James Von Matterhorn

[James Von Matterhorn @fdv_eth]

My $ANSEM thesis to 10B+ MC 🧵

It’s been a while since we had a solid “bear-market” meme runner, especially in this brutal bear market after a 2024/2025 bull run with basically a diluted/mini altcoin season, Oct 10th, etc.

I’ve been in the market since 2019 and seen too much shit happen, but one of the things I’ll never forgive myself for was missing $PEPE at a $300M MC in Sep/23.

[James Von Matterhorn @fdv_eth]

@SatoshiFlipper Yeap, most people believe capitulation is just straight down.

We are in a capitulation by time.
I believe its even worse ....

[James Von Matterhorn @fdv_eth]

@blknoiz06 You have to be a bit lunatic, otherwise this whole enterprise wouldnt work. haha

[James Von Matterhorn @fdv_eth]

@blknoiz06 Judging from past memes, we can expect at least 450k holders on-chain + 250k more on CEXs.

[James Von Matterhorn @fdv_eth]

@gainzy222 How is this allowed?
Its basically signing up for insider information...

Crime season on all fronts.

[James Von Matterhorn @fdv_eth]

$PUMP and $ANSEM are a tandem trade.

Whichever runs first will take the other along with it.

$PUMP has most likely already bottomed here and is starting to recover.
$ANSEM is making higher lows in a clear accumulation phase and is about to break the $200M MC resistance soon.

Sure, it could have a false breakout in the short term, but the type of people accumulating $ANSEM below $200M MC are very different from the average five-second trench trader...

They won’t sell on an eventual pullback below it.

They will find ways to accumulate more.

Both $PUMP and $ANSEM mutually benefit from a run up.

Buckle up... @blknoiz06 is about to give the trenchs a holding lesson.

[James Von Matterhorn @fdv_eth]

Thanks brother!

[0xAlex @Web3Alex_]

@fdv_eth one of the best thesis I've read about ansem so far

[James Von Matterhorn @fdv_eth]

@Web3Alex_ Thanks brother. It was a bit long, I know..

But glad you made it to the end.

[James Von Matterhorn @fdv_eth]

My $ANSEM thesis to 10B+ MC 🧵

It’s been a while since we had a solid “bear-market” meme runner, especially in this brutal bear market after a 2024/2025 bull run with basically a diluted/mini altcoin season, Oct 10th, etc.

I’ve been in the market since 2019 and seen too much shit happen, but one of the things I’ll never forgive myself for was missing $PEPE at a $300M MC in Sep/23.

[James Von Matterhorn @fdv_eth]

@eyezenhour @blknoiz06 100%.
Also, $PUMP and solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump will ride together here.

https://t.co/XgzWKF5Zt9

[James Von Matterhorn @fdv_eth]

@KngNurish Thanks brother for reading it all.
It took me a few hours to write it down...

[James Von Matterhorn @fdv_eth]

@SupermanD67 @blknoiz06 Thanks brother!
Glad to know you took the time to read it all!

solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump is the next 10B.

[James Von Matterhorn @fdv_eth]

@ggregdoringo Glad to know you read it all brother.
Kinda feels it end up being too long of a thread.

[James Von Matterhorn @fdv_eth]

@0xpensive1 @blknoiz06 Glad to know you read it all brother.
Thought it was too long and people wont read it.

Absolutely, just like $DOGE was the natural memecoin for the 2021 bullrun.

2026/2027 is solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump

[James Von Matterhorn @fdv_eth]

@0xapex_goku @Kennyakins10 @bullpenNFT @wordslikerad Glad to know.
Cheers brother.

[James Von Matterhorn @fdv_eth]

Took me a few hours to write it down.

Try to read all the way through.
Its def worth it...

https://t.co/8H6lCKNhcJ

[James Von Matterhorn @fdv_eth]

My $ANSEM thesis to 10B+ MC 🧵

It’s been a while since we had a solid “bear-market” meme runner, especially in this brutal bear market after a 2024/2025 bull run with basically a diluted/mini altcoin season, Oct 10th, etc.

I’ve been in the market since 2019 and seen too much shit happen, but one of the things I’ll never forgive myself for was missing $PEPE at a $300M MC in Sep/23.

[James Von Matterhorn @fdv_eth]

@PlushiBull If $ANSEM can kill the PvP mentality, it's already worth it.

The current situation, with 5 seconds hold on a token, its not sustainable.

[James Von Matterhorn @fdv_eth]

@THChumor 100%.
$ANSEM is the new narrative.

I just hope it kills the PvP and the 5 seconds hold mentality we have atm.

[James Von Matterhorn @fdv_eth]

@Kennyakins10 @bullpenNFT @wordslikerad Thanks brother!
I truly believe everything I said.
$ANSEM is just beginning here.

[James Von Matterhorn @fdv_eth]

@Romantek1990 Absolutely. Its the bear market mentality.
People forgot what a bull market can make in terms of valuation.

[James Von Matterhorn @fdv_eth]

@MadGainzMonty So you see it too?

Glad you like it.