Last week might have been the most eventful week on-chain. And everything began with the $ANSEM, which achieved a market cap of $100 million within 24 hours and an astonishing 600-fold increase in one day.

Ansem's Return, The Start of On-Chain

On June 9, crypto KOL Ansem claimed that he was returning for the first time in over a year to purchase Solana meme coins. Recently, he has repeatedly mentioned the pump.fun airdrop, interacting with tweets from pump.fun and suggesting that pump.fun distribute the airdrop now, even publicly mentioning it on the Market Bubble podcast:

If you were to operate pump.fun today, what would you do first? Ansem: Airdrop

Since June 21, he has been continuously mentioning the concept of "RTM (Return to meme, bringing meme coins back)."

However, at that time, no one anticipated the start of the market, let alone that it would begin in the form of a "celebrity coin" like $ANSEM. Initially, Ansem’s high popularity was mainly due to his role as a "meme justice person," leading the call for an airdrop to pump.fun despite the meme market having been in a prolonged slump, believing this could revive market liquidity.

It wasn't until Ansem stated on X that anyone who retweeted his tweet, followed him on pump.fun, and left a link to their personal page in the comments would have a chance of being randomly selected for a weekly lucky draw of airdropped creator income. This kind of "soft claim" ignited the emotions of on-chain players.

At the time, many on-chain players felt it was reminiscent of when OpenSea delayed issuing tokens, leading to OpenDAO($SOS) airdropping tokens to NFT players. Both had KOLs leading the movement, tapping into the long-standing discontent of players.

However, our expectation is that "it's difficult to say that Ansem truly wanted to return as a purely meme hero in the trenches. Ansem is no longer just a legendary meme coin player or a crypto KOL. One of his current identities is co-founder of the trading terminal Bullpen."

From Ansem later creating an airdrop claim page for $ANSEM on Bullpen, this expectation appears to be correct. When he stepped forward to claim, he likely already planned for this token to become the best advertisement for his trading platform.

Quick Narrative Switch Within a Week

After $ANSEM broke the $100 million market cap, the narrative quickly shifted from confronting pump.fun and issuing airdrops to "celebrity coins."

Here, "celebrity coins" refer to sending 60% or even more of the token, with crypto KOLs as the ticker, to the public addresses of celebrities, waiting for them to tweet to claim. Shortly after $ANSEM broke the $100 million mark, $TJR, which briefly approached a $30 million market cap, emerged and was seen as the second dragon.

However, TJR directly ended all possibilities of being the second dragon during a live broadcast that evening. He stated that diversion is a very bad thing and urged everyone to refocus on $ANSEM, striving to push $ANSEM's market cap to $1 billion.

This led to $TJR experiencing a long slump but also prevented more severe diversion, bringing attention and funds back to $ANSEM.

After this incident, the new listings for "celebrity coins" temporarily cooled down, and attention turned to the specific projects that Ansem endorsed. Stablecoin project Nest and Solana chain game Kintara, among others, saw gains during this phase.

Next, everyone focused on Ansem's public address. $manlet appeared in Ansem's tweet about his wallet, rapidly surging from a $3 million market cap to over $13 million, even briefly exceeding $25 million that evening.

Overall, the future trajectory of $TJR on Solana doesn't have a clear mainline, and $ANSEM hasn't seen much liquidity spillover into other narratives. Logically, the play of copying Ansem's holdings like $manlet should have been picked up by the market long ago, but Ansem's earlier tweets didn't stir up hype:

Since the new listings on Solana weren't taking off, it was time for BSC to take over.

Market Transition to BSC

Yesterday morning at 5 AM, a tweet from CZ dating back to 2021 was unearthed. This tweet resembles the "big black cow" image corresponding to $ANSEM; CZ said five years ago, "Everyone knows I am a bull, but you have never seen my ultimate form."

Thus, $CZ began to be hyped suddenly, nearly 200 times in one hour. Although everyone felt that CZ wouldn't personally engage like Ansem, tweeting and airdropping every day, this coin still rose. Eventually, it even withstood the drainage of its namesake and quickly adjusted after a surge (at one point dropping from around a $40 million market cap to below $6 million in just one hour), finally nearing a $90 million market cap.

More similar to $ANSEM on BSC is $TCC, because it provided tokens to @TCryptochicks and he frequently promoted this coin on X. The attention it garnered was largely due to CZ's multiple interactions with him on X, creating a sense that "this is CZ's approved BSC Ansem.":

The scenario of "ambushing celebrities" is also playing out on BSC. This morning, $dingaling, without being claimed, briefly reached a $5 million market cap due to FOMO. It then quickly fell, currently remaining under $300,000 market cap.

Currently, the sentiment on BSC is already better than on Solana, especially for first-tier players in new listings, with a faster pace on BSC and currently more opportunities than on Solana. As for how the markets on these two chains will develop remains uncertain, but we hope to see a new narrative that can carry the "celebrity coins."

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