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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 Aufrufe • vor 2 Monaten •via X (Twitter)

Anya Rossi• Live Now

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36 Kommentare

Profilbild von alexander

alexandervor 2 Monaten

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

Profilbild von fibs (6,9)

fibs (6,9)vor 2 Monaten

could this affect chillhouse?

Profilbild von Smolana burn

Smolana burnvor 2 Monaten

I'll prove all these thesis wrong today 🙏🏻

Profilbild von sherry

sherryvor 2 Monaten

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

Profilbild von onchain_vol

onchain_volvor 2 Monaten

is that a bet on @a1lon9?

Profilbild von Jaylene🐰

Jaylene🐰vor 2 Monaten

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

Profilbild von Jcryptik

Jcryptikvor 2 Monaten

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

Profilbild von R 🐙

R 🐙vor 2 Monaten

the solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn + $Cupsey thesis is also strong

Profilbild von Franklin the Pump Dot Fun Guy

Franklin the Pump Dot Fun Guyvor 2 Monaten

$Pump has outperformed $sol since ICO

Profilbild von Sabetzz (TROLL arc)

Sabetzz (TROLL arc)vor 2 Monaten

$UwU thesis + visual orgasm

Profilbild von AlphaBaller | S1ck

AlphaBaller | S1ckvor 2 Monaten

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

Profilbild von GOUT

GOUTvor 2 Monaten

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

Profilbild von lyxe

lyxevor 2 Monaten

looks good send it

Profilbild von TOP🔝

TOP🔝vor 2 Monaten

When is $pumps next unlock ?

Profilbild von Ansem 🐂🀄️

Ansem 🐂🀄️vor 2 Monaten

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

Profilbild von TOP🔝

TOP🔝vor 2 Monaten

Thanks

Profilbild von Zyaf

Zyafvor 2 Monaten

Interesting

Profilbild von eye zen hour 🥶

eye zen hour 🥶vor 2 Monaten

been DCAing the entire bottom

Profilbild von CryptoMexican ®🌳

CryptoMexican ®🌳vor 2 Monaten

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

Profilbild von meowketing 🦄🐈‍⬛

meowketing 🦄🐈‍⬛vor 2 Monaten

this is what happened to the last person who faded UwU

Profilbild von The Fro Horse

The Fro Horsevor 2 Monaten

size frohorse

Profilbild von ANIME 🐂🀄️

ANIME 🐂🀄️vor 2 Monaten

Ansem flip pump

Profilbild von Mimau

Mimauvor 2 Monaten

Set up

Profilbild von Kryptic

Krypticvor 2 Monaten

Actually talking about something useful for once

Profilbild von The Buy Button

The Buy Buttonvor 2 Monaten

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

Profilbild von Noki

Nokivor 2 Monaten

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

Profilbild von Mizzy (🐧, τ )

Mizzy (🐧, τ )vor 2 Monaten

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

Profilbild von TMoneyBobo 🐂🀄️

TMoneyBobo 🐂🀄️vor 2 Monaten

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

Profilbild von WalletX.gg - Profitable Wallets Scraper

WalletX.gg - Profitable Wallets Scrapervor 2 Monaten

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

Profilbild von Atoutou 🐂🀄️,

Atoutou 🐂🀄️,vor 2 Monaten

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 🐂

Profilbild von ceen

ceenvor 2 Monaten

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

Profilbild von Kriist00 🎰

Kriist00 🎰vor 2 Monaten

$febu thesis Febillions

Profilbild von leviathan87

leviathan87vor 2 Monaten

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

Profilbild von Yolkix

Yolkixvor 2 Monaten

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.

Profilbild von Rayin 🐂🀄️

Rayin 🐂🀄️vor 2 Monaten

great setup love to be ansemguy

Profilbild von Cayy

Cayyvor 2 Monaten

🚀🚀🚀

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Ansem says $VVV is one of the sleeper consumer app play in crypto "VVV is a sleeper consumer app play onchain. I think VVV is one of the sleeper plays in crypto" "They have like 4 million users right now. I think they just hit like $100 million annualized revenue" "VVV is one of the applications that has found breakout success and consumer success, which is extremely hard to do with customers that aren't even really crypto-native" "I think the narrative for them as uncensored AI is just great generally going forward" "For the same reason that Bitcoin made a ton of sense, like uncensored money, you should have uncensored access to AI, especially if AI is going to continue to get a lot more impressive over the years" "It's a great trade. It was a really strong leader this year. It went from $1 to $20" "Their numbers are fucking through the roof. They're crushing it" "I think it's rare that a crypto app is crushing it outside of crypto and also has a token attached to it. And the team is focused on delivering value to the token as well" "I like Venice a lot. There's not really much that they're competing with in the AI space right now in crypto"

Ansem says $VVV is one of the sleeper consumer app play in crypto "VVV is a sleeper consumer app play onchain. I think VVV is one of the sleeper plays in crypto" "They have like 4 million users right now. I think they just hit like $100 million annualized revenue" "VVV is one of the applications that has found breakout success and consumer success, which is extremely hard to do with customers that aren't even really crypto-native" "I think the narrative for them as uncensored AI is just great generally going forward" "For the same reason that Bitcoin made a ton of sense, like uncensored money, you should have uncensored access to AI, especially if AI is going to continue to get a lot more impressive over the years" "It's a great trade. It was a really strong leader this year. It went from $1 to $20" "Their numbers are fucking through the roof. They're crushing it" "I think it's rare that a crypto app is crushing it outside of crypto and also has a token attached to it. And the team is focused on delivering value to the token as well" "I like Venice a lot. There's not really much that they're competing with in the AI space right now in crypto"

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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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Onchain Foundation

16,904 Aufrufe • vor 2 Jahren

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.

Alexander Lorenzo

13,588 Aufrufe • vor 1 Monat

📈 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

📈 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

bg2clips

93,888 Aufrufe • vor 6 Monaten

[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 3 Monaten

"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 Aufrufe • vor 4 Monaten

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.

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.

Brandon Hong

110,076 Aufrufe • vor 1 Jahr