Ansem said stock indexes and the memory sector may have already reached a short-term peak, and he expects unusual volatility in early Q3 alongside weakness in U.S. equities. According to Odaily, he wrote on X that the crypto market, with a focus on Bitcoin and Solana, may have already priced in some risks and could show strength that diverges from broader macro trends.
He added that assets currently in focus may remain relatively strong, but said they are unlikely to rise independently during an overall market pullback.
On trading strategy, Ansem said high-leverage long positions near a bear-market bottom are the most dangerous liquidation zone. He said he prefers that spot holders avoid frequent trading and instead look for better opportunities to build positions in batches during a Q3 pullback.