Rune
On-Chain Yield Investing
ANSEM's latest pump is drawing liquidity from outside the small memecoin space, unlike its first pump, which took liquidity from all other coins. Every pump makes the trenches feel alive and lifts everyone's targets, and ANSEM looks likely to keep pumping from here, though that is uncertain. x.com x.comÂ
ANSEM could go far higher than crypto Twitter expects because it pairs Ansem's credibility as the face of Solana memecoins with mainstream distribution from TJR and Brez. Their clips and edits reach people who have never connected a wallet, the way influencer content scaled dropshipping and day trading. It is the first Solana coin to break $100M in six months, bringing liquidity back to the trenches. Copycat influencer coins, such as Luke Belmar's push, are extraction, not the real play. x.com x.com x.comÂ
Rotation has returned to Pump.fun, and ANSEM is the first coin traders will push back up. NOIZ, the first coin paired with ANSEM, is likely to benefit the most. x.comÂ
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
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 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
ANSEM is early and could trade at $3-5B in the near future as the first meme coin to reinvest its supply into growing attention. Heavy supply control in good hands is used to push price and grow holders, not extract, creating an attention flywheel with near-unlimited funding; SafeMoon hit $17B rewarding holders without it. Circulating market cap is only $160M; $300-400M is the zone to accumulate before a leg toward $1B, and with Bitcoin bottoming at $60K, dips are for buying. x.com 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's token looks set up for a breakout. The chart has broken through resistance, is setting higher lows and compressing, holder count is rising again after stalling, and Ansem himself remains fully committed to it. It could return to a 300M-plus market cap at any moment; the main risk is war news hitting the broader market. x.com x.com x.com x.com 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
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
Solana remains bullish through a mini onchain bear season because it keeps producing real innovation and novel products from really smart developers. Onchain activity is just as weak on Robinhood's chain and BNB, but once it picks back up, Solana's products and coins should rerate. x.comÂ
