Rasmr is betting on social apps bringing the next wave of capital onchain, while Ansem argues smaller traders have one edge whales can't easily copy: speed “My best bet is that the social apps are going to grow, and so that's why I'm positioned mostly onchain” “It's just so much easier to trade on these apps than anything else from last cycle by a mile” “If you're able to be in the top-performing asset at all times and rotate your capital really aggressively, that's how you outperform” “That's actually the advantage of having smaller portfolios because you're able to be so nimble with all of your positioning” w/ @rasmr_eth, @blknoiz06

Ansem believes social trading still has one major problem left to crack: discovery “I do think the social trading thesis is going to continue to proliferate, it makes a ton of sense” “Pure play timelines on these apps are just not enough information for people to make intelligent decisions” “It's really just who's making the most money, who's going the most viral” “Which coins are actually going to do well, how do I get access to the right groups of people, I think all that is kind of unsolved” w/ @blknoiz06

Mert says Zcash gave NEAR momentum, but NEAR may have helped unlock Zcash first “You have to look at what outperforms the general market, which Zcash and NEAR have done” “If you just say it's encrypted Bitcoin, that's pretty much all you need” “It's questionable that Zcash would have went up as much if it weren't for NEAR in the first place” @mert thesis is a two-way flywheel. Zcash brings a simple monetary + privacy narrative. NEAR Intents gives $ZEC more utility by connecting it to wallets, swaps and liquidity across other chains. More access creates more ways to use $ZEC beyond simply holding it on an exchange, while Zcash activity feeds back into the $NEAR ecosystem. @Zcash brings the asset. @NEARProtocol expands where it can move and what it can do.

$400K in, $4.5M realized in 30 minutes @insentos calls MELANIA his biggest realized trade ever. Multiple wallets, one 30-minute window, while still living in the same New York apartment from before trading changed his life.

Ansem puts @Zcash in the same category as some of crypto's biggest historical re-ratings, with $100B+ as the territory he believes $ZEC can attack “Zcash is in a very similar spot where I think it can accelerate pretty aggressively into that $100B+ territory” “The best trades in crypto have always been the re-rating of these select few assets that are able to get close to that $100B mark” “You saw it with ETH after Bitcoin, you saw it with Solana after Bitcoin” “I think the Zcash thesis is just super clean for people to understand, makes a ton of sense for retail and institutions” w/ @blknoiz06

Market Bubble ep.21: full conversation with @rasmr_eth Front-running the next rotation, social apps, Stonk, HYPE, Zcash, Pump and where onchain attention is moving next 0:00 - Front-running rotations and the Stonk trade 3:41 - Launchpads, social apps and the next onchain thesis 7:35 - Zcash, HYPE, Pump and cutting-edge tech 10:30 - Bitcoin, HYPE and the Bitget hack 13:38 - Leverage, PnL and the influencer trade

Ansem says winning the launchpad war takes more than temporarily flipping the leader “These newer launchpads have been unable to maintain market share” “The social consensus on which coins people want to support is going to be the biggest thing for sure” “It kind of becomes a PvP type of situation” His point is that features alone are easy to copy when the incumbent has capital and owns more of the stack. The harder moat is ecosystem alignment: liquidity venues, protocols, communities and users collectively deciding where activity should concentrate. The launchpad war may ultimately be won by distribution + social consensus, not features. w/ @blknoiz06

Ansem thinks crypto’s next expansion could be more aggressive than the last one “I think this cycle actually is going to be more bullish than previous cycles” “A lot of the returns were on meme coins like PEPE, like with a lot of Solana onchain stuff” “We bottomed earlier and we're going to have more capital coming into crypto” His read is that the previous expansion was unusually concentrated. $BTC made the clearest breakout, while $ETH and $SOL only marginally exceeded their prior-cycle highs and much of the outsized performance happened further out on the risk curve. If this cycle starts from an earlier bottom with a larger pool of capital entering crypto, @blknoiz06 sees room for a broader and more aggressive move across the market. More capital + broader participation is the setup behind his bullish cycle thesis.

