Market theses, Solana and memecoin discussions, with a trading-journal interview and his own creator-project thesis to read first.
Why read Ansem?
Ansem is useful for seeing how a trader turns observations into a market thesis. In his Cryptonews interview, he describes publishing ideas, positions and mistakes so he can revisit his thinking. His historical Solana discussion contrasts weak sentiment after FTX with the building activity he says he observed in the ecosystem.
The ANSEM Thesis gives you a different reading task: understanding a participant's proposal for his own brand and ventures. He describes Bullpen as his trading terminal and Market Bubble as his podcast, and connects them to a creator-token project. Read the journal interview for his stated process, then the thesis for the project interests behind his current pitch.
Start with the original
Selected work
Essay
The ANSEM Thesis
How does he connect a token project to his brand? Shared in his own post on 16 July 2026, the article describes his ventures, a community takeover and creator-network plans.
Interview
Ansem on Solana, altcoins, BONK and trading strategies — episode 290
Why write a trading journal in public? Begin with the journal passage before the Solana question. The transcript, last updated 19 December 2023, explains how he records ideas and revisits mistakes.
Projects & roles
Bullpen
A trading terminal he identifies as one of his ventures in The ANSEM Thesis.
Market Bubble
The podcast named in his own thesis and linked in his X bio.