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Umar
@umar_xbt
324 Following    2.2K Followers
Threadguy says $MEME hits $1B in almost every timeline but ours is cursed “MEME is one of the most cursed coins ever created.” “If you replayed the entire world from the Mongols to Vlad Tenev tokenizing stocks in 2026, then launched MEME across 100 timelines, it would reach $1B in almost all of them.” “We just happen to live in one of the few cursed timelines where MEME didn’t reach $1B.” “I’m talking Genghis Khan, the Roman Empire, Nassim Taleb writing Fooled by Randomness, the Hunter Biden laptop coin and then MEME. It reaches $1B in almost every timeline.”
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Ansem reveals the two things Solana needs to return to peak 2024 onchain mania “A lot of what drove the Solana memecoin supercycle was SOL getting re-rated from $15 to nearly $200, alongside airdrops from protocols like Jito and Jupiter.” “There was new money coming from retail, other chains and different areas. That capital, combined with price appreciation, drove Solana’s onchain activity in 2024.” “To repeat that, Solana either needs another major price appreciation cycle potentially driven by new TradFi buyers or a way to bring a huge number of new users onchain.” “Pumpfun and the surrounding memecoin apps brought many new people onto Solana. Another breakout application in a different sector could drive the next wave.”
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Threadguy says Trump did to politics what memecoins did to crypto “In a lot of ways, I appreciate Trump turning this whole show into a Saturday Night Live episode. The whole thing feels like an Onion script.” “It reminds me of what the 2024 memecoin cycle did to crypto. In 2021, everyone publicly debated tech and blockspace while insiders got hilariously rich selling on everyone.” “Eventually, people said, ‘Instead of trading worthless things wrapped up as valuable, let’s trade worthless things wrapped up as worthless.’” “Did that make crypto better or worse? I don’t know but it got rid of the blinders.”
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Flood explains why traders should manage their personal lives like a business “People make money and immediately think they need a BMW M3. Material things make you happy for much less time than you expect.” “My Lamborghini made me happy for three and a half months. Then it needed wrapping, tires, maintenance and the center console stopped working.” “No drawdown is acceptable. You should defend your capital and never let lifestyle expenses damage your ability to invest or trade.” “Upload your statements to ChatGPT, Gemini or Claude and audit every expense. Treat yourself like a business, because markets reward the people who still have liquidity.”
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Flood says sudden wealth can turn an asshole into an even bigger asshole “I lost someone because they couldn’t accept that I was scaling and they weren’t. They thought they were better than me, and we had a major falling out.” “Money accentuates who you already are. If you’re an asshole, you become a bigger asshole. If you’re generous, you become more generous.” “I tell crypto guys who make money quickly to set it aside. Put some in Bitcoin, equities and cash, then pretend you never made it.” “Don’t immediately buy things or tell people. You haven’t figured out what that capital will allow you to become.”
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Flood explains the paradoxical mindset required to make hundreds of millions “You must be hyper-aware of the capital you’re playing with and understand that no job could reasonably make it back.” “But you also need to be numb enough to let your bets play out and press when you believe you have alpha.” “With a larger portfolio, you constantly ask whether an opportunity deserves your limited time, attention and capital.” “Your risk-reward becomes thinner because of slippage. It comes down to shot selection: Do I have alpha, and is the outcome big enough to matter?”
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Jez says crypto gives you one perfect trade every 3–4 months and you should hit it as hard as possible “Outside of liquidity constraints or counterparty risk, there’s no reason to put money behind your second-best idea.” “I’ve seen far more concentrated portfolios make it than diversified portfolios. Crypto gives you a softball every three or four months you just have to wait and hit it as hard as you can.” “If you were only allowed to press buy once all year, would you buy right now? That’s the constraint traders should use.”
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Jez says getting main-charactered makes trading significantly harder “Getting main-charactered sucks if you’re actually trading the assets. It makes selling much more difficult.” “I gained clout and reputation from holding everything on izebel eth, but I probably cost myself 5 to 10% on execution because the entire market could see my positions.” “You get the attention, but exiting becomes much harder. That’s why profitable traders like Stoic Savage lock their accounts.”
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Rasmr says Ansem respects every pump even when it isn’t happening on Solana “One thing that’s underrated about Ansem is his ability to take a step back when it isn’t his time.” “It’s obviously Unipcs and Robinhood’s time, not Solana’s. Ansem isn’t fudding Robinhood he’s giving good takes and letting the winners continue to win.” “Ansem respects the pump. That’s why he’s the GOAT. He’s so good at making moves and really understands how to do this shit.”
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Threadguy predicts every finance influencer will eventually have their own coin “Every finance influencer is going to have their own asset. Ansem has ANSEM. Everyone will be KOLing everything it’s obviously where the world is headed.” “Scroll Twitter now and every influencer is posting tickers. Everyone knows what everyone holds. That wasn’t the case in 2024, when people were much more reserved.” “Togi makes seven figures, turns it into a YouTube video, gets millions of views, and accelerates the entire thing. Maybe it started with Roaring Kitty and GME, but it has become a crypto meta.” “There will never be another GME there will be thousands or millions of them. They’ll all look different. People underestimate how quickly everyone can pile into the same asset.”
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Cobie explains why one person can now build a billion-dollar business in months “The coolest thing about the world right now is that you can start a business with one person and get a phenomenal outcome within six months. OpenClaw is the big example billions of dollars in literally a month, and it was just one guy.” “There’s been a great equalizer. There’s opportunity for everyone to do things that previously were just not possible.” “In the next few years, there will be more unicorns created than ever in history.”
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Ansem says traders are the only celebrities who can show you how to make $40M “People love celebrities because they’re really good at their jobs and they’re rich. Traders are the only demographic where they made a lot of money from trading, and they can also teach you how to be a trader.” “LeBron cannot tell you how to be LeBron. Leonardo cannot tell you how to be Leonardo.” “Kimchi can tell you how he made his money trading. He can tell you what he was doing and what he was looking at.” “People who use technical analysis, trade low caps, and trade onchain can literally teach you how they made $40 million in a couple years.”
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Swizzle says Ansem could be the first trader to bridge the degen and institutional worlds. “Ansem could be the first. He could do it actually. He’s personable. He’s a walk-up.” “His trading is real. He has a track record you can track that on chain. Before he had a big following, he’d been involved in all of it.” “He’s culturally tied into stuff. He’s relatable. He can code switch between the degens and the institutional stuff.” “I think there’s a chance he could be the first version of that.”
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Cobie predicts a massive shift in market culture over the next 3 to 5 years. He says we will see "a finance native, like, Clavicular kind of person" emerge who is "phenomenally talented in the markets." Instead of standard media, it will be a "clavicular type format" where "someone takes a bunch of positions in public and shows their life and the ups and downs of being that." If this aligns with the right conditions, we are looking at a "10X version" of the Roaring Kitty phenomenon.
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