clips + content | working w @MarketBubble | support @blknoiz06 | mod at The Ansem Collective

signal → community
motivation never runs out, the market moves fast and so do the best ideas i’ll keep sharing the latest updates, fresh theses, and key insights from Ansem broken down into clear, concise takeaways you can actually use > stay curious > stay informed > keep learning
follow my goated clipper @Kaiz_294 he's been crushing it
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Ran Neuner expects the crypto market correction to approach its final leg down, pointing to historical patterns around US midterm elections as a potential signal that the bottom is near “I think that this is actually a typical last leg down correction. And I actually think, you know, a last leg down when it comes to the midterm election year” “In the midterm election years, which is also the one year post year on the four year halving cycle, you always get these corrections” “In terms of the corrections, some of them end before the election, and some of them end just after the election” “Ultimately, on or around election day, midterm election day, which is by the way next week, by that time, the correction is usually over” w/ @cryptomanran
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Tyler and Farokh highlight how Pumpfun is maintaining revenue near its highs despite falling on-chain volume, as new revenue streams and rapid product launches strengthen its position ahead of the next market cycle “PumpSwap volume has also fallen off pretty substantially over the course of this year. But the volume chart does not match the revenue chart at all” “Revenue is basically still up. Even into last week, it was basically not too far off of highs. My point being there is they've found new revenue streams” “It's helping them get through the on-chain bear, and then when the next on-chain bull comes, they'll be positioned to really run it up on the revenue side, is my view” “I think they're wartime building, dude. I think a lot of the sentiment also is shifting as of last week because the way Pumpfun shipped recently: perps, Gotcha, bridge, limit orders” “I've seen a lot of Pump haters on the timeline say, I hate Pump, but damn, they're building. And I think that is changing a lot of the sentiment around it, too, in a good way” w/ @Tyler_Did_It, @farokh
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Ansem breaks down why false breakouts and false breakdowns matter, as large traders can absorb aggressive buying and selling at key liquidity levels to build their positions “When you have a market trying to choose the direction that it's trending in, when you absorb a lot of activity at key spots, it's simply bad for the people who are trying to push the price there” “If you have this high, whatever market buys at this level, thinking this is going to be a breakout, a lot of people are absorbing all of that buy flow with their limit sells” “For people to build larger positions, you typically need to go to the areas of most liquidity” “The areas of most liquidity are where you're going to see a lot of market buying in whichever direction” w/ @blknoiz06
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Bitcoin may have already bottomed, according to Ran Neuner, who points to the four-year cycle and a higher high while watching $72,000 as a potential higher low “From a time point of view, which in terms of the four-year cycle, we probably should have put in the low already. We've passed the part in the four-year cycle where we should have bottomed” “If this is a dead cat bounce, by the definition of a dead cat bounce is that you can't put in a higher high. And what we did, if we look at the chart, is we actually did put in a higher high” “The next test that we need to do now is to see if it puts in a lower low. If it goes below the 57,995, then we go to say, okay, those people were actually right” “I think that was invalidated when we put in a higher high. And I think that the next move that you want to see is a higher low. 72,000 would be great. It would fit that chart pattern pretty well” w/ @cryptomanran
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Ran Neuner warns that the crypto market may only be 35 - 45% through its correction, as traders are still buying the dip instead of showing real fear “We still haven't hit the fear stage of the correction. We're still in neutral. We haven't actually got anywhere near fear in this correction” “I think this is more towards the beginning. That's why I say it's like 45% or 35% in the correction. The real correction hasn't actually even started yet. Why? Because people aren't scared yet” “The index is currently sitting at 11, signaling that the extreme greed phase is behind us and pessimism is starting to settle in across the market” “In a correction, you want to see the behavior change. People must go from exuberance to actual real, real, real fear. People are still talking about buying the dip. That's not the fear that I expect to see in the correction” w/ @cryptomanran
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Noah Tweedale reveals how Pumpfun plans to bring the Crypto Twitter experience into its mobile app, allowing traders to back their token calls with real money and publicly show their profits and losses “Most people in crypto spend their entire day on crypto Twitter. When you scroll through, you're looking at these different tweets, and most of the time, it's a little synopsis and then it's a coin” “It's mostly like an atomic unit of social consensus, or your post on why you believe this coin is good or bad, and then the coin or the coin chart beneath it” “The idea for us is we want to create an experience which is fully social, where we basically take what's going on in crypto Twitter and put it onto the mobile application” “Instead of only speaking about coins, you kind of put your money where your mouth is. If you believe in a coin, you buy X amount of dollars, and then that's highlighted on the Pumpfun application. Everyone can see how much money you've made, everyone can see how much money you've lost” w/ @sapijiju, @cryptomanran
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Kaiz 🐂🀄️ retweeted
Q4 market thoughts october 28th, 2026
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A $1M ASTER position grew to over $13M on paper, and Quanterty barely sold anything before the top “I bought a million dollars at 18 cents, and it went to $2.40, and I basically didn’t sell anything. You guys can do the math on that” “I was with my mom, and I was talking to her when it was sitting just above $2, and I was looking at my unrealized P&L. It’s the funniest top signal ever” “I literally looked at her, and I was like, I should start donating to charity. I’m looking at how much money is sitting in front of me, and I’m like, I have more money than I know what to do with” “The money hasn’t even been realized at that point. It’s all in Aster token. It topped within 24 hours of that conversation, at $2.40 or something” w/ @Quanterty
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Quanterly considers access to the right traders on X one of the greatest edges in trading, claiming that following his trades over the years could have generated substantial profits “The greatest edge is having a Twitter premium account. It will literally do you wonders in this world that you’ll have no idea about” “I will still pride myself on the fact that I believe that I shared a ton of valuable information throughout my years in my Telegram and on my Twitter” “If you copy and paste traded me for my entire career, you would have made a ton of money with me. I’ve been very successful through on-chain and stocks” “I’m not the only person out there who is doing that, and there’s also people out there who are doing that who are better than me” w/ @Quanterty
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United Airlines CEO Scott Kirby expects @Starlink to become the biggest competitive advantage in aviation, giving United a 2–3 year window to win customers before rivals catch up “If you’re thinking that this is like an eight year project, okay, I’m a year behind on starting, but that’s not that big a deal. In a traditional way of looking at it, it can feel rational” “I think it’s the biggest competitive advantage. And it’s temporary. Everybody eventually is going to have high speed, low earth orbit internet connectivity. It’s going to be a must have” “But we are going to have a few years of being the only airline that has it at scale. And that’s our mission. I think we’re going to convince customers that United is the best airline” “They’re going to try us for Starlink and they’re going to stay because all the other technology and everything else is better. We’ve got the right tech stack, and our gap is getting wider and wider with our technology every day” w/ @collision, @benthompson
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United Airlines CEO Scott Kirby calls free in-flight Wi-Fi on competing airlines nearly unusable and considers @Starlink the only option capable of delivering the speed passengers need “We were going to make it free anyway. Although, in fairness, free is not the value proposition. Fast is the value proposition” “I’ve flown all three of my big competitors who have it free on the legacy systems, and it’s terrible. I’ve flown them each two or three times in the last year” “It’s terrible because there’s not enough, it’s physics. There’s not enough bandwidth to make it free. It makes it unusable for almost everyone” “Free was never the value proposition. Fast is the value proposition. And there’s only one option for fast. It’s Starlink. The other fast and free, it’s like dial-up internet. It’s slower than dial-up internet” w/ @collision, @benthompson
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