ANSEM has already reached 300M, the most outrageous thing is that it hasn't gone up. But until now, the market has not yet produced a true dragon. According to the normal meme script, once the dragon reaches this position, the demons should have started dancing around long ago Black Bull's younger brother, Black Bull's cousin, Black Bull wearing a hat, Black Bull flying a plane, Black Bull pursuing an MBA A bunch of duplicate disks came out to grab the position of 'Dragon 2'. But this time it's quite strange. ANSEM bloodsucks the entire game, with a plethora of spin offs, but the truly stable Dragon 2 has yet to appear. Why? I think there are only two core reasons. Firstly, the threshold for replicating the ANSEM model is too high. It is not a simple animal narrative. It's not that you draw a cow today, come up with an English name tomorrow, and have a few people shout twice the day after tomorrow to replicate it. The real strength of ANSEM lies in twisting several things together: Big KOLs stand in front of the stage. Qiang Zhuang is on the back tray. Social controversies are responsible for igniting. Chip structure creates imagination. Market divergence continues to supply it with oxygen. This is not an ordinary meme. This is more like an explicit reality show. Someone is performing in front of the stage, someone is pushing behind, and the audience is cursing while buying tickets. So later generations wanted to replicate ANSEM, and the difficulty was not in "making another cow". The difficulty lies in: Where can you find a big KOL who is willing to stand up and withstand the firepower? Where can you find an interest group with sufficient funds, patience, and control over the market? How can you make the market believe that this is not a three minute high imitation drama set? That's the problem. Many imitations only cover the skin. Name like. Image like. Slogans like. But without a soul. Just like someone watching 'The Godfather' and wearing a suit and sunglasses the next day, saying at the entrance of the community that they are also a family business. The problem is that the person standing behind you is not a family. It's property security. Secondly, the market is still in a stage of skepticism. Although ANSEM has already invested 300M, many funds are still not fully trusted. Everyone's current state is very similar to the group of people at the entrance of a lottery station: While saying 'this thing is too outrageous', secretly asking the boss' how to buy it in the next issue'. The market is not without interest. We haven't reached a consensus yet. Everyone knows that ANSEM is very strong, but we don't know if this mode can really spill over. Is it only ANSEM that can achieve it? Will the KOL brand control fundraising gameplay become a new template in the future? Should Dragon Two be an animal? Is it a person? Is it a slogan? Is it Anselm Ecology? Or is it some crazier front-end character? No one dares to slap the table now. So the funds are watching. It's not that I don't want to rush. I'm afraid I'll rush in and find out that what I bought isn't a pair of dragon shoes, but rather slippers by the side of a dragon's foot. That's also why a bunch of derivative stocks seem lively at present, but they haven't really been crowned. They have traffic. But lacking trust. Having emotions. But there is a lack of large funding endorsement. There is a name. But lacking the 'absurd rationality' that elevates the market together. The strongest point of ANSEM is here: It is obviously outrageous, but the market feels more and more that it is not unbelievable. This is the scariest part of meme. It doesn't need to convince everyone at the beginning. It just needs to make enough people start to doubt: What if it's true this time So I think there's no need to rush to find Long Er next. What really needs to be seen is whether there are new disks that satisfy three things at the same time: Strong KOL station front desk. Qiangzhuang is supporting from behind. The market is willing to argue around it. As long as one is missing, it is difficult to become a Dragon Two. No KOLs, no one is watching. Without a strong village, the plate cannot stand. Without controversy, it cannot spread. Only by combining these three elements can one be qualified to transition from a 'copycat' to a 'new narrative'. So what is the most reasonable state now? It's not mindless shouting 'Dragon Two'. It's not like rushing in to identify relatives as soon as you see derivative stocks. But rather acknowledging that the market is still searching for answers in a state of half belief and half doubt. 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 is not to pretend to understand. It is to maintain the mental state that players on the chain should have: Trust me, bro. Suddenly discovered that there is a TMB on the chain with the highest market value reaching nearly 8m. Do I trust me, bro?