Solana Meme Rally Continues: KOLs Jump In with Personal Tokens
After $ANSEM recorded a 600x gain within 24 hours yesterday, the Solana meme coin ecosystem continues to heat up with multiple 20x-plus plays today. The most notable is $TJR, a token promoted directly by prominent KOL TJR (@_TJRTrades). TJR has 250,000 followers on X but over 1.5 million each on Instagram, TikTok, and YouTube. He initially announced support for Ansem's content expansion and bought $100,000 worth of $ANSEM. This morning, he changed course, questioning whether he should issue his own token. After signaling an airdrop of any $TJR he receives, the market FOMO'd, pushing $TJR from a $400K market cap to a peak of $28 million.
The Deployer Behind the Scenes: 101 Coins, $6.08M Profit in 7 Days
According to GMGN data, the same deployer who created $ANSEM also launched $TJR, sending 79% of the supply directly to TJR's address. This address created $ANSEM 13 days ago, sold it for a $5,500 net profit, then began a massive minting spree over 7 days—producing 101 distinct meme coins, many themed after internet personalities with existing fan bases. Among them, 12 coins reached a peak market cap above $1 million, and 3 exceeded $10 million. The deployer's 7-day paper profit reached 82,000 SOL (~$6.08 million), with deployer fees from high-cap coins contributing $193,000. The 30-day total profit stands at $8.77 million.
Variants: Airdrops, Black Hole Sends, and Derivatives
Beyond direct KOL tokens, creative variants emerged. $TESTIBULL, a spin-off of the testicle-themed $TESTICLE, surged from $40K to nearly $5 million after KOL Dip Wheeler promised an airdrop. In another twist, $dog—intended to replicate Ansem's success with $WIF—saw its deployer accidentally send tokens into a black hole address. This blunder created the same dramatic effect as the famous $SLERF incident, driving the token's market cap above $8 million momentarily.
Under the Hood: VC-ification of Memecoins and the Hunger-FOMO Cycle
This rally is not a random event. Solana has lacked a $100M+ market cap meme coin for a long time (though $ANSEM has a large portion held by Ansem). Many traders missed the $ANSEM pump, leading to severe FOMO that poured into $TJR. At a deeper level, memecoins are undergoing a process of VC-ification. With exchanges shutting down new listings and market makers reluctant to pump, achieving a $10M+ market cap organically is extremely difficult. For players, fairness no longer means equal distribution—it means having the chance to buy low and swing for high odds. Thus, even if a large percentage of tokens is concentrated in the hands of KOLs (like Ansem or TJR), traders see it as a positive signal: the influencer has an incentive to drive the price up to cash out. This mirrors the dynamics seen during the Trump token launch. Currently, many 'hunting' traders have returned to scout potential celebrity token targets (e.g., bonkguy, him). However, whether the trend sustains depends heavily on $ANSEM's ability to break to new highs; otherwise, the market sentiment may evaporate quickly.
