Ansem2026-10-04 02:46:36Ansem says PUMP may be valued like an L1 as pump.fun moves toward super app statusAnsem said on X that the market has not fully priced in pump.fun’s shift toward becoming base-layer infrastructure similar to an L1, arguing that other token launch platforms could eventually build directly on top of it. He added that for roughly every $500 million in platform revenue, token creators could receive about $500 million in creator fees after their tokens complete the bonding curve stage. In his view, the rollout of features including custom trading pairs and Callout Rewards could push PUMP toward an L1-style valuation framework over time. Ansem also said he is optimistic that pump.fun could develop into a super app during the current cycle. The remarks were reported by Odaily.60
pump.fun2026-10-04 02:50:02Ansem says market has yet to price in pump.fun’s shift toward L1-like infrastructureCrypto trader Ansem said in a post on X that the market has not fully priced in pump.fun’s potential to evolve into infrastructure resembling a Layer 1 base layer, with other token launch platforms potentially building directly on top of it in the future. He argued that one underappreciated part of the model is the creator fee share paid to token creators, which he said is roughly matched 1:1 with platform revenue. In his example, if the platform generates about $500 million in revenue, token creators could receive about $500 million in creator fee sharing after tokens complete the bonding curve stage. Ansem said that structure gives teams a strong incentive to keep building products on pump.fun. He added that this setup may be better than a traditional L1 because pump.fun can collect fees not only from launch platforms built across its stack, but also from every token issued through those platforms. As features such as custom trading pairs and Callout Rewards roll out, he said the market may begin valuing PUMP using logic closer to that applied to L1 networks. He also said he is highly bullish on the thesis that pump.fun could become a “super app” in the current market cycle.40
Ansem2026-10-02 02:00:31Ansem says he rotated part of his SOL into PUMP and remains bullish on crypto in Q4Crypto trader Ansem said on X that he has recently swapped part of his Solana (SOL) holdings into PUMP, betting the token can move above $0.01. He argued that a break above PUMP’s all-time high would open the door to richer valuations for newly issued tokens. He also said PUMP has risen about fivefold from its summer low this year, yet still looks undervalued in his view, with its long accumulation phase, buyback mechanism, and cross-chain mobile app continuing to draw attention. Ansem also shared a broader market view. He said BTC, ETH, and SOL have all held the upper end of their recent ranges and that price action still looks healthy. While he said the market has not yet seen a large liquidation event, he believes many participants remain positioned the wrong way, leaving room for more upside. Among altcoins, he highlighted ZEC, HYPE, and PUMP as his top trend assets. For Q4, his overall stance is bullish, though he expects October could bring a pullback and an open interest wipeout. He added that chasing with high leverage carries elevated risk, while high-conviction spot positions look more attractive.50
NFT2026-09-30 05:30:00NFTs show signs of life, but the real shift is away from JPEG speculation and toward onchain asset containersNFTs are drawing attention again, but the rebound described in this report is not a simple return to the 2021 playbook. Recent price action has been visible in headline collections: according to OpenSea data cited in the source, CryptoPunks rose from about 29 ETH to about 34 ETH in the second half of September, while Solana’s Mad Lads climbed from 6.6 SOL in mid-September to above 12 SOL at one point. Even so, broader market data still looks subdued. CryptoSlam’s seven-day NFT sales reached roughly $55.51 million as of Sept. 26, up 57.17% from the prior week, but still far below the levels seen during the 2021–2022 frenzy. The article argues that the conditions behind the last NFT boom have changed. Scarcity, identity, social signaling and pure wealth effects no longer carry the same force, while capital is now more focused on yield, liquidity, composability, tradability and cash flow. That change is visible in newer experiments on Robinhood Chain, where projects such as Quotrons, StonkBrokers and RH Machines use NFTs as containers for tokenized stock exposure, fee distribution and token-bound accounts. In that framework, the NFT is no longer just the image being traded; it becomes the wrapper around assets, rights and onchain positions. The piece also points to RWA growth as a key backdrop. Citing analysis from a16z crypto, it notes that RWA perpetual trading volume reached $117.3 billion in August 2026, with most activity taking place onchain. The broader takeaway is that if NFTs do regain relevance this cycle, the path may run through ownership structures, tokenized real-world assets, fees and agent-based systems rather than a simple revival of profile-picture speculation.50
NFT2026-09-30 02:05:57NFTs Are Back in View, but This Cycle Is About Cash Flow, Liquidity and Asset ContainersA fresh rise in floor prices for collections such as CryptoPunks and Mad Lads has revived debate over whether NFTs are staging a real comeback. Foresight News argues the answer is more complicated. Market data still shows weekly NFT sales in the tens of millions of dollars, far below the heights seen in 2021 and 2022, and activity remains concentrated in a small number of collections and wallets. That leaves little evidence for a broad return of the old profile-picture trade. The article contrasts recent optimism from trader Ansem with the much harsher view from Dragonfly managing partner Haseeb Qureshi, who has argued that some parts of crypto consumer culture are not coming back. The core case is that the conditions that powered the first NFT boom have changed: retail attention has shifted, demand for many consumer Web3 products failed to materialize, and legacy blue-chip collections no longer carry enough liquidity to define a full market cycle. Instead of a replay of 2021, the report says NFTs may be evolving into a different financial form. New experiments on Robinhood Chain, including Quotrons, StonkBrokers, RH Machines and Rare Friends Genesis, use NFTs as containers for tokenized stock exposure, fee rights, activation mechanics and onchain accounts. In that framing, NFTs are no longer just images. They become wrappers for ownership, access and revenue distribution, potentially tying their future to RWA, tokenized equities, stablecoins and AI-linked products rather than pure JPEG speculation.160
NFT2026-09-28 03:43:06Ansem says he is bullish on a real NFT comeback this cycle, with focus on new formatsCrypto trader Ansem said he is highly optimistic that NFTs could see a genuine revival in the current market cycle. He said art NFTs may post another round of gains, but added that the more important area to watch is innovation around the NFT format itself. In his view, that includes AI agents, ownership structures, new issuance models, and different ways NFTs can be combined with on-chain products. Ansem also said the broader rotation across on-chain assets is still in its early stages, which could leave room for more experimentation in NFT applications and design. The remarks were reported by BlockBeats on Sept. 28.240
Ansem2026-09-28 03:55:26Ansem says he is bullish on an NFT rebound this cycle, with more interest in experiments around the form itselfCrypto KOL Ansem said on X that he is optimistic NFTs will see a real rebound in the current cycle. He said art NFTs could still get another wave of attention, but his focus is on experiments centered on the NFT format itself rather than only renewed interest in existing categories. He pointed to areas such as agents, ownership, new issuance mechanisms, and combinations of NFTs with on-chain products. Ansem also said the market remains in the early stage of a broader on-chain rotation, and he expects more NFT use cases and structures to emerge later. The remarks outline a view that any NFT recovery may extend beyond art collections and into product design and market structure.220
Ansem2026-09-26 09:18:25Ansem says airdrops remain a key driver of on-chain trading activityCrypto trader Ansem said airdrops still rank among the strongest catalysts for bringing users and trading activity back on-chain. In his view, the last market cycle saw trading terminals capture significant volume, yet many of those platforms still have not offered rewards to users. As competition for traders heats up, he said rewarding early users can work as an effective way to build loyalty and retain liquidity. Drawing on past market experience, Ansem added that well-timed airdrops have previously unlocked substantial on-chain activity, and he expects the same playbook to show up again in the current cycle. The comments point to user incentives as a continuing tool for platforms trying to win and keep active traders.260
