[some takes only hit different after the market proves them right] been going back through Ansem’s old streams, interviews & Market Bubble episodes and found a lot of takes that were way ahead of where the market was at the time that got me thinking: instead of chasing every new narrative on the tl, why not dig through the archive and bring back the ideas that actually aged well? > find the thesis > clip the moment > add the context then see how it played out bc a good clip gives you a quote a great clip shows you the thesis, the timing, and what happened after that’s the direction i wanna take with his content old takes, new context let the market do the validating w/ @blknoiz06 🐂🀄️

[Some of the loudest critics may have already left the market] Ansem thinks a lot of the constant negativity on CT could come from people who lost money and eventually exited the market. “They don’t have tokens anymore.” “Everything is now a scam.” “I’m just going to put my negative input into CT.” They still keep their anonymous accounts active, but without positions or capital at risk, their relationship with crypto changes. Instead of researching the next opportunity, they spend their time criticizing the market and reinforcing the belief that everything has become a scam. Sometimes the loudest bearish voice comes from someone who already stopped playing. w/ @blknoiz06

[The best trades often start with trends nobody is watching] Ansem focuses on finding early social trends before the market fully prices them in. “How do I find those narratives before they become popular?” “There’s always a company that’s benefiting from these social trends.” “How do I figure out which companies are attached to these trends?” His Take Two example shows the framework. When NBA 2K started gaining ground on NBA Live, that shift in culture created a clear opportunity for the company behind the franchise. The same pattern appears across entertainment, technology, consumer behavior, and other industries. People experience these trends in everyday life before they show up in financial data. Spot the behavior early. Find the company benefiting from it. Position before the crowd catches on. w/ @blknoiz06

[Robinhood’s on chain ecosystem is where Ansem sees asymmetric upside] “One of the things I’m most bullish on right now is Stonkbroker.” “70% of the conversion fee buys tokenized stocks and airdrops them to NFT holders.” “Robinhood wants to be the RWA chain, but they also support memes.” @blknoiz06 pointed to Stonkbroker as one of his highest conviction on chain bets outside of $ANSEM. The protocol combines NFTs, tokens, and tokenized equities into a single flywheel. Every conversion between the token and NFT generates fees, with most of that revenue used to buy tokenized stocks and distribute them to active NFT holders. The bigger thesis sits above the product itself. Robinhood is openly building around both RWAs and meme culture. Projects that align with that direction have room to benefit as the ecosystem expands through its launchpad, DEX, and growing on chain infrastructure. For him, it’s an early ecosystem play backed by a builder with deep crypto experience and a market cap that still leaves meaningful upside.

[This clip from Ansem came out over a year ago, yet the thesis aged well] “What drove Solana in 2024 was the wealth effect.” “Jupiter airdrops to core users.” “An influx of capital from other chains.” “Pump definitely drove a lot of new people onchain.” The 2024 SOL memecoin cycle came from three forces moving together: > Jupiter airdrops recycled capital back into users’ hands > Fresh liquidity rotated onto sol from other ecosystems > Rising prices attracted more traders, builders, and creators onchain Each wave of new participants generated more activity, which attracted even more capital. @blknoiz06 also pointed to the next catalyst long before it happened: A breakout consumer app capable of onboarding millions of users. @Pumpfun ended up becoming one of those catalysts. The next cycle needs another event that creates wealth, attracts new users, and keeps capital moving onchain. That’s the flywheel worth watching.

[Most people see PayBox as a new payment product, Ansem sees something bigger] “Creators and devs are becoming just as important as traders.” “If you’re early to that trend, there’s a lot of money to be made.” The next wave of crypto won’t be driven only by better infrastructure. It’ll come from the people who make that infrastructure easy to discover, understand, and use. Creators bring attention. Developers build the rails. Together they onboard the next million users. That’s why @blknoiz06 believes creators and builders deserve to be rewarded alongside traders. PayBox is one example. The broader opportunity sits with anyone helping move the next generation of users onchain. w/ @moonpay, @ivanhodl

[The next retail mania won’t be forex, it’ll be crypto social trading] “Social trading is gonna get a lot more popular.” “You can hit 100x’s and 1000x’s in crypto. You cannot do that in forex.” “The real money comes from being early.” @blknoiz06 compared today’s crypto market to the forex boom during COVID. Back then, people paid for trading groups hoping to find alpha. Forex never offered the kind of upside they were chasing. Crypto is different. The biggest winners catch new narratives before everyone else. That’s why he sees social trading becoming a core part of the next cycle, where finding the right people matters as much as finding the right trade.

[Social trading could be crypto’s biggest consumer product] “Social trading is definitely where everything is going.” “If you can figure out who’s high signal as a trader, that’s the edge.” “We want it all localized in one place.” “TradingView lets people share ideas. We want a place where you discover alpha and trade.” @BullpenFi is built around one simple idea: finding signal, not noise. Instead of tracking wallets one by one, users can see who’s generating real alpha, what they’re trading, the thesis behind each position, and how those trades evolve over time. @blknoiz06 sees Bullpen as more than a crypto leaderboard. The long term vision is one platform where stocks, commodities, and crypto traders coexist, making it easier to discover high signal traders and execute from the same interface.

