Original | Odaily Planet Daily (@OdailyChina)
Author | Asher (@Asher_0210)
Recently, I have been studying the big opportunities in the World Cup prediction market, completely unaware of the bigger opportunities in the corners of the blockchain. Yesterday, Solana Meme had a long-awaited speed run - ANSEM. In the early hours of yesterday, ANSEM's market cap was only about 4 million dollars, and in less than a day, it broke through 100 million dollars, currently with a market cap of about 97 million dollars.
The stories of sudden wealth have flooded the screen.
According to Lookonchain's monitoring, a smart money invested 56.4 SOL, approximately 4,050 dollars, to buy 25.99 million ANSEM ten days ago. As ANSEM skyrocketed, yesterday he sold all of his chips, reverting to 7,649 SOL, valued at about 539,000 dollars, yielding over 135 times.
Why did ANSEM suddenly skyrocket? What is its relationship with the well-known KOL Ansem? Can it lead other Meme coins? Odaily Planet Daily will explain it all in the following text.
Is ANSEM issued by Ansem? Does it matter?
Many people's first reaction to ANSEM's surge yesterday was: Is this coin issued by Ansem himself?
The answer is no.
Ansem, whose real name is Zion Thomas, is one of the most representative KOLs in the Solana Meme community. During the last wave of meme craze, keywords like WIF, Solana altcoins, early rush, and bullish sentiment on-chain have been long associated with him. For many Solana players, Ansem is not just a KOL, but more like "the King of Solana Meme."
However, ANSEM is not a token he issued.
ANSEM, fully named The Black Bull, is a community meme within the Solana ecosystem. It was neither issued by Ansem himself nor has any endorsement from Ansem; it even emphasizes in its introduction that the token has no official connection to Ansem.
However, in the meme market, "relationship" is not confirmed by official statements but is expressed by the community. The name ANSEM is there, and people naturally associate it with Ansem. As long as the community is willing to create content, memes, and spread around this name, ANSEM will automatically be categorized as related to Ansem's memes.
What's more clever is that ANSEM's setting is called The Black Bull. This name captures the emotions of meme players. The black bull does not correspond to a specific product but rather reflects the market impression Ansem has long given: bullish on Solana, daring to rush into memes, unafraid of volatility, like a black bull standing in the trenches on-chain.
ANSEM did not stop at just its name. The creator sent about 65% of the total supply of ANSEM to Ansem's public wallet, forcibly tying this coin to Ansem himself with on-chain holdings.
But the real reason for ANSEM's 190-fold surge in one day is that Ansem's tweet on X captured the most sensitive nerve of Solana Meme players - the PUMP airdrop had not yet arrived, so he would give some rewards to on-chain players.
Waiting for the PUMP airdrop, the market pinned its hopes on ANSEM
ANSEM truly began to attract major funds' attention after Ansem's statement regarding the creator fees of Pump.fun.
He stated on X, “I currently have no plans to issue personal tokens, but I will take the creator fees from my personal page on Pump.fun and randomly airdrop them to fans weekly.” It is reported that Ansem earned about 200,000 dollars from this part of creator fees just last week.
This statement precisely hit the emotional gap regarding the PUMP airdrop.
Pump.fun made a lot of money, PUMP has already been issued, but the airdrop that many early users expected has yet to come. Now Ansem says he wants to give back the income he got from Pump.fun to on-chain players, the market easily interpreted it as a simpler statement: What PUMP hasn't sent out, Ansem will send.
Thus, ANSEM was re-pushed to the forefront. It was no longer just a meme related to Ansem but became the most direct trading target for the sentiment of “Ansem giving back to on-chain players.”
More importantly, yesterday Ansem continued to interact on X regarding Solana Meme, Pump.fun, and market sentiment, further allowing this association to ferment.
The “feeling” of Meme is back, but don’t forget this is an emotional game
ANSEM was able to flood the internet yesterday primarily because it surged quickly and fiercely. It has been a long time since a Solana ecosystem meme coin was able to reach a market cap of over 100 million dollars in one day, and it has been a long time since such stories of “thousands of dollars turning into hundreds of thousands of dollars” have flooded the screen.
Of course, ANSEM’s rapid rise in a short time is also related to its chip structure. The creator sent about 65% of the total supply of ANSEM to Ansem's public wallet, effectively putting most of the chips into an address that the entire market is watching. Once the actual trading chips participating is reduced, as long as the buying pressure pours in, the price is easier to push up.
ANSEM captured the emotions following the unsuccessful PUMP airdrop and also marked the restlessness of Solana Meme players who have been waiting for a big market for a long time. ANSEM's current rise is more driven by emotion, consensus, and attention. Whether Ansem will continue to interact, whether the community heat can be maintained, and whether top wallets will sell are all uncertain factors. Especially with the actual circulating supply not high, it rises fast, but it can fall even faster.
As for how long this sentiment can last, it depends on whether the community can continue to tell the story and whether newcomers are willing to continue to pay for this narrative.
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