Author: Curry, Deep Tide TechFlow

Image source: Layergg@layerggofficial

The crypto bear market does not mean there are no opportunities.

In the past week, the meme coin market in the Solana ecosystem has seen a significant narrative-driven rally.

Tokens associated with well-known trader Ansem (@blknoiz06), $ANSEM (The Black Bull), recorded an increase of nearly 19,878% in just 7 days, with prices rapidly climbing from a very low point to an all-time high of $0.121.

Around June 29, the token experienced several rounds of rapid price increases, with evident speculative enthusiasm across the market.

This level of increase is not common in the current meme coin environment. According to publicly available market data, $ANSEM's performance over the past 7 days far exceeded that of most Solana meme coins during the same period, attracting a massive influx of short-term capital. In terms of trading volume, the token's 24-hour trading volume reached tens of millions of dollars during several timeframes, and liquidity improved rapidly.

Among these, Ansem's public statements were a significant catalyst driving this rally.

On or around June 27, he announced on his social media account that he would airdrop $Ansem tokens to the community. After the announcement, market sentiment quickly heated up, with related discussions rapidly spreading across crypto social media platforms, leading to simultaneous increases in token price and trading activity.

A familiar scent, a long-lost routine, seemed particularly effective in the currently dry environment of the crypto market.

Is the airdrop a carnival for the few?

Ansem's core logic for this airdrop is: to redistribute the creator fees accumulated on the Pump.fun platform instead of keeping them for himself or for other uses. He explicitly stated in the announcement that he would randomly select participants each week for the airdrop.

The participation rules for the airdrop are relatively simple and social-oriented. Users need to retweet the related announcement tweet, follow Ansem on Pump.fun's personal page (ansemconzimp), and attach their Pump.fun address in the comments.

He will then randomly select winners each week for distribution. This mechanism differs from the traditional project-based airdrop models based on holdings or on-chain activities, placing greater emphasis on community participation and randomness, but also leaning more towards a black box approach.

According to on-chain data tracking, as of June 29, Ansem has cumulatively distributed approximately 67.38 million $ANSEM tokens through multiple airdrop rounds, involving 704 wallets, with a total value ranging from $7 million to $9 million (dependent on the price at each distribution round).

Among these, the largest single airdrop reached 10 million tokens, accounting for about 1% of the total supply, with a value that once exceeded $1 million (calculated based on then-current valuation).

According to data from Dune Analytics and LayerGG, the current distribution of public airdrops exhibits certain concentrated characteristics:

7 wallets received values exceeding $100,000, 58 wallets fell within the $10,000 to $100,000 range, 318 wallets received $1,000 to $10,000, with the remaining wallets containing smaller amounts.

Some of the large receiving addresses have shown varying degrees of selling behavior after receiving the airdrop, while the overall market has maintained high trading activity under the stimulus of the airdrop news.

Based on the total airdrop volume and number of wallets, 7 wallets accounted for about 75% of the total airdrop amount of $ANSEM. Some community members have posted that this resembles money laundering, suggesting that any sales from the front-row 7 wallets are likely either directly related to Ansem or collaborative.

However, regardless of anything, Ansem himself mentioned in later posts that he would continue to airdrop as the market cap increases, aiming to raise the number of $ANSEM holders from the current approximately 25,000 to 1 million.

This further reinforced market expectations for continued airdrops, stimulating trading volume for the token.

A Small-Scale Celebrity Pump Season

The case of $ANSEM is essentially a meme coin rally driven directly by high-influence individuals. Ansem quickly converted attention into liquidity through public associations and airdrop commitments.

It is indeed an old routine, but nonetheless, the crypto market in June has seen a small-scale celebrity pump season.

For instance, last week, BitMEX co-founder Arthur Hayes' family office Maelstrom also released an in-depth research report on Collector Crypt ($CARDS) and set a target price of $4 for this summer.

After the news was released, $CARDS saw a significant increase.

And yesterday, Arthur Hayes himself provided another more representative example.

Hayes expressed his optimism about the Hyperliquid ecosystem, but he believes the main token HYPE lacks sufficient asymmetrical opportunities, as the market has been paying attention to HYPE for a long time, and thus needs to turn to other tokens within its ecosystem.

In the Hyperliquid ecosystem, $SYN is a project supporting Hypercall's options DEX, which is expected to become a challenger to centralized giant Deribit. This endorsement has also been interpreted by some KOLs as Hayes possibly having purchased approximately $2.2 million of $SYN through OTC.

According to on-chain data and market reactions, before and after Hayes' posts, $SYN rose by nearly 40% within 24 hours, and trading volume increased alongside this. Prior to this, $SYN had already recorded more than a 10-fold increase in June.

Ultimately, the current market is not doing well. There are no new narratives, no incremental capital, and no one knows where to go with the market stagnating. However, the more it is like this, the more you need to pay attention to these localized celebrity pump rallies... if you don't watch, there really is nothing left to see.

Moreover, do not underestimate these local opportunities. Before Hayes spoke, $SYN had already quietly increased tenfold; undoubtedly, there is a conspiracy here, but if you completely ignore it, you will clearly miss the few remaining opportunities.

In the past, we always glanced at the wallets of those who were shouting orders on-chain to see if they had moved, observed how concentrated the chips were at the front, and scrolled through social media to check if sentiment was just rising or had already peaked...

Now these old tactics can still be employed, and perhaps competitors have even decreased. Opportunities and traps in the crypto market are always in very close proximity, and regardless of anything, you need to still be present.

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