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.com 

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.com 

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

MANLET is severely underpriced and set for a big move now that tourists and flippers are out. As the first flywheel memecoin paired with ANSEM on LaunchOnSF, it is the most direct beta to ANSEM and should trade at about 10% of its market cap, or $27M+. It ranks first on the platform in rewards, volume, holders, market cap and buybacks, and in about a week airdropped $250K of ANSEM to 7,000+ holders and did $1M in buybacks. Fox09 is leading the community takeover. x.com  x.com 

Hyperliquid and Pump.fun are like owning the casino: perps and meme coins are two of the world's greatest speculative trading products, and the thesis is that the casino keeps getting bigger. A post the author replies to notes the stark split in token quality, with only a handful of coins earning real revenue and buying back their tokens, while HYPE outperformed all year and PUMP is now outperforming heavily. x.com 

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.com 

The Kaito token should go lower because its new launch won't fix the team's record. That team manipulates lists, pushes influencers it picks and has rugged holders of its coins, and the new product looks designed to make people forget it. Replying to @cryptansha, who flagged an upcoming token unlock, the call is simply lower. x.com  x.com 

Pump.fun is losing memecoin launches to competitors, which weighs on PUMP. Since $ansem, Pump.fun has not had a single $100M runner, while rival launchpads have had 10+, including PONS to $900M, AI to $400M, STONK to $330M and CASHCAT to $300M, some of them on Robinhood Chain. People are no longer interested in Pump.fun, and it failed to pick up the momentum from the $ansem coin. x.com  x.com  x.com  x.com 

An ANSEM launchpad is the one launchpad that makes sense, because Ansem already owns the chain. The token should go much higher. x.com 

Memecoins such as BONK will eventually go to zero because they have no real utility or value. Attention is not utility, since every asset that has pumped had attention. The best approach is to take profits while everyone is euphoric and to favor major coins over going all in on memes. x.com  x.com  x.com