The Black Bull (ANSEM)

Dropping a little personal W here, hope nobody minds.

If you remember, one of my hot wallet got drained for $42k back in May.

I was left with $8,000 in my hot wallet, pushed everything else to cold storage, and made a deal with myself: I’m only trading with that remaining $8k. Fast forward and it’s already ~3x what I lost back then, or roughly ~16x off my original trading size.

My best play, no question, was $ANSEM, momentum plus volume was screaming, so I full-ported around ~$40–50M.

And if you’re reading this while you’re deep in the red: don’t tap out.

Tighten your game, refine the edge. There’s always another opportunities out there, and conviction is half the trade.

even if youre sidelined on $ansem there are a lot of factors we can learn from for the next one

it has a lot of good variables of good runners:

> a lot of noise on the timeline, in the space money follows attention, predict where it can go, buy into something before it gets to point xyz

> strong initial holders, see who was in early, ask yourself when you think they’d sell or tp

> understand profit taking “milestones”

• unlocking a new group of people
• large tier 1 listings
• holder count milestones
• simply time alive

> measure volume transacted per day, and see the trend of trading

> how “fresh” is the narrative? is it the start of a new meta or just a regurgitation of some bs from the past?

just because you don’t have a horse in the race doesn’t mean you cant get reps in