Rasmr's bull case for Stonk comes down to one thing that can't be easily copied: winning the cultural consensus among Solana's most active onchain traders “The market PVPs these coins until it finds a consensus, and then the winning one gets all the volume” “If Point Farm Cap is number one on the fomo leaderboards and he's helping Stonk edge out these PVPs, then it's just gonna be this slingshot where Stonk gets a massive share of volume” “If the market comes to that consensus, then it's just gonna win Solana, and I don't think that's really priced in” “Stonk has the narrative on Solana, it has all these whales that are willing to buy the eco coins and hold them, and that consensus matters, especially in the low caps” w/ @rasmr_eth

Ran Neuner is putting a bold number on this cycle: altcoins could outperform Bitcoin by as much as 7x “What could make altcoins outperform Bitcoin by seven times? Which is, by the way, what I think is going to happen in this cycle” “In 2017, the altcoins outperformed Bitcoin by 19 times” “In 2021, the altcoins outperformed Bitcoin by six times” “Bitcoin found its product market fit, and I think crypto found its own product market fit” w/ @cryptomanran

Ran Neuner imagines an AI economy where compute becomes collateral and machines measure activity by blockchain blocks instead of clocks “Imagine that an AI agent actually puts its own compute power as collateral for a specific loan” “If he fails to pay the loan, his compute power will actually shut down” “Maybe instead of talking about what time the transaction took place, agents will just talk about the block time on Solana” “Agents don't know day, they don't know night, so probably block times in blockchains are much more suitable than actual times” w/ @cryptomanran

Banks puts Ansem’s personal brand in nine-figure territory, arguing the person behind the attention could be worth more than most $100M coins “Treat it like a business that you’re the founder of and the sole owner of, how much would that business be worth?” “Probably like $200M, I think higher, I honestly think higher, but yeah, at least $100M” “There are coins running on-chain every day going $100M, surely it’s got to be worth that” w/ @Banks

Miles Deutscher calls the $1,000 AI website hustle a dying arbitrage “Who in their right mind is going to pay $1,000 for a website when that person can go and use Claude Code or Lovable or Replit” “There is no moat, the new tools are now compressing the margin so much on website development” “I don’t think it’s a bad side hustle, if you really just want to make a few thousand dollars and you’ve got absolutely no other options to get started, then it’s okay” w/ @milesdeutscher

Claynosaurz isn’t trying to win one screen, @smokemonsterLA wants the IP everywhere kids already are “You can't just be a game. You can't just be a show. You can't just be a movie, and you can't just be social media” “To build a really successful IP, you have to be in all of those” “You have to do everything, and you have to launch them all strategically” That’s the @Claynosaurz playbook: animation, gaming, collectibles and physical products built around the same universe. The bet is that the next generation of IP lives across every touchpoint its audience moves through.

Tulip King has a favorite signal before sizing up a trade: everyone telling him he's wrong “There's nothing better than when you tweet an idea, you're finally ready to take it big, and everybody disagrees with you” “You're my future buyer” “You're going to capitulate, and then a couple months later, you'll either block and mute me, or you'll come back and say how smart I am” “That's the type of drug I could live off of” w/ @tulipking

Mert views Zcash + NEAR as a parallel to what Bitcoin + Ethereum aimed to become “You can kind of say that Zcash is an alternative to Bitcoin, and some people will say it’s a better Bitcoin” “NEAR is sort of what Ethereum aimed at being” “NEAR is demonstrably doing that right now via NEAR Intents” Zcash brings the monetary + privacy layer. NEAR gives ZEC connectivity across chains and access to ecosystems like Solana. Two different networks, increasingly connected by the same thesis. w/ @mert

Ansem sees speculation as one of the most powerful monetization layers for onchain platforms “The trading terminals and like launch pads make so much money because they're able to take such a high fee rate on all this trading volume” “People are willing to speculate on these things they think they can get thousand X plus returns on” “It also aligns with their core ethos as Robinhood, like as a business” His read is that Robinhood can capture more of this activity through its infra without directly picking or promoting what people speculate on. That direction is already visible: Robinhood Chain has expanded into DeFi, while transaction-driven products remain a major revenue engine for the company. Enable the activity, own the rails, capture the flow. w/ @blknoiz06

Blake says @Claynosaurz is building a new loop between entertainment and digital collecting “We’re building out this idea called Watch and Collect” “You’re rewarded for it, and inside are the characters, the moments, the scenes” “That’s how we’re tying content and collectibles together” The model turns watching into participation: episodes introduce characters, scenes and moments that connect directly to collectible cards. Claynosaurz already describes Watch & Collect as a format where storytelling and collecting happen together. Watch the story. Collect a piece of it. w/ @smokemonsterLA

Blake spent a decade in startups after Ubisoft, and the biggest lesson he carries into this space is simple: projects need to be built like real businesses if they want to survive “When you join that type of industry, you know you're going to be wearing a lot of hats” “It's an always-on job, you're not looking to really have a 9-5” “The majority of the reasons projects struggle is that they didn't really have that business sense or that understanding of what it takes to build a company from the ground up” “You need to sustain yourself, your employees and the business to make sure that it has legs and will last for five, 10, 15, 20 years” w/ @smokemonsterLA