Ansem 🐂🀄️

“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”

“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”

“i like Backpack’s positioning around tokenized stocks on SOL they took the slower route early, building out the exchange, compliance and regulatory infrastructure before pushing deeper onchain that foundation matters more as tokenized equities start scaling, especially when users want a tighter connection between onchain assets and the underlying stocks if tokenized stocks keep gaining traction on SOL, Backpack is one of the platforms i’m watching closely”

“FIRST SHIFT IN HIGH TIMEFRAME MARKET STRUCTURE SINCE THE TOP IN JANUARY OF 2025 IF YOURE NOT ALLOCATED ITS TIME TO START PAYING ATTENTION https://t.co/bcK2xXbYz2”

“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”

“we are entering the singularity, dollars are going to be worthless as they are all printed+invested in the pursuit of achieving agi in the bull case where agi happens, holding bonds instead of assets will be very expensive when the largest companies dramatically increase their revenues in the bear case where agi does not happen & we get hyperinflation, you will need to be much more incentivized to be holding dollars therefore it makes sense why there must be a higher yield to hold debt instead & also why bitcoin is going to $1M per coin, the market is pricing in the probability of the doom loop or the probability of achieving a sentient ai god at the same time”

“the denominator is worthless, up only https://t.co/cYqDY2Ehha”

“solana looks good”

“i will continue to tell you that the hardest part from here throughout the rest of the bull market will be in strengthening your conviction & staying in the obviously good spots even the most bullish voices from the lows in June are already shaky bc of how much profit they're sitting on ability to shift mindset from short term to long term is how you capture the most PNL in markets that are heavily momentum driven very little reason to believe that Bitcoin will not make a new price ATH following the shortest and weakest bear market in two decades of its history, especially given this run up is occurring at a moment in time where there is increasing worry about how untenable the US Debt situation is”

“i’m increasingly bullish on Solana DeFi as one of the more underlooked trades this cycle memes captured most of the attention last cycle, while protocols like Jito and Jupiter were still early in their token lifecycle now there’s a much clearer picture of which protocols are becoming core infrastructure for Solana low fees, fast execution and growing onchain volume strengthen that setup as retail, institutions and tokenized stocks continue moving onchain”

“i think tokenized stocks are becoming one of the strongest metas on Solana Stonk is sitting right at the intersection of tokenized stocks and memes, with support across the broader Solana > anyone with a wallet and internet connection can get exposure to assets that may otherwise be difficult to access stablecoins proved how powerful that access can be and i think tokenized stocks are heading down a similar path”

“i still think the rotation from majors into onchain is one of the clearest patterns to watch - majors move first as capital goes risk-on - stables sitting onchain start looking for higher-beta opportunities - limited supply of quality coins can make repricing happen fast - $ANSEM, CASHCAT and Pons were early examples of that rotation - launchpads + memes are still attracting capital i also expect Solana to have its own answer as Robinhood’s onchain ecosystem grow”

“bottom's in now, Q4 we rip everything back to all time highs, hope you're positioned https://t.co/vXuWh4CLI7”

“bitcoin HTF chart is so bullish it's disgusting https://t.co/W9GBdlnAst”

“@Credib1eGuy L1s have never been valued based on revenues, they are valued more akin to btc, & there is no reason for that to change anytime soon, the monetary premium/collective belief that major crypto tokens have is not something easily tangible to quantify”