[a question that keeps coming up around $ANSEM is when exchange listings will happen] > Someone asked in The Ansem Collective: "hi Ansem is it difficult with spot listings for $ANSEM Like coinbase, binance etc... Like do you have to have some contractual agreements because of % owned etc? Super curious about this but can't get your attn on X" > According to @blknoiz06: "main focus rn is increasing holder count + building utility around the $ANSEM ecosystem + building content engine that isnt wholly reliant on me, exchanges are necessary for institutional size capital at higher market caps, want a strong holder base before that i dont foresee any issues in the future, but just so you are aware re: any exchange listings their processes are very confidential so thats why you will never see comms from teams until the listings are actually live" The key takeaway isn't whether Binance or Coinbase comes first. Right now, the priority is building the foundation. → grow a real holder base → expand utility across the $ANSEM ecosystem → build a content engine that can keep the ecosystem moving without relying entirely on Ansem himself That approach makes sense. Strong communities tend to create stronger markets, and a larger holder base gives exchanges and institutional capital a much healthier starting point once the project reaches higher valuations. Another point worth noting is how exchange listings actually work. The process is highly confidential, so it's normal for teams to stay silent until a listing is officially live. Expecting early confirmations usually leads nowhere.

[Everyone is watching OpenAI, almost nobody is watching xAI] "I wonder if we're discounting xAI." "X is becoming the everything app." "X Money is really cool." While everyone debates OpenAI, Claude, and the latest Chinese models, @blknoiz06 thinks xAI is quietly being overlooked. He points to X itself. The platform has been shipping consistently, with major improvements across video, live streaming, payments and the overall user experience. In his view, X is laying the foundation for something much bigger than a social platform. X is expanding into short form video, live streaming, creator monetization, and financial services, with features like X Money and creator earnings already built into the ecosystem. If that vision comes together, xAI won't just be another AI model. It'll be integrated into one of the largest consumer platforms on the internet.

[More value flowing back to the people backing the ecosystem from day one] “How do I use this attention for $ANSEM holders?” “I’d rather projects reward the holders than send the tokens to me.” @blknoiz06 keeps asking the same question. How can attention create more value for the community? Projects keep sending him token allocations to get exposure. Instead of keeping the upside, he started sending those tokens to $ANSEM holders. The goal goes beyond one airdrop. If builders want Ansem’s attention, they can launch their product, allocate part of the supply to $ANSEM holders, and plug into an existing community with aligned incentives. More builders, more products.

[Back when @blknoiz06 had a few thousand followers, he’d reply to almost every comment and dm. That never changed as the account grew] “I never started X to get followers.” “I’m genuine and transparent with everything I share.” He never chased growth. He posted every thesis, every trade, and the thinking behind each one. Right or wrong, it all stayed public. That’s how trust compounds.

[The biggest trades usually start before the crowd agrees with the thesis] “I’m long 3x levered my entire net worth." “I’m not closing this.” Back then, ppl called it a degen bet. @blknoiz06 saw something different, $BTC held its structure, $SOL was leading the cycle, and the market hadn’t caught up yet. That was enough for him to size in aggressively around $40 - $50. Today $SOL is trading around $78. Still ~74% below the previous ATH of $295, yet the network is stronger than it was in 2021. More users, more builders, more liquidity, and far more real activity. History won’t repeat tick for tick.

[Ansem breaks the market into two games] “The biggest money is made before the market agrees with you.” “Find a thesis the market doesn’t see yet.” “Don’t buy the bottom. Catch the meat in the middle.” The first is spotting a thesis before anyone else sees it. That’s where life changing returns come from, but it takes conviction when the crowd thinks you’re wrong. The second is riding momentum. Once an idea becomes consensus, there’s usually plenty left in the move. You don’t need the exact bottom or the exact top. Just catch the strongest part of the trend. @blknoiz06 told you Knowing which game you’re playing matters more than trying to time every candle.

[Crypto doesn’t have a speed problem anymore, it has a product problem] “You can really feel how good Solana is.” “Transactions confirm super fast.” “There’s a lot of room for improvement in the application layer.” “We’re trying to bring new people in.” Everyone keeps competing on TPS. @buffalu__ thinks that’s the wrong battle. Solana is already fast enough that most users don’t even think about the blockchain anymore. What they do notice is everything after that. Confusing interfaces. Low quality apps. An endless list of random meme coins that make crypto look impossible to understand. That’s why Jito isn’t just optimizing infrastructure anymore. They’re building products that feel familiar enough for the next wave of users to actually stay. Infrastructure wins developers. Great applications win everyone else. That’s where the next cycle will be decided.