Ansem 🐂🀄️

“@umar_xbt up, up a lot”

“long $BTC entry: $82k stop: $74.6k target: ATHs https://t.co/nm039lKNjv”

“i’m viewing this pullback as a potential spot to add to high-conviction positions BTC recently tested the yearly open around $87.5k before pulling back toward $81.7k $75k is the key level i’m watching on the downside, while reclaiming $87.5k would strengthen the bullish setup rates and geopolitical tensions remain the biggest macro risks here as long as the structure holds, i’m more interested in accumulating through the volatility”

“dont think this ethos is dead, its precisely the reason hyperliquid has done so well, not only has jeff focused heavily on the original ethos of crypto re: decentralization & financial access for anyone with an internet connection, but he also built his protocol in a way that the earliest users printed generational wealth, the difference between anthropic & hyperliquid is anthropic will ipo at two trillion dollars & users captured zero of that upside believe that as crypto is more institutionalized it also makes it easier and more possible that we see more stories like hyperliquid from talented founders who build in crypto and use tokenization as a means of delivering value back to their earliest supporters it's interesting tho bc the same sentiment you are talking about re: how ppl are interested in the most speculative parts of the market is also why founders who build in public will be able to bootstrap activity early on”

“stone bottom https://t.co/hk7VfjT7Qc”

“stone bottom https://t.co/hk7VfjT7Qc”

“onchain bottomed first, majors did not move until after, coins going from 0-> few hundred million in few weeks will always result in a 75-80% drawdown & consolidation afterwards, next leg up will be led by majors & cex alts btc/hype/zec/pump etc, which will increase retail interest & continued traction of mobile apps will lead to the next leg higher for onchain coins, believe pump at all time highs will be great catalyst for higher ceilings for onchain coins”

“another reason why i am so bullish bitcoin here last cycle it did not even make a new ATH against gold, if you believe in the thesis that $BTC is the best form of digital hard money then the gap between $BTC & $XAU is going to continue to close gold is $30T, btc is $1.7T & the closer this gap gets the more it makes sense for governments to hold bitcoin on their balance sheets the same way they do with gold”

“@ParallelAiRev they ignored me when i flipped bullish eth but now they see the vision, multi-cycle dev shipping novel tech at intersection of ai x crypto x speculation, will always get bid by the eth whales”

“@andyyy 10T is first target for bitcoin”

“you thought onchain was hot now imagine when $SOL is > $200 & $PUMP is > $0.01 100x opps otw 😳”

“there are demons on the 1 minute chart trying to convince you that the $BTC chart is somehow bearish stop listening to the demons, the pain trade is up https://t.co/nKlHbSCZhm”

“@alchemifydotfun good entry”

“@Sp1cytrenches most important level was .0048-.0054 imo, retest held -> ATHs soon https://t.co/Wfcl9JF6XY”

“pump/sol & pump/usd pairings, swapped some more solana into pump betting on weekly close > .0055 and .01+ shortly after already 5x off bottom from summer & leading altcoin thus far this cycle believe this breaking ATHs will raise ceilings for all new launches, still very underowned, yearlong accumulation & buybacks remain consistent with crosschain mobile app gaining traction ---- other general market thoughts zec 400 to 1600 in Q3, up from 40 in september of 2025, (500M -> 20B mcap) by far the top crypto performer of the past year, entering the double bubble turbulent area where price action becomes most volatile and blow off top ensues, i believe btc 2017 is best comp, aggressive uptrend+selloffs all year btc eth & sol holding above range highs after good move off the lows from the summer, pa has been clean, no large liq runs yet but believe most are still offsides, think higher before pullbacks hype & lit have been strong but recently sold off p aggro on robinhood perps integration news, believe this is the time period where it will make the most sense for hyperliquid & lighter to be aggressive with marketing, especially hyperliquid as i feel they have dominated but mostly exhuasted all of the liquidity of the crypto native cohort, hyperliquid has ~100k active traders? RH has 25M DAUs, want to see hyperliquid move aggressively into marketing towards more retail but also tradfi HNWI clients, am sure they are already thinking of ways to do this but is necessary step for them becoming 1T+ behemoth as Jeff envisions, partnership with Kraken on US integration is a big step this is also the area where i expect a lot of builders to capitalize, HL builder codes are designed in such a way that retail frontends can build easily on top, believe gamified hyperliquid mobile apps will be some of the most successful crypto apps this cycle, similar to trading terminals success last cycle with onchain coins, social trading has been huge sofar with onchain coins, but PNLs on perps are much larger & whoever figures out how to tap that liquidity wins huge ---- timing altcoins zec uptrend started sept 2025 hype uptrend started jan 2026 pump uptrend started july 2026 ZEHYPERPUMP still strongest 3 imo stating because i believe it will be important to be able to determine where different altcoins are in their market cycles, crypto does not trade one to one anymore, btc eth sol were all in downtrend for most of the year while hype outperformed aggressively, pump was in downtrend for a year straight while zcash pumped 20x, alt szns are an ever-rotating game, not something that happens all at the same time, being able to recognize when certain trends are beginning and others are ending is a necessary skill for compounding wins together if i had to guess in terms of timing macro trends in three parts, id say zec is in its last third, hype is in its middle third, & pump is in its first third it takes time for a base to build on assets before demand outweighs supply and uptrend begins & the opposite happens at tops when supply eventually outweighs demand go look at old coinbase & robinhood charts, same trend diff timeframe ----- anyway my point being i believe we are entering a new phase for alts doing well, onchain & cex alts, cex alts currently have extreme discounts because of how poorly they did last cycle, imo this is your opportunity for identifying gems in the piles of trash, because there are some out there and most still believe crypto is a scam there is a lot of sidelined capital looking for things to bid, VCs & smart retail alike the time to make your list of which coins to start buying is now, everything is floored ------ TLDR: Q4 bias: bullish, pullback + OI wipe in October, early bull market but late lev entries dangerous, high conviction spot positions safe highest conviction: PUMP invalidation levels: 74k, 73, .0034, 750, 95 concerns: rates/war/dxy strength”