ChainCatcher 消息，Ansem 在 X 平台发文表示，将开启一轮围绕 PUMP 的交易跟踪，并计划从当前周期底部一路持有至市场顶部。Ansem 称，他首次布局 PUMP 时价格约为 0.001675 美元，目前将在 0.002544 美元附近更新交易进展，并计划持续跟踪至历史高点甚至更高位置。其投资逻辑主要包括：Pump.fun 是加密行业收入排名前三的平台之一，拥有约 20 亿美元现金储备；但由于市场对 Token 化模式存在偏见，目前流通市值约 10 亿美元，对应市盈率（P/E）低于 2.8 倍。
Ansem 认为，随着链上活动持续增长，尤其是移动端应用进一步普及，Pump.fun 将成为受益者。如果未来更多零售用户通过类似 Ansem 等平台参与新币发行，$PUMP 可能获得更大增长空间。他预测，PUMP 未来不到两年内有望进入加密资产市值前十行列。
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