ANSEM has already reached 300M, and the most outrageous thing isn't its rise.
It's that until now, the market hasn't produced a real Dragon Two.
According to the normal meme script, when Dragon One hits this position, there should have long been a frenzy down below:
Black Cow Brother, Black Cow Cousin, Black Cow with a Hat, Black Cow Flying a Plane, Black Cow Studying for an MBA…
A bunch of copycat rounds coming out to snatch the "Dragon Two" position.
But this time it's very strange.
ANSEM is sucking blood from the whole market, there are many derivative rounds, yet a real Dragon Two that can stand firm is still not appearing.
Why?
I think the core reasons are two.
First, the threshold for copying the ANSEM model is too high.
It's not a simple animal narrative.
It's not just about drawing a cow today, picking an English name tomorrow, and finding a few people to shout a couple of times the day after.
The real strength of ANSEM lies in combining several elements:
A major KOL stands on the stage.
A strong fund supports from the back.
Social controversies are responsible for igniting interest.
The chip structure creates imagination.
Ongoing market divergences provide it oxygen.
This is not an ordinary meme.
This feels more like a reality show with a clear script.
There are actors in front, pushers behind, and the audience is both criticizing and buying tickets.
So for latercomers wanting to copy ANSEM, the difficulty isn’t in "making another cow."
The difficulty lies in:
Where will you find a major KOL willing to step up and take fire?
Where will you find an interest group with enough funds, patience, and controlling ability?
How do you make the market believe this isn't just a three-minute hype imitation?
This is the problem.
Many imitative rounds only copied the surface.
The names look similar.
The images look similar.
The slogans look similar.
But there's no soul.
It's like someone watching "The Godfather," and the next day puts on a suit and sunglasses, claiming their family business.
The problem is the people standing behind you aren’t family.
It's property security.
Second, the market is still in a state of skepticism.
Although ANSEM has already reached 300M, a lot of funds haven't fully believed it yet.
Right now, people’s state is very much like a group in front of a lottery ticket booth:
While saying, "This is too outrageous," they're secretly asking the boss, "How do I buy the next issue?"
The market isn't lacking interest.
It's that consensus hasn't formed yet.
Everyone knows ANSEM is strong, but they don’t know if this model can spill over.
Is it that only ANSEM can succeed?
Or will KOL's clear fund control become a new template later on?
Should Dragon Two be an animal?
Is it a person?
Is it a slogan?
Is it the Ansem ecosystem?
Or is it some crazier front figure?
Right now, no one dares to slam the table.
So funding is on the sidelines.
It’s not that they don’t want to rush in.
It's that they’re afraid to rush in and find out that what they bought isn’t Dragon Two, but a slipper at the edge of Dragon One.
This is also why many derivative rounds look lively at the moment, but there’s still no real king being crowned.
They have traffic.
But they lack trust.
They have emotion.
But they lack backing from big funds.
They have names.
But they lack that “absurd rationality” that gets the market excited.
The strongest point of ANSEM lies here:
It’s clearly outrageous, yet the more the market looks at it, the more it feels like it’s not unbelievable.
This is the most terrifying aspect of memes.
It doesn’t need to convince everyone from the start.
It just needs to make enough people start to wonder:
“What if this time it’s real?”
So I think moving forward, there’s no need to hastily search for Dragon Two.
What we really need to watch for is if there’s a new round that simultaneously meets three conditions:
A strong KOL stands out front.
A strong fund supports from behind.
The market is willing to engage and discuss about it.
If any one of these is missing, it’s hard to become Dragon Two.
No KOL, no one is watching.
No strong fund, the round won't hold.
No controversy, it can’t spread.
Only when these three elements come together can it qualify to evolve from “copycat round” to “new narrative.”
So what is the most reasonable state right now?
It’s not mindlessly shouting Dragon Two.
Nor is it rushing into derivative rounds to claim kinship.
It’s admitting the market is still seeking answers in a state of half-belief.
ANSEM has already kicked the door open.
But the second person who can walk in hasn’t really appeared yet.
At this stage, the most important thing isn’t to pretend to understand.
It’s to maintain a bit of the mindset that on-chain players should have:
Trust me, bro.
Suddenly finding that on-chain there’s a $TMB with the highest market value that has surged to almost 8m, do I trust me, bro?
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