Original | Odaily Planet Daily (@OdailyChina)
Author | Asher (@Asher_0210)
Recently, I’ve been focused on big opportunities in World Cup prediction markets, completely overlooking an even larger opportunity in the on-chain space. Yesterday, a long-awaited pump occurred in the Solana meme space—ANSEM. At midnight yesterday, ANSEM’s market cap was only around $4 million; less than a day later, it surged past $100 million and is now at approximately $970 million.
Stories of sudden wealth also went viral.
According to Lookonchain, a smart money address spent 56.4 SOL, approximately $4,050, to purchase 25.99 million ANSEM ten days ago. As ANSEM surged, the address sold all holdings yesterday, receiving 7,649 SOL—valued at around $539,000—yielding a return of over 135x.
Why did ANSEM suddenly surge? What is its actual connection to the well-known KOL Ansem? Can it boost other meme coins? Odaily Planet Daily will explain all of this below.
Does it matter whether ANSEM was sent by Ansem?
Yesterday's surge in ANSEM led many to wonder: Is this a coin issued by Ansem itself?
The answer is no.
Ansem, whose real name is Zion Thomas, is one of the most representative KOLs in the Solana meme community. During the previous meme surge, keywords such as WIF, Solana low-cap tokens, early pump-and-dumps, and on-chain bullish sentiment have been long associated with him. For many Solana enthusiasts, Ansem is not just a KOL—he’s 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 not issued by Ansem himself, nor is it endorsed by Ansem; in fact, the description explicitly emphasizes that this token has no official affiliation with Ansem.
However, in the Meme market, associations aren’t confirmed by official statements—they’re declared by the community. Simply having the name ANSEM out there naturally leads people to associate it with Ansem. As long as the community is willing to create content, memes, and spread awareness around this name, ANSEM will automatically be categorized as an Ansem-related Meme.
More cleverly, Ansem’s persona is called The Black Bull—a name that resonates deeply with meme traders. The Black Bull doesn’t represent a specific product, but rather Ansem’s longstanding market image: relentlessly bullish on Solana, bold in chasing memes, unafraid of volatility, like a black bull standing firm in the trenches of the blockchain.
ANSEM is more than just a name. The creators sent approximately 65% of the total ANSEM supply to Ansem’s public wallet, on-chainly linking the token directly to Ansem himself.
But what truly caused ANSEM to surge 190-fold in a single day was Ansem’s tweet on X, which struck a nerve with Solana meme coin traders—having waited in vain for the PUMP airdrop, he decided to deliver direct rewards to on-chain participants.
Unable to wait for the PUMP airdrop, the market places its sentiment on ANSEM.
ANSEM truly began to attract concentrated attention from large funds after Ansem's statement regarding Pump.fun creator fees.
He stated on X, “I currently have no plans to issue a personal token, but I will use the creator fees earned from my Pump.fun profile to randomly airdrop to fans each week.” It is reported that Ansem earned approximately $200,000 in creator fees from this source alone last week.
This perfectly hit the emotional gap in the PUMP airdrop.
Pump.fun has made a lot of money, and PUMP has been launched, but many early users are still waiting for their promised airdrop. Now, Ansem says he will return a portion of his earnings from Pump.fun to on-chain participants, and the market easily interprets this as a simpler statement: Ansem will distribute the PUMP airdrop that was never issued.
ANSEM has therefore been brought back into the spotlight. It is no longer just an Ansem-related meme, but has become the most direct trading vehicle for the sentiment of "Ansem rewarding on-chain players."
More importantly, yesterday Ansem continued to engage on X around Solana memes, Pump.fun, and market sentiment, further fueling this association.
The "feeling" of memes is back, but don't forget this is an emotional market.
ANSEM swept across the internet yesterday because its price surged so quickly and dramatically. It has been a long time since a Solana-based meme coin rose from zero to a market cap of over $100 million in a single day, and it’s been even longer since a “thousands to hundreds of thousands” on-chain wealth story went viral.
Of course, ANSEM's rapid price surge in a short time is also related to its token distribution. The creators sent approximately 65% of ANSEM's total supply to the Ansem public wallet, effectively placing the majority of tokens in an address closely monitored by the entire market. With fewer tokens actively circulating externally, concentrated buying pressure can more easily push the price upward.
ANSEM has absorbed the frustration from missed PUMP airdrops and the pent-up excitement of Solana meme coin traders who have been waiting too long for a big move. ANSEM’s current price rise is primarily driven by sentiment, consensus, and attention. Whether ANSEM will continue to engage, if community热度 can be sustained, and whether major holders will sell off—all remain uncertain. Especially given its relatively low circulating supply, it can rise quickly—and fall even faster.
How long this sentiment lasts depends on whether the community can keep telling the story—and on whether new entrants are willing to keep buying into it.