Ansem

Market Bubble ep.23: my full conversation on the first major pullback, portfolio strategy, the Coinbase perps showdown and my outlook on BTC, Zcash, Pump and HYPE 0:00 - The first pullback and 70/30 strategy 5:45 - Coinbase perps showdown and trading lessons 10:48 - Bitcoin, Zcash and the MemeFi thesis 18:12 - StarkWare, Pump and SOL targets 26:48 - HYPE, momentum and taking profits

memory top mags bottom purely off vibes & charts, but im sure there will be some fundamental analysts who provide substantive reasoning for this shift in the next few months said a few weeks ago thought memory bottom was in, think that is wrong now, was expecting HL into ATHs aug 2025: $META $760 $MU $100 oct 2026: $META $760 $MU $940

https://t.co/qjOgDshV7l

if i streamed trading ny open on 100x lev would you guys watch it

@based16z the advantage of tweeting hundreds of thousands of times is you are somewhat imprinted in the consciousness of a very large pool of ppl almost no matter what happens

send ticker requests and ill chart it and tell you if its going to zero or not

what % of your portfolio is in bitcoin

you guys are panicking into the first slight pullback on majors in months that has not broken market structure even slightly remove the bear psychosis from your brains

bears are fake and gay

all time highs by christmas https://t.co/XJpEdUjIdr

pain trade is up

i'm interested in how @Pumpfun is positioning itself as more trading activity moves onchain they've expanded from a token launchpad into PumpSwap and a mobile trading app, giving them exposure to both token creation and social trading if those markets continue growing, there's room for the platform to capture more activity across its products user retention and execution will be important as competition increases

insane amount of cash returned directly back to users, on track for ~$1B/year at this rate have been saying people are not accurately tracking how much money pump not only makes but also gives back to its ecosystem

one of my strongest convictions this cycle is the social token thesis DOGE showed how powerful distribution can become when someone with Elon’s reach brings sustained attention to a community i expect influential individuals and their audiences to play an increasingly important role in how memecoins grow the projects that develop their own identity and culture have a much more interesting setup than those simply copying what already worked

my goat

had a lot of fun in Singapore @ the coinbase champions event, production was very well done all around and made it easy for us to just show up and trade also s/o the crowd was lit looking forward to seeing @coinbase's new pro product relaunching later this year 🏌🏾‍♂️

i pay more attention to how a memecoin community behaves during a 70-80% drawdown than when the price is going up the strongest communities tend to stay active, keep creating content and bring in new people even when momentum disappears attention drives memecoins, but i believe the ability to sustain that attention through difficult periods is one of the most important things to look for

one thing i find interesting about Grass is its potential expansion beyond AI training data they've already built infrastructure to collect and process web data at scale, and now they're looking to make those tools available directly to AI agents and LLMs i expect real-time access to web data to become increasingly important as AI agents grow more capable that could open up an entirely different market for infrastructure providers like Grass

$90k by end of the week

custom pairs are going to become a lot more popular over the next few months

& 3v3 @notthreadguy

ok i have an idea we host a CT Olympics event events are: • perps trading • boxing • memecoin trading • 100M dash • 5k one in NYC, one in Dubai sponsors: coinbase, kraken, okx, binance, bybit we draft teams and let people bet on them who says yes

you can only hold 3 altcoins > 500M FDV going into Q4, which do you hold and what are your targets by December 25th, 2026

you can only hold 3 memecoins going into Q4, which do you hold and what are your targets by December 25th, 2026

this is why crypto is currently one of the most asymmetric bets you can make as a capital allocator

free

alt szn

people still have so much bear ptsd that they can't even see what's coming Q4 will be the best quarter for crypto alts in a very long time

one of the biggest lessons i've learned trading crypto is that catching the right rotation means very little if you give all the gains back in 2017, i made significant profits trading alts but round-tripped a lot of them by 2020-21, i'd gotten much better at identifying narratives early, rotating between SOL, LUNA and AVAX, and compounding gains across different trades i believe finding opportunities early and knowing when to take profits are equally important skills

i believe the strongest communities in crypto are built around relationships that can survive price volatility $ANSEM is an interesting example of that thesis playing out i've spent years building relationships with people through trading, sharing ideas and being active onchain as social trading grows, i expect attention, reputation and community loyalty to become increasingly important drivers of value