[ Mayne and Ansem discuss the impact an airdrop from pumpfun would have on the current market ]
"to me that's the highest leverage thing they could do on the planet."
"it would go crazy. it's not pumps, it's not social trading, it's like dude, if you airdrop the people with the market environment that we have right now... you know it would be a billion dollar airdrop."
"and it would be to people who are most likely to put it directly back into the ecosystem. it's not going anywhere. it's not going anywhere off-chain. it's going directly into the market."
[ Ansem reveals why $HYPE recent growth and improving crypto sentiment are pointing toward a massive market expansion ]
" hyperliquid has so many tailwinds for it right now... it's already in price discovery, it's at all-time highs."
"crypto volumes are picking up now with major movements, so the actual money that the exchange is making is going to keep inflecting up."
"if trump is talking about hyperliquid now, that like unlocks an entirely new group of retail and people who are like what the fuck is hyperliquid, i want to learn about this."
[ Ansem shares his process for picking crypto plays, explaining how he filter and find high-potential opportunities before retail does ]
"A lot of it is intuition to be honest. i mean i wish i had a clearer process for deciding, but a lot of it is intuition."
"i will say that i want to find spots that don't have ceilings. and so the spots that don't have ceilings are the newer things and newer mechanisms that haven't been done before."
"you're in a spot right now in crypto where it pays to be actively doing research... if you're the one doing the research now and outworking everybody else who is not doing the research, then you're going to be positioned way better than everybody else who comes in later."
[ Ansem gives the SIMPLE rule to identifying a new bull market ]
"The strongest altcoins during the bear market don’t suddenly start underperforming when conditions improve"
They do the OPPOSITE.
The trend ACCELERATES.
"The coins that showed strength when the market was weak are often the ones that continue leading when liquidity comes back"
HYPE led the whole way down.
And according to Ansem, it leads the whole way UP.
The leaders don’t change, they get stronger.
[ Ansem reveals why he’s more bullish on memes than ever ]
"Currently, we have coins that are solving real world problems that traditional companies cannot solve "
Example : $HYPE and Polymarket
Ansem reveals what products that NEED to exist in crypto ]
• Stablecoins that actually make real businesses more efficient
• A hardware wallet that isn’t terrible, most are either getting hacked, too difficult to use, or don’t support the protocols people actually use
• Onchain games backed by real assets, and more simple, addictive mini-games
• More crypto products built BY women, FOR women
"Crypto doesn’t need another copy-paste project, It needs products that solve real problems, attract normal users, and make people actually WANT to be onchain "
[ Ansem says Nikita revealed that trade buttons are coming to @X ]
Financial apps are becoming social.
Social apps are becoming financial.
The lines between trading, content, community, and payments are disappearing FAST.
Imagine seeing a coin or stock on your timeline and being able to trade it instantly without ever leaving X.
The convergence is finally here.
At this point, why would I ever leave X? 👀
[ Ansem shares update on hiscrypto holdings to the public ]
$PUMP: revenue is up, and it's the ONLY midcap that's a bet on social trading
$HYPE: safest alt in the market, strongest it's ever been
$ZEC: best beta to bitcoin
$BTC: my core holding. everybody should hold
$SOL : going to $600
[ Ansem explains why hyperliquid potential expansion into forex and global markets could dwarf everything they've built so far]
"once there's a like us regulated front-end for hyperliquid, i think you're going to see a lot of institutions kind of test out the product."
"i think all that forex stuff could also be really big because that's like does a fuck ton of volume."
"huge market... like huge global market, and i think people haven't thought of hyperliquid being the venue for where a lot of that trading also happens."
[ Ansem explains how Robinhood holds a major advantage in user distribution and retail engagement compared to Solana.]
"@RobinhoodApp has a lead on solana on they're much better i think in like the user distribution and owning the front end and so like solana as a back end is a great place for people to build apps on top of, but i don't think they own really like the front end distribution at like the app layer"
"but solana it's like it's usually other applications that have the strong grasp on the users, um and so there's not one place that you can go and be like, oh this is solana, like you have phantom, you have pump, you have jtx, um you have phoenix"
"um and so a lot of those applications have like their own siloed user bases, which is not necessarily a bad thing, um but i think robinhood has like a better grasp on the distribution"
[ Ansem explains what’s actually driving crypto to go higher ]
"It was honestly two things, like, right around the same time as, like, the major catalyst that happened last week."
“The biggest one was what the Treasury is doing with, like, the long end of bonds.”
“They’re going to be buying more of these long end bonds and essentially what that means is that they’re going to be using dollars to buy these bonds.”
“People are concerned with what that means for how much the dollar is going to be worth.”
“So the trade is like Bitcoin and gold.”
“If you look at the announcement when they said that they’re going to start doing this and buy more of these bonds, Bitcoin and gold ripped pretty hard, like minutes after.”
“That’s been the core reason, like fundamental thesis around Bitcoin.”