Ansem ๐๐๏ธ
@blknoiz06
coldest nigga breathing | @BullpenFi @MarketBubble
9.3K Following 1.4M Followers
@postedgo @blknoiz06 Conviction you say?
about 20 mins ago, i moved my bag over to FOMO account i made this morning & posted a deeper thesis as to why I accumulated $ANSEM
Stats on top holders have been updated. Moved to FOMO so ppl can just see you dont need 50+ positions nor have to trade 20X a day for a big W
You just need onchain proof of a strong whale group & conviction on your thesis
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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
โMy best bet is that the social apps are going to grow, and so that's why I'm positioned mostly onchainโ
โIt's just so much easier to trade on these apps than anything else from last cycle by a mileโ
โIf you're able to be in the top-performing asset at all times and rotate your capital really aggressively, that's how you outperformโ
โThat's actually the advantage of having smaller portfolios because you're able to be so nimble with all of your positioningโ
w/ @rasmr_eth, @blknoiz06
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iโm looking at SOL through a much longer time horizon than current revenue
if crypto keeps moving capital and assets onchain, the L1s that become core infrastructure should be valued around the activity they could support over decades
Solana today only has a small number of applications generating serious revenue
the upside case comes from what happens if that becomes hundreds or thousands of successful businesses built onchain
for me, that future activity matters more than a snapshot of L1 economics today
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iโm treating this cycle on its own terms
previous major BTC bear markets took roughly a year to find their lows and drew down 75%+ from the top
this time, the deepest drawdown so far has been closer to 53%, followed by a much earlier recovery in price
the market structure has changed too, with new ways for institutions and retail to enter crypto and move onchain
memory mapping every move to 2018 or 2022 feels less useful when the setup itself has changed
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Ansem believes social trading still has one major problem left to crack: discovery
โI do think the social trading thesis is going to continue to proliferate, it makes a ton of senseโ
โPure play timelines on these apps are just not enough information for people to make intelligent decisionsโ
โIt's really just who's making the most money, who's going the most viralโ
โWhich 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 unsolvedโ
w/ @blknoiz06
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i view dedicated social trading apps keeping their edge even if X eventually brings trading directly into the timeline
X serves too many different use cases, while these apps are designed around discovering trades and acting on them quickly
the callout model takes that a step further by connecting attention directly to trading volume
if creators can earn from the volume their posts generate, that creates a pretty powerful loop between content, distribution and trading
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$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.
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Market Bubble ep.21: my full conversation
0:00 - CASHCAT, Stonk and the launchpad race
11:04 - Tokenized stocks and the next onchain trade
22:43 - NFTs, memes and finding 100x trades
43:01 - Meta, ansem(io) and crypto security
54:58 - Bitcoin, Hyperliquid, AI mining and Ethena
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Your mental barriers are physical and your physical barriers are mental. You have everything you need
this coin is mispriced by a factor of about 20x
$pump looks good too
๐ธ performing at atlanimefest oct. 17!! stacked lineup! grab a ticket (+ snippet + mirror pic)
@blknoiz06 Not even an iPhone
McDonaldโs WiFi and Motorola challenge
you do not need anything else other than an internet connection & an iphone to make $1,000,000+ over the next 12 months
tokenization supercycle + 24/7 perps + social trading emerging seriously for the first time as a global metagame is going to give insane opportunities to those terminally online that learn how to trade attention & virality
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crypto entering the kind of market where every hour offline is expensive
dont think ppl realize how insane this is
No team works harder than @ethena. They've been one of the hardest workers during the market down turn and have focused heavily on core issues that prevented the token reaching it's full potential last cycle.
Just this month they conducted a buyout of certain seed investors' locked tokens, alleviated future unlock overhang, proposed fee switch activation which will direct up to 95% of net revenue to ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 buybacks, launched their innovative Neobank, and are positioned best to capitalise on when there's strong leveraged interest in crypto majors.
ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 has plenty of room to move. It'll be obvious in hindsight.
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Yall suck ass, Ian got no mutuals in Dallas?
We are going to get so retardly rich it wont even make sense
it really is a bull market
