Ansem 🐂🀄️

“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”

“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”

“@alchemifydotfun good entry”

“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”

“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”

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

“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”

“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”

“ppl are suffering from bear market ptsd, they cannot envision previous all time highs let alone the wealth creation that comes with bull markets where we break ceilings established from years past if you're betting on crypto growing as an industry over the next few years, you are not going to get a much better opportunity than right now to deploy capital the issue is most people thought the entire industry was dead forever a few months ago, people were genuinely writing longposts stating how we would never get another bull run”

“crypto is currently the best r/r trade on the market in the scenario where agi does not immediately impact society at scale, capital will still flow on-chain as blockchain rails meaningfully reduce costs for b2b, b2c, & c2c, stablecoins are substantially more efficient, RWAs & tokenized stocks are a lot more composable & globally distributable than their existing tradfi counterparts, the TVL + TAM for the on-chain economy is still massive and the companies that enable the transfer of capital will benefit massively - it is also a nonconsensus trade because most believe crypto is primarily scams in the scenario where agi does impact society at scale, & agents are the primary parties moving capital at scale, blockchains are the most suitable infra for them to use instead of antiquated systems purposely built for humans, also SoVs like Bitcoin and Zcash will become even more important as the wealth creation from agi will be so vast that money will need to flow somewhere & in a digital-first world digital money makes a ton more sense the general public is also not able to invest in agi happening because of how broken the pathway for successful private companies to IPO is while investing in crypto is much more accessible to the general public”

“if you are watching bitcoin's 1-2% candles you are not playing this game correctly there are midcap alts w/ perp setups that come once every few years (see: ZEC) + great narratives to capitalize on (see: HYPE/LIT/Near/VVV) & onchain is the most exciting its been in years, 100x-1000x opps no exaggeration majors are boring, and the bottom is already in, not much else to do other than sit in spot and hedge at key levels if concerned w/ downside but as a trader during the beginning of a bull market you will make the most money finding the 10B -> 100B possible trades on perps & finding the next 1000x opps onchain, there are many opportunities here, & spending your time looking at the 1m $BTC chart is not a good use of time IMO get long early and stay long, patience”

“onchain is a tad hot but majors are quiet as a mouse, hype & zec consolidating at aths very peacefully, btc/eth/sol consolidating under key resistance levels retail metrics clearly up and to the right on fomo & pump robinhood hard shilling their chain to 20M actives daily continuation up seems like the better bet than caution IMO especially if not giga levered, onchain should be the only leverage ppl need”