. 🌟 What does it mean to be a Founding Member of Onchain? You'll have: • Unlimited access to all Onchain reports • and the upcoming Web3 Insights Marketplace • Guaranteed token airdrops from partners • Free editions of the Onchain Print Magazine • Lifetime discounts at the Onchain Store • Unique PFP NFT designed by a renowned artist • And more. ✅ Claim one of only 2,500 Onchain Membership NFTs and secure your spot as a Founding Member! 👉🏻 Sign up for the waitlist at:

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My running theory is that the capital rotates out of AI and back into crypto. The coins we're watching for it are inside. Link in bio or A dollar a month. AI is at all time highs. The stock market is at all time highs. That is the worst thing you can be buying. Crypto is sitting near the lows of this cycle, which is the best thing you can be buying. People will tell you bitcoin is just a beta to stocks, meaning it only moves when stocks move. When someone says that, I know they don't know crypto. There's some truth to it in the risk on sense, but look at the actual data. Stocks have been going crazy and bitcoin stayed flat this entire period. Here's the part nobody brings up. ChatGPT went public in November 2022, the same month bitcoin printed its cycle low. Put two and two together.

My running theory is that the capital rotates out of AI and back into crypto. The coins we're watching for it are inside. Link in bio or A dollar a month. AI is at all time highs. The stock market is at all time highs. That is the worst thing you can be buying. Crypto is sitting near the lows of this cycle, which is the best thing you can be buying. People will tell you bitcoin is just a beta to stocks, meaning it only moves when stocks move. When someone says that, I know they don't know crypto. There's some truth to it in the risk on sense, but look at the actual data. Stocks have been going crazy and bitcoin stayed flat this entire period. Here's the part nobody brings up. ChatGPT went public in November 2022, the same month bitcoin printed its cycle low. Put two and two together.

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📈 Brad Gerstner on the insane revenue numbers coming out of Anthropic: "We had a $6 billion month out of Anthropic in February...It was only a 28-day month. That's more revenue than the annual revenue of Databricks and Snowflake – that are two of the greatest software companies of all time after 12 years, right? They could do, in the first four or five months of this year, the total revenue of SpaceX this year." –Brad Gerstner on The All-In Podcast

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93,888 views • 6 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.

[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.

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83,894 views • 3 months ago

"What is the point of Bitcoin at this point?" 📉🤔 Nick O’Neill doesn't hold back on the state of the market. It’s not acting as a store of value, it’s completely un-correlating from tech stocks while they rip, and the Michael Saylor/MicroStrategy catalyst is flipping negative. If the tech is slow and the OG narrative is shifting, what's the actual thesis for holding?

"What is the point of Bitcoin at this point?" 📉🤔 Nick O’Neill doesn't hold back on the state of the market. It’s not acting as a store of value, it’s completely un-correlating from tech stocks while they rip, and the Michael Saylor/MicroStrategy catalyst is flipping negative. If the tech is slow and the OG narrative is shifting, what's the actual thesis for holding?

HENRY

98,507 views • 4 months ago

Two weeks ago, I called the $ETH pump from 2.8k to 4k $SOL has a chance to do the same. In this video I discuss why I'm max long Solana and how we are experiencing some of the greatest conditions for alts in years. If you haven't made it in crypto yet, your time is now.

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Brandon Hong

110,076 views • 1 year ago