Joestar
Crypto Analyst, DeFi Analytics Tools Builder, Perpetuals & Tokenization
ANSEM's ceiling is capped because, as Ansem's own token, its reach is limited to his followers. The memecoins that keep growing, such as Dogecoin and Pepe, came out of nowhere, built their own narratives and were tied to no revenue or personality, so anyone could relate and join in. That is why creator coins never worked like memecoins. @SternMoi counters that people buy memecoins on price momentum, not relatability. x.com x.comÂ
ANSEM is a ticking time bomb because attention coins without real revenue have no chance of surviving long term. Thousands of attention coins have come and none lasted more than a few months, as "tokenize everything" is a bad thesis. The coin has likely lived its best days, and a reversal could bring a 60% drop in a week. Only becoming the Bullpen token, which it won't, could change that, though Ansem is the one person who could make it work. x.com x.comÂ
Ansem's launchpad is built for pure extraction, which taints the ANSEM token. Ansem's close friends, who hold over 50% of ANSEM's supply, launch heavily bundled tokens, dump them on buyers, then buy and burn ANSEM to claim clout while unloading their bundles. One example did $1.7 million of volume at a $140,000 market cap, and it is one of many. x.com x.comÂ
ANSEM was a KOL coin built as an exercise in supply control, so it was never going to reach billions, and the time to sell was two days ago. Holders angry about Robinhood Chain are coping rather than following momentum, which moved to CASHCAT once Robinhood drew attention. x.comÂ
ANSEM is the only memecoin of the past 18 months with any kind of moat, making it interesting and still relatively cheap in a bear market. Ansem has staked his reputation on the eponymous token, unlike anonymous new launches that get dumped to zero. His z500 onchain index lets teams airdrop supply to holders and buy and burn ANSEM to climb the leaderboard, creating rent collection amid the carnage. Even a rug would need a proportional amount of ANSEM bought and burned, which benefits holders. … Show more
PEPE looks incredibly bullish because it is absorbing reported hacker selling without breaking its initial panic low. Degenharambe says roughly $20 million, over 60% of the stolen amount, has been dumped on-chain. Flipping SHIB looks like a given; flipping DOGE remains uncertain. x.com x.comÂ
Dogecoin, Pepe, Floki and Bonk are the safer memecoin bets because they hold up far better than new hype-driven tokens. With Fear & Greed at 10, memecoin market cap is still above $45 billion, and the last time that happened a massive rally followed; over 90% of recent launches died under whale selling. Dogecoin leads and could integrate with X Money; Pepe reclaimed a $1.7 billion market cap on surging volume; Floki is expanding into gaming; Bonk is holding strength, with Gemini listing perps. … Show more
ANSEM still merits full conviction despite a misstep: its new launchpad risks diluting attention and capital away from the coin and making it less of a meme. That is not very bearish. Supply control is already good, and the launchpad's flywheel could make the token deflationary and tighten supply. The lesson is never go full utility. x.comÂ
Dogecoin should soon follow the rest of the meme market higher, even though, as @ous321 notes, it missed most of this meme season. It is not a launchpad for meme tokens that pump to earn fees, but it will still catch up. x.comÂ
PEPE offers rare leveraged ETH beta, behaving like roughly 4x-levered spot ETH. When ETH rose 20%, PEPE rose 80%, a ratio that has roughly held for the past month. Rich ETH whales who want beta and need liquidity have almost no options, and PEPE is one of maybe two or three coins that provides it, so ranking it D-tier ignores its relative performance. x.comÂ
An ANSEM launchpad is the one launchpad that makes sense, because Ansem already owns the chain. The token should go much higher. x.comÂ
Memecoin capital is rotating from pure hype toward IP-backed and AI-infused tokens, which survive drawdowns better. Pudgy Penguins earns real millions from toys, merch and brand deals, and that IP moat keeps PENGU relevant despite Abstract chain migrations. Dogecoin is 25x bigger with no team, revenue or roadmap, an asymmetry PENGU can close. Dogecoin remains the rotation anchor whose breakouts lift the whole pack, though the 10-100x upside goes to evolved names once BTC dominance breaks. x.comÂ
