Trader Ansem: Optimistic About NFT Form Experiments in This Cycle
Ansem stated that he is quite optimistic about the genuine recovery of NFTs in this cycle. Artistic NFTs may see another wave, but he is more focused on experiments surrounding the NFT form itself: agency, ownership, new issuance mechanisms, and the integration of NFTs with on-chain products.
He judges that the market is still in the early stages of a broader on-chain ecological rotation, so he expects creativity in this field to continue to emerge. The post did not include specific floor prices, transaction volumes, or project lists.
Ansem is known for his trading views in the Solana ecosystem and the rhythm of meme coins, and is also associated with products like Bullpen and MarketBubble. In June 2026, the community token ANSEM experienced extreme growth after he announced weekly airdrops of creator fees from Pump.fun, although he is not the official issuer of this token.
This time, he emphasized not the premium on profile pictures, but rather writing NFTs as containers that can be called by agents, priced by new issuance curves, and accessed by on-chain applications. The term "agency" shifts NFTs from mere display items to executable identities.
If the art sector heats up again, funds may first target high-visibility blue chips and new aesthetic series; experimental types will depend on whether the launch mechanisms and product linkages can retain fees, rather than narratives from the secondary market.
In market mechanics, what is sold is the old cycle's profile picture inventory, while what is bought is the new issuance curve and the rights to be called by agents. If funds rotate, they will shift from pure image warehouses to forms with fee switches and product entry; beneficiaries will be markets and applications that can change issuance and ownership rules, while those under pressure will be static collections relying solely on floor price narratives. Event-driven dynamics come from opinion leaders' tone-setting, rather than single-day transaction breakthroughs.
Source: Public Information
ABAB AI Insight
Ansem rewrites recovery from "pictures will still be expensive" to "containers will be reinvented." Agency, ownership, and issuance mechanisms are three facets of the same issue: who can hold, who can call, and what curve brings new supply to the market. The art boom provides liquidity performances, while experiments provide the next round of fee sources.
The capital path is an early position in on-chain rotation: first, attention on meme and launch pads, then seeking objects that can be solidified. If NFTs are only seen as images, they cannot compete with faster homogenized tokens; if seen as certificates of agency rights and product tickets, they can re-enter the fee table. His existing relationship with launch pad fees makes this tone-setting feel like finding the next chapter for his trading lineage.
Analogous objects include the transition from profile pictures to game items, as well as domain names and soul-bound tokens in 2021: form experiments have been announced multiple times, leaving a subset that can generate continuous fees. The industry phase is after the picture bubble, where agency and on-chain applications need identity containers, and rotation has yet to choose a standard.
Structural judgments belong to the reconstruction of the industrial chain. The mechanism is that homogenized tokens eat up speculative speed, while non-homogenized tokens must change to sell rights and entry; whoever first writes the issuance curve and agency calls as default modules will set the pricing for the next round of NFTs.
ABAB News · Cognitive Laws
Picture cycles sell at a premium, the next round sells calling rights.
In early rotation, first define the form, then set the floor price.
Only containers that can generate fees count as recovery.