@anndylian Crypto will always need community memecoins for solid gains, funds inflows and attention to attract money $DOGE $SHIB $PEPE $BONK $WIF $BRETT $FARTCOIN
NO MEME NO FUN
NO FUN NO ATTENTION
NO ATTENTION NO ATTRACTION
NO ATTRACTION NO MONEY
NO MONEY PRICE DIPS.
thoughts on onchain
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onchain bottomed before majors moved & we've had a few 9 fig runners past few months, good sign that ppl are going risk on again & retail is coming back
ansem cashcat ai marscoin niu lai
pons & stonk
all topped at few 100Ms on first push, pons slightly higher as it caught some traction as a launchpad burning substantial % of token supply, i believe we are currently in the most important accumulation phase for onchain coins at the beginning of the bull market, it is the time period in which most still have bear ptsd, but there is growing group of interested capital adding fresh dollars to crypto + devs building again, & eventually these accumulation ranges lead to new highs across the board and are the most profitable trades for most retail as the bull market starts, ansem top holders have been mostly adding into volatility, will lead the first wave of onchain alts again IMO
am betting that we see a lot more creative experimentation with what ppl decide to do with tokens this cycle, & a lot of focus on how to use retail's interest in speculation on building something more sustainable & incentivizing larger attention flywheels, launchpads are so popular because this is effectively what they do, they turn the trading volume generated from ppl interested in getting 100,000x returns on tokens into revenue towards one asset, i dont think we've seen the end of trading volume as a battery for powering new token economies at scale but i would be extremely dismayed if all we got this cycle was just more launchpads
pure-play memecoins im conflicted on, reason being that the new token pairs game is so solved atm, there are serial deployers, snipers, new pairs trenchers who are all operating at scale trying to make $1000 1M times instead of holding something that launched at 0 to billions of dollars in market cap, this is a distinctly different environment than the one that existed last cycle when pepe, bonk, & wif all ran to 5B+, there was not 30k coins launching daily & when runners spawned there was a much higher tendency to bid what was moving than to look for a replica at 1/10000th the price, collective belief is currently very rare, & even rarer when most ppl refuse to bid coins above certain levels, & i dont think the token creation game is going to slow down at all, pump's revenue numbers during the bear market are a clear indicator of this
ive coined the term "memefi" sofar this cycle as a way to describe people combining memetics with the innovative speculation games devs cooked up during defi summer in 2020, & i still believe this is the general direction onchain coins are going this cycle, im very bullish on NFTs making a comeback, & im very bullish on communities aligning and gambling amongst each other, crypto is cool because it enables devs to build in public and share the upside with tokenholders, devs using the newest ai models are going to keep getting better and better while retail is going to continue to speculate more and more, the combination of these two things makes it easy for me to believe that being an active trader onchain will be a great place to be over the next few years
the coins that reach multi-billions need to find a way to manifest collective belief amongst a large group of holders again, & that usually happens when you create something that people have never seen done before so they don't have any ceiling to compare it to
@blknoiz06 There's a growing narrative for Memecoins X RWA, partner $ANSEM with Tokenised Stocks to distribute dividends to holders, Use creator fees to build a sustainable business like SOL treasury for $ANSEM distributing SOL staking rewards to holders monthly.
@blknoiz06 Am gonna be real
Missed $ANSEM rally but it's really cool to see something worth it for retail investors in SOLANA trenches once again after all rug pulls in the past from KOLs and Creators.
May God Bless You Abundance for your transparency in these winter times.
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When I gave this speech in October 2022, Bitcoin traded near $20,000, Strategy held 130,000 BTC worth about $2.6 billion, and $MSTR was ~$24 split-adjusted. Weeks later, after Bitcoin fell below $16,000, our debt exceeded the combined value of our BTC and cash reserves by ~$300 million, and $MSTR fell into the $13 range by year-end.
We stayed focused, strengthened the company, and executed our strategy. Since then, Strategy has raised over $60 billion of additional capital and invested it in Bitcoin, adding more than 716,000 BTC. Today, our BTC and USD reserves exceed debt by ~$48 billion. Thank you to everyone who believed, endured, and took the long view.
Bitcoin just proved the script again.
Emotional retail panic sells the news on the Clarity Act advancing through Senate committees and Wall Streetโs own ETFs hitting record outflows. Strategy trims a few coins for dividends. Liquidity rotates to AI stocks. Price drops hard.
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The $ZEC incident carries important lessons not only for Zcash, but for the entire cryptocurrency industry. As blockchain systems become increasingly complex and AI tools dramatically improve the ability to analyze code, discover weaknesses, and automate attacks, it is becoming unrealistic to believe that any protocol can remain permanently free of vulnerabilities. The future challenge is not whether vulnerabilities will appear, but how projects respond when they do.
In this case, the Orchard vulnerability was serious enough that, in theory, it could have allowed the creation of non-existent funds. Yet what ultimately mattered was not the existence of the flaw itself, but the speed and effectiveness of the response. Researchers reported the issue, the Zcash team verified it, coordinated with miners, exchanges, and ecosystem participants, temporarily disabled the affected component, deployed a fix, and restored normal operations before any known exploitation occurred. No hidden inflation was detected and no user funds were lost.
This is an important reminder for the entire crypto industry. As blockchains begin to support stablecoins, tokenized stocks, bonds, real estate, AI-driven agents, and trillions of dollars in future real-world assets, security can no longer be measured solely by whether a bug exists. Instead, true resilience is demonstrated by the ability to detect problems quickly, contain risk immediately, coordinate stakeholders efficiently, and deploy fixes without compromising user assets or network integrity.
The reality is that no financial system of meaningful scale is completely immune to failure. Banks experience outages, stock exchanges encounter technical issues, and even the most sophisticated software platforms regularly patch critical vulnerabilities. What separates mature infrastructure from fragile infrastructure is not perfection, but the capacity to withstand and recover from unexpected events.
From that perspective, the ZEC incident may ultimately be remembered as more than a security scare. It is a real-world stress test that highlights a fundamental truth for the next generation of blockchain networks: in the age of AI, vulnerabilities may be inevitable, but survival depends on preparation, transparency, coordination, and rapid response. The projects that master these capabilities will be the ones trusted to secure the future of digital finance.
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