$ANSEM Ignites the Rally, TJR Steps In
After $ANSEM—the hottest Solana meme coin of the previous day—multiplied 600x in 24 hours, a new wave of 20x+ gainers emerged this morning. KOL TJR (@_TJRTrades), who has 250K followers on X but over 1.5 million each on Instagram, TikTok, and YouTube, began tweeting yesterday about helping Ansem create TikTok content to attract new users. He bought $100K worth of $ANSEM and repeatedly shilled it. This morning at 6:00 UTC, TJR posted 'Should I ape in?' and, a few hours later, replied to a tweet asking if he would airdrop his $TJR holdings with a simple 'Of course.' The market took this as a confirmation signal: $TJR's market cap soared from ~$1.6M to a peak of $28M—a day after it was just $400K.
Same Deployer Mints 101 Meme Coins in 7 Days, Profiting $6.08M
On-chain sleuthing via GMGN reveals that the deployer of $TJR is the same wallet that created $ANSEM. This time, they sent 79% of $TJR's supply directly to TJR's address. The deployer originally sold $TJR for a $5,500 profit 13 days ago, then over the past 7 days embarked on a massive batch-minting spree: 101 different meme coins, most of which are 'celebrity coins' targeting existing fan bases. 12 of those peaked above $1M market cap, and 3 broke $10M. The deployer's 7-day book profit stands at 82,000 SOL (~$6.08M), with just a few high-cap meme coins contributing $193K in deployer fees. Their 30-day profit is $8.77M.
The VC-ification of Meme Coins: Influence as Liquidity
Beyond $TJR, derivative tokens also surged: $TESTIBULL (a spin-off of the testicle-themed $TESTICLE) was promoted by KOL Dip Wheeler, rocketing from $40K to $5M; $dog, originally designed to mimic a new dog coin like $WIF, saw its dev accidentally send tokens to a burn address, creating a $SLERF-like drama and a peak market cap of $8M. Market participants now label this cycle as 'VC-ification' of meme coins—large portions of the supply are held by influencers who provide marketing and credibility, and retail traders are happy to buy in because they see the influencer's incentive to pump the price. This mirrors the structure of the TRUMP token launch earlier this year: attention, endorsement, and narrative substitute for traditional VC capital. With the success of $ANSEM and $TJR, old-school 'degen' players are returning to farm potential future claims (such as coins tied to KOLs like bonkguy and him). However, the sustainability of this wave hinges on whether $ANSEM can continue to set new highs; otherwise, sentiment could fade quickly.
