Ansem and Banks had dinner with Kimchi, for real this time.
- Went to e. baldi in LA
- Kimchi pulled up in a Maybach
- Talked about the state of Solana, crypto and trading
- "He definitely does have aura" - Ansem
- Kimchi is bullish
Cobie explains why more capital moving onchain makes another crypto euphoria cycle inevitable
“I do think there’s a societal bull case for crypto enabling a lot of stuff.”
“If crypto enables a lot of this stuff and more and more capital comes onchain, it’s inevitable that we have another season of euphoria and fun maybe best described as stupidity.”
“The more capital that’s onchain, the more inevitable that appears to me.”
One of the most important signals for $ANSEM is how @blknoiz06 himself views the target.
The goal is not just to get to $1B Mcap and beyond. What matters is how he gets there.
The aim is to make the token an index on memes and the creator economy.
That means holding $ANSEM isn’t a bet on one meme, it’s exposure to the whole sector at once.
That’s the direction the whole community is building toward.
The more I think about it, the more I realize $ANSEM isn't being built like a typical memecoin.
It's becoming a network.
Every startup has the same challenge after building a product: distribution. It doesn't matter how good your tech is if nobody knows it exists.
That's where this vision gets interesting.
Instead of fighting for attention from scratch, projects can plug into an existing ecosystem with an engaged community. Rather than spending huge marketing budgets hoping for users, they can create value directly for $ANSEM holders through integrations, buybacks, burns, exclusive access, rewards, or products that strengthen the entire ecosystem.
That creates a completely different flywheel:
• Builders get instant distribution.
• Holders benefit as more protocols join.
• New startups gain loyal early users.
• The network becomes stronger with every new integration.
I really like this idea because this isn't just a meme anymore.
You're building something that other people can plug into and grow with too.
That's a much bigger vision than simply chasing a higher market cap.
The Black Bull meme brings attention.
The ecosystem gives that attention a purpose.
Most creator communities end when the creator stops posting. This vision is different because it encourages builders, artists, developers, content creators, traders, and founders to contribute independently. The ecosystem keeps expanding even without relying on one person.
A strong community becomes infrastructure.
The more projects that choose to build around $ANSEM, the more valuable the network becomes for everyone already inside it.
People love memes.
The Black Bull is one of the strongest memes for a bull market.
But memes alone aren't enough forever.
Dogecoin proved that attention can create enormous value. Imagine combining that same attention with a network where startups, protocols, creators, and businesses can continuously plug in, add value, and grow together.
That's what makes this vision exciting.
A meme gets people in.
A network gives them a reason to stay.
I genuinely believe this is how $ANSEM becomes something much bigger than a token, a long-term ecosystem with a solid community where everyone has an opportunity to build together. @blknoiz06
🐂
Recently, there has been a lot of discourse on whether @tradexyz is actually aligned with Hyperliquid.
The timing could be coincidental, but it seems TradeXYZ is answering those concerns by buying back HYPE with the HIP-3 trading fees they’ve earned.
h/t @mlmabc
Looking at Bitcoin right now, purely from intuition, it feels a lot like the summer of 2022. Price grinding sideways, no real direction, and almost nobody talking about crypto. Discretionary-wise, a lot of things remind me of that range.
Back then I was overtrading the 17K-19K range like a retard. What I was really doing was trying to make up for the mistakes I'd made earlier in the bear market. It took me a few years to admit that and to see that I had completely lost sight of the bigger picture.
So take this as a reminder: don't lose the bigger picture, and don't revenge trade some shitty range. Make peace with the mistakes you made, but still take the lesson with you.
[Cobie shared one piece of advice for anyone building a career in crypto]
"If you don't believe this industry matters, go do something else."
"Allocate accordingly."
"It's a marathon."
"Wealth takes longer than you think."
Conviction comes first.
The market tests that conviction every day. Prices swing, narratives change, and timelines fill with opinions from anonymous accounts chasing the next trend.
@cobie believes wealth compounds over years, not months. Four or five years of consistency matter far more than trying to force a quick win.
Build around your own thesis, size your positions accordingly, and let time do the heavy lifting.
Signs of the bottom being in.
One thing @blknoiz06 forgot here:
Speaking to many of the top founders and investors day to day, it’s incredible how much progress is happening in the space, and how many great announcements / integrations / partnerships etc most builders already have lined up. They’re just not releasing them, because they think it’ll fizzle out in these market conditions.
The moment sentiment turns and all these companies start shipping the plethora of updates they’ve been sitting on, it’ll turn into a cascade of reflexive price action faster than any of you burnt out bears could imagine right now.
Fun times ahead.
The Constitution does NOT give you rights. You already have them.
The Constitution simply tells the government that it cannot take those s rights away.
I wish more people understood this.
Its pretty clear to me that Warsh is going to try to sell some balance sheet reduction and change to reinvestment policy as an alternative to Fed hikes, and that the Treasury will largely just offset the effects of this through changing its issuance, so it will be kabuki theater.
The only memecoins to ever surpass 500k and 1m (onchain) holders are pepe, trump, shib and doge.
Every one of them eventually reached valuations between $10b - $100b
Im afraid no one is ready for what’s coming to solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump in the coming bull market
Gonna be wild to see the parabolic runs and the massive growth in holders (millions)
🐂🀄️
you guys did it solana:So11111111111111111111111111111111111111112
the proposal for doubling disinflation rate of Solana has moved on to discussion and will go to a final vote
pass this and you can raise your targets
I won’t be destroying my coldcard mk3.
It’s getting framed and hung in my house as a artifact/reminder of the time jewish tricks could have cost me dearly had I trusted it completely.
Red flags in women:
- Fat
- Can't cook
- Spendthrift
- Septum ring
- Sapiosexual
- "I hate children"
- Hates her father
- Degree in leftism
- Unnatural hair color
- Parents are divorced
- Not happy / Doesn't smile
- Slutty / many prior partners
- Competes with you for authority
- Has a cat that gets treated like a kid
- Has a problem with this list and will insult me for making it
RULES FOR MEN:
Go to the gym,
Even if you’re tired.
Start that business,
Even if you’re poor.
Invest in education,
Even if you’re broke.
Approach that girl,
Even if you’re shy.
Do that work,
Even if you’re unmotivated.
You're a man
Find a way to get things done,
Ten weeks before the entropy bug shipped NVK winked at the idea of a retirement attack and suggested dice rolls. His CTO wrote the bug under a pseudonym. Two people warned them. The answer was: "if something was wrong, we'd already know about it by now." https://t.co/bmjSIgbJQn
This is a very convincing argument that the Coldcard Bitcoin heist may be an inside job.
The case laid out here compelling and warrants office investigations.