A group of on-chain players who didn't watch the World Cup got rich on ANSEM.

Original | Odaily Planet Daily (@OdailyChina)

Author | Asher (@Asher 0210)_

Recently, I have been studying the big opportunities in the World Cup prediction market, completely overlooking the larger opportunities lurking in the corners of the chain. Yesterday, Solana Meme saw a long-awaited rapid rise — ANSEM. Early yesterday morning, ANSEM’s market cap was only about $4 million, and within less than a day, it broke $100 million, now sitting at around $97 million.

Stories of overnight riches also flooded social media.

According to Lookonchain monitoring, a smart money wallet spent 56.4 SOL about 10 days ago, buying 25.99 million ANSEM for roughly $4,050. As ANSEM surged, yesterday he sold all his holdings, receiving 7,649 SOL, worth approximately $539k, a gain of over 135x.

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

Does It Matter Whether ANSEM Was Launched by Ansem?

When ANSEM surged yesterday, many people’s first reaction 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. During the last Meme craze, keywords like WIF, Solana small-cap coins, early pumps, and on-chain bullish sentiment were long tied to him. For many Solana players, Ansem is not just a KOL but more like the “King of Solana Meme.”

But ANSEM is not a token issued by him.

ANSEM, full name The Black Bull, is a community Meme on the Solana ecosystem. It is neither issued by Ansem himself nor has any endorsement from Ansem. In fact, its description even emphasizes that the token has no official association with Ansem.

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

More cleverly, ANSEM is themed as The Black Bull. This name effectively captures the sentiment of Meme players. The Black Bull does not correspond to a specific product but to the market impression Ansem has always given: bullish on Solana, brave in Meme plays, unafraid of volatility, like a black bull standing in the trenches of the chain.

ANSEM did not stop at the name. The creator sent approximately 65% of the total ANSEM supply to Ansem’s public wallet, forcibly linking the token to Ansem himself through on-chain holdings.

But what truly caused ANSEM to surge 190x intraday was Ansem’s tweet on X, which struck the most sensitive nerve of Solana Meme players — the long-awaited PUMP airdrop had not arrived, so he decided to give back to on-chain players.

Waiting for the PUMP Airdrop, the Market Pinned Its Hopes on ANSEM

ANSEM began to attract concentrated attention from big money after Ansem’s statement about Pump.fun creator fees.

He stated on X, “I have no plans to launch a personal token for now, but I will take the creator fees earned from my Pump.fun profile and use them for weekly random airdrops to fans.” According to reports, Ansem earned approximately $200k from this creator fee portion alone last week.

This statement squarely hit the emotional gap left by the PUMP airdrop.

Pump.fun made a lot of money, and PUMP has been launched, but the airdrop many early users hoped for has not materialized. Now, Ansem says he will give back the income he earned from Pump.fun to on-chain players, and the market easily interprets it as a simpler message: What PUMP didn’t give, Ansem will give.

Thus, ANSEM was thrust back into the spotlight. It was no longer just an Ansem-related Meme, but became the most direct trading vehicle for the sentiment of “Ansem rewarding on-chain players.”

More importantly, yesterday Ansem continuously interacted on X regarding Solana Meme, Pump.fun, and market sentiment, further fueling this association.

The Meme “Feeling” Is Back, But Don’t Forget This Is a Sentiment-Driven Market

The reason ANSEM flooded the entire network yesterday is that it rose fast and fiercely. It has been a long time since a Solana ecosystem Meme coin went from rapid pump to a market cap of over $539k in a single day, and also a long time since stories of “thousands of dollars turning into hundreds of thousands” flooded social media.

Of course, ANSEM’s rapid rise in a short period is also related to its token distribution structure. The creator sent approximately 65% of the total ANSEM supply to Ansem’s public wallet, effectively placing most of the chips in an address watched by the entire market. With fewer tokens actually available for trading externally, as long as buying pressure concentrates, the price is more easily pushed up.

ANSEM caught the wave of disappointment from the missed PUMP airdrop and also captured the restlessness of Solana Meme players who hadn’t seen a major rally in a long time. The current rise of ANSEM is driven more by emotion, consensus, and attention. Whether Ansem will continue to interact, whether community heat can be sustained, and whether top addresses will sell are all uncertain factors. Especially when the actual circulating supply is low, the price can shoot up quickly, but it can also crash faster.

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