$ANSEM LPs now hold $4.3M in SOL side
At $430M MC, it's roughly 1% total liquidity
We're seeing 120k holders, with 96% sitting in profit on this coin, and probably not a single whale selling it
The best supply shock I've ever seen
i like the idea of onboarding normies on lows and tell them abt the opportunities ahead of them
rather than onboarding at tops when the money has already been made to squeeze out the last pennies
maybe the way of beating "crypto is a scam" is by NOT scamming them 🤔
Toly breaks down the exact bottleneck stopping crypto apps from reaching a TikTok-sized audience. [2025 Throwback]
In the '90s, people had to build an entirely new mental model just to understand what a web link was. They figured it out slowly by sending emails back and forth at work. Today, that exact same learning curve exists for digital ownership.
Owning a digital asset and practicing self-custody is simply not a normal concept for the average person.
The catalyst that will force this shift is stablecoins. When people realize that controlling their own keys means controlling actual dollars and that losing a key means losing real money their mental model will finally change.
Only when people truly believe digital things have real value will apps like Farcaster or Pump break out of the crypto-native bubble and scale to the mainstream.
"Attention creates revenue. Revenue funds giveaways. Giveaways create more attention. Attention brings more people in. And the value of the supply he controls grows alongside all of it."
trenches were retail slaughterhouses bc hella coins were obfuscated bundlegrapes, but crypto in general is most attractive to retail because of the ability to get supernormal returns on lowcap projects, & there are QUALITY projects that are being overlooked because of the bundlegrape coins, if we highlight those projects by utilizing attention in a positive manner which i intend to do then crypto will have a better reputation & retail will also make a lot of money finding these projects early
this cycle solana will be home to many unicorns of which people were able to buy at very low market caps, across all different market sectors, ai/rwas/defi/consumer etc etc
$SOL will be going to $1,000+ this cycle.
With that, the Top Solana Alts/Memes will be repriced 20x+ from here.
We are entering a holders market, where holding quality assets over a multi-month time horizon will do better than trading.
S O L A N A C Y C L E
I’ve had a thesis for a while that normies will outperform a lot of CT, and I still think it’s true
I remember when $PNUT happened, so many people on CT faded it
Meanwhile, a family friend of mine who isn’t even on CT made 6 figures because he bought it, held it, and did absolutely nothing
The same thing happened with solana:Df6yfrKC8kZE3KNkrHERKzAetSxbrWeniQfyJY4Jpump
Now it feels like it’s happening again with solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump
A big difference is that normies don’t know any of CT’s made up rules
They don’t really care whether a coin has an established community
They don’t care whether CT respects it
They don’t care who launched it.
They don’t care if it “deserves” to run
They don’t even know those conversations are happening
They just see an OBVIOUS coin that everyone is talking about and blasts
CT, on the other hand, spends all day trying to explain why the obvious coin shouldn’t work
“It’s just influencers.”
“It has no real community.”
“It won’t last.”
The market ultimately doesn’t care about our rules, and it never really did
i’m very happy seeing the trenches alive again and volume back onchain, but at the same time, i have this really weird feeling abt the current state of things.
I’m glad to see $ansem ripping. i think it’s a great thing, ansem made a lot of people made life-changing money, and it’s brought back liquidity, volume, and attention to the trenches. the fact i met a random stranger in japan talking about it says a lot about how viral it went and how it successfully brought back attention to the market.
however, that said, it is clear that the biggest winners right now are the bundlers who bundle up the supply and send a massive allocation to ansem’s wallet.
it’s no longer about communities, only which coin ansem’s public wallet is holding most of its supply.
it sucks and it’s definitely ideal, but it is what it is, that’s what happens when a wallet is up 200m+ in a week, people will track it and buy whatever is trending on it in hopes of catching the next $ansem.
imo, until we see organically built cult like community coins outperform those bundled grifters launches, I don’t think the trenches are truly back yet.
Threadguy explains why $ANSEM was the perfect opposite coin for everyone to completely miss.
The entire consensus was that we were done with influencers, done with meme coins, and strictly focused on revenue, RWAs, IRL value, and profit. Then they put a KOL creator coin right in front of everybody on Solana.
It was exactly what you would have thought had absolutely no chance to respark on-chain activity. But the consensus thing is never possible.
It surprised everyone, leaving sidelined money forced to buy it higher as it ripped to $200 million right in your face.
i know it may be surprising to ppl but i actually spend a lot of time looking at the market and deciding which coins i believe will run, i bought a lot of memes when i started looking at solana again bc i thought bottom was close and believed onchain would heat up again when it eventually started its uptrend, similarly to what happened prior cycles, some of them were older memes, some of them were newer memes
for a memecoin to do well it needs a community of people who are both good at making content and also good at going viral while also being generally likable to the average person, all three of these things are important, as well as how relatable the meme is to people - there are a few memes who have ppl that are just too negative for the coin to ever do well, and there are some memes that are just not relatable to your average person imo
i did not hard shill any of them and wanted to see which ones would show the most market strength, some did some didn't, a lot of the older memes that people have been holding for awhile are not going to be net new interesting to someone, which is also another key factor in building momentum early because ppl want to feel like they are early to something and newer things always do better than old, there are a ton of memes that have been on the internet forever and dont do well as coins or needed multiple attempts to do so
most of the memecoin volumes are done through pump fun & ppl kept claiming an onchain wallet ppl thought was me was endorsing coins so i made a pump account and attached my X to stop ppl from thinking im doing things im not, somebody else devved this coin that they sent me supply of, i dont know who they are, and i didnt acknowledge any of them for the first week or so instead waiting to see what the market would do, when i posted my account again it was to airdrop a portion of the creator fees that had been sent to my wallet as a stimmy to ppl since i know a lot do not have large onchain balances rn and it is ideal to have a starting balance when bull market is beginning, not to shill any one coin, ppl decided on their own to start buying the coin of which somebody sent me 65% & i acknowledged it after it had done more volume than any other meme in the past few weeks, me having a lot of the supply is a positive thing not a negative thing, because as the coin goes higher i can give it out to ppl who do not have a lot of money rn without causing a lot of sell pressure on the chart, and the black bull meme is easily relatable to anyone who trades markets, whether that is stocks or crypto, also im black and CT is hilariously racist, so theres an entire demographic of ppl who not only wont buy the coin but will hatewatch it go up while talking about it being a scam the entire time, it entices ppl who believe i am a good-intentioned person on here and also ppl who believe i have bad intentions, so it gets attention from all sides of the market and its easy to push because its my actual twitter alias
seeing this level of activity and excitement in our ecosystem in the middle of a bear market should tell you everything you need to know going into next cycle
memecoins are here to stay and they will come back much stronger than before.
ansem started memecoins season in 2024 with WIF
and is now starting the 2026 season with a generational airdrop
ansem might just be the goat we all were looking for
This is the best time for the people who enjoy having a life to enjoy it while there’s not much to do specially cuz it’s summer time & market down bad
The edge “won” on sacrificing your mental for a couple more 10K or 50K wins just to lose it all next week isn’t worth it
When everything goes up parabolic and you have to stick 24/7 to the charts at least you’ll have the health & mental on your side
Or you can just keep burning all your money and brain cells trying to compete with the 0.1% that are raping the 99.9% daily instead of waiting for easy mode
just a washed unc’s opinion