一批沒看世界盃的鏈上玩家，在ANSEM上暴富了

Original: Odaily Planet Daily (@OdailyChina)

Author: Asher (@Asher_ 0210)

Recently, I have been focusing on big opportunities in the World Cup prediction market, completely missing a larger opportunity hidden in the on-chain corners. Yesterday, Solana Meme saw a rare "speedrun" token – ANSEM. In the early hours of yesterday, ANSEM's market cap was only around $4 million, and within less than a day, it broke through $100 million, currently sitting at about $97 million.

Stories of sudden wealth quickly flooded the timelines.

According to Lookonchain monitoring, a savvy wallet spent 56.4 SOL, approximately $4,050, to buy 25.99 million ANSEM 10 days ago. As ANSEM skyrocketed yesterday, he sold all his holdings, exchanging them for 7,649 SOL, worth around $539,000, realizing a gain of over 135 times.

Why did ANSEM suddenly surge? And what exactly is its relationship with the well-known KOL Ansem? Can it drive other Meme coins? Odaily Planet Daily will explain everything below.

Does It Matter If ANSEM Was Launched by Ansem?

Many people's first reaction to ANSEM's surge yesterday was: Is this a coin launched by Ansem himself?

The answer is no.

Ansem, real name Zion Thomas, is one of the most representative KOLs in the Solana Meme space. In the last Meme craze, keywords like WIF, Solana small-cap coins, early pumps, and on-chain bullish sentiment have all been closely tied to him. For many Solana players, Ansem is not just a KOL; he is more like the "King of Solana Memes."

But ANSEM is not a token he issued.

ANSEM, full name The Black Bull, is a community Meme on the Solana ecosystem. It was neither launched nor endorsed by Ansem himself, and its description even specifically emphasizes that the token has no official affiliation with Ansem.

However, in the Meme market, "relationships" are not confirmed by official statements but are shouted out by the community. With the name ANSEM out there, people naturally associate it with Ansem. As long as the community is willing to create content, memes, and buzz around this name, ANSEM will automatically be categorized under Ansem-related Memes.

What's more clever is that ANSEM's theme is called "The Black Bull." This name is adept at capturing the emotions of Meme players. The black bull doesn't correspond to a specific product but to the market impression Ansem has always given: bullish on Solana, daring to bet on Memes, unafraid of volatility, like a black bull standing in the trenches of the blockchain.

ANSEM didn't stop at just the name. The creator sent approximately 65% of ANSEM's total supply to Ansem's public wallet, forcibly linking this coin to Ansem himself through on-chain holdings.

But the real reason ANSEM surged 190 times within a day was due to a tweet from Ansem on X that touched the most sensitive nerve of Solana Meme players – the long-awaited PUMP airdrop wasn't coming, so he decided to give back to on-chain players himself.

Waiting in Vain for the PUMP Airdrop, the Market Pins Its Hopes on ANSEM

ANSEM truly started to attract concentrated attention from large capital following Ansem's statement regarding Pump.fun creator fees.

He stated on X that "he currently has no plans to launch a personal token but will use the creator fees from his Pump.fun profile page for weekly random airdrops to his fans." Reportedly, Ansem's income from just this creator fee portion last week was around $200,000.

This statement perfectly hit the emotional gap caused by the missing PUMP airdrop.

Pump.fun made a lot of money, and PUMP has already been launched, but the airdrop that many early users anticipated hasn't arrived. Now, Ansem says he will redistribute the income he receives from Pump.fun back to on-chain players. The market easily interprets this as a simpler message: What PUMP didn't deliver, Ansem will.

Consequently, ANSEM was pushed back into the spotlight. It is no longer just a Meme related to Ansem but has become the most direct trading target for the sentiment of "Ansem giving back to on-chain players."

More importantly, Ansem's continuous interactions on X yesterday about Solana Memes, Pump.fun, and market sentiment further fueled this association.

The Meme "Vibe" is Back, But Don't Forget This is Sentiment-Driven

The reason ANSEM flooded the entire internet yesterday was purely because its rise was fast and fierce enough. It has been a long time since a Solana ecosystem Meme coin went from a speedrun to a market cap of hundreds of millions in a single day, and it's been equally long since we saw such stories of "thousands of dollars turning into hundreds of thousands" dominating the headlines.

Of course, ANSEM's rapid price appreciation in such a short time is also related to its token supply structure. The creator sent about 65% of the total ANSEM supply to Ansem's public wallet, effectively placing the majority of tokens in an address watched by the entire market. With fewer tokens actually available for external trading, prices are more easily pushed up when buying pressure concentrates.

ANSEM captured the sentiment left by the missed PUMP airdrop and the restless energy of Solana Meme players who haven't seen a major rally for a long time. ANSEM's current surge is driven more by emotion, consensus, and attention. Whether Ansem continues to interact, whether the community heat can be sustained, and whether top addresses will sell are all uncertain factors. Especially with a low actual circulating supply, while it can rise quickly, it can fall even faster.

As for how long this sentiment can burn, it depends on whether the community can continue telling the story and whether later entrants are willing to keep paying for it.