Notes
《Base生态的5条主线》
近几天,傻哥和群友讨论,捋下Base生态的几条线:
1、 #virtual 的盘子:acp、盘子的核心节点
acp是 #virtual 搞的标准,类似mcp
mcp在solana上大量的项目实践,结果 $dark 这个龙头公开说此路不通
acp的基本面上看,我倾向于也是走起来困难的、但在 #virtual 的整个盘子里看
是一个重要的题材
相当于是在赌 #virtual 的盘子进一步繁荣,至少是局部的繁荣
virtual上目前这应该是最大的题材了,大概率会炒作一波,有财富效应,然后凋零
acp核心就 #Aixvc 自己的三个项目:
$swarm (ai数据流), $mamo (AI余额宝)和 $brain (ai抓交易信号)
virtual盘子的核心节点是: $vader , 还有virtual 本身, $aiXvc 板块
#aiXvc 板块而是其中一个产品 Axelrod 的代币 $axr
但 #aixvc 板块的产品不止Axelrod一个
目前好多产品在赛马
2、 和coinbase的强结合,尤其和wallet的整合
或者外延一点,所有蹭上coinbase体系的项目
wallet就是 $mamo 理财, $byte 送外卖, $bnkr (defai+推特发币);
其实, $giza/ $mamo / $aaa 其实做的事情差不多
区别是前两者有官方背景。
3、围绕着 facaster这个超级发射培养皿,出现的新东西
还有一条线,就是围绕着 facaster这个超级发射培养皿,目前新东西是 $noice 。还有被刺激的 $qr
$noice 要起来,得先要在打赏份额上超过 $degen ,或者有这个趋势
$qr 似乎是base生态的nasdaq大屏,随着生态水涨船高,或者凋零
4、 $Bid 新台子搞出的新项目
$Aion 是龙头,然后是 $dking
$Bid 进出摩擦比virtual小吧
#Virtual 曲线陡峭,摩擦大
对新人不友好
$bid 看起来似乎是有潜力的
因为平台上已经好几个10几m的币了
$bid 是平台上估值最高的币的5-10倍都是合理的
believe生态就是这样
但现在在短期高位,先观察
5、还有第5块是类似 $Kta 这样的强庄项目
也有一些溢出效应,溢出到 $tig 、 $aaa
傻哥这块还没看完,先不展开
最后感谢 @0x_CryptoAu 和 @AdleyWang,没有他们的协助,傻哥难以对Base生态有这样的理解。
越来越多开始关注到了应用层而不是虚无层。
useless主要靠的是社区,而大多数的社区只有赚钱或者深套才能走到一起,而且还要有“领头人”。
而 @virtuals_io 上大多数的项目,都是真正在做“应用”的。
还记得一月份 @jessepollak 点外卖的币吗, $BYTE 。
你总能在 @virtuals_io 看到“卖服务”的,毕竟大多数项目方的币都在质押,整体市值都看兄弟们buy/sell的tax来养活。
这里有everything会发生,对吧,而且v子社区会吸base,但是base不会吸v子😂 。
Buy hold and RETIRE with:
$PEANUT
$MUNCHY
$BEBE
$XRP $DOGE
$WEN
$BWEN
$POPCAT
$KENDU
$COK
$TON
$REDO
$WOJAK
$NEIRO
$SHIB
$ASTRA
$SUN
$WOJAK
$VOLT
$PJ
$TON
$DUCKY
$SHIB
$ZYZZ
$FEG
$TSUKA
$WOLT
$BYTE
$GME
$CROC
$PEPE
$SOL
OR $____. 🤔👇
$PEANUT
+19.12%
$MUNCHY +10.31%
$BEBE -26.63%
$XRP +7.67%
$DOGE +3.17%
$WEN +4.72%
$BWEN -5.9%
$POPCAT +5.57%
$KENDU -10.4%
$COK +4.38%
$TON +1.81%
$REDO -6.44%
$WOJAK +9.49%
$NEIRO +5.25%
$SHIB +2.6%
$ASTRA -8.26%
$SUN -0.72%
$VOLT +1.13%
$PJ +3.3%
$DUCKY -13.5%
$ZYZZ $FEG +19.96%
$TSUKA $WOLT +6.96%
$BYTE +28.05%
$GME +4.76%
$CROC $PEPE +2.81%
$SOL +3.24%
Buy and hold:
$ASTRA
$KENDU
$COK
$BABA
$NEIRO
$POPCAT
$STACY
$CATE
$DOGE
$GRINGO
$PJ
$BONKEY
$JAWN
$WOJAK
$MEW
$MICHI
$MOG
$BILLY
$BRETT
$BEBE
$CUMALA
$BYTE
$MICHI
$MINI
Or $____.
Buy hold retire with:
$ASTRA
$KENDU
$POX
$KINGT
$MBC
$COK
$TON
$REDO
$WOJAK
$SHIB
$ASTRA
$BEBE
$TRX
$FRED
$SUN
$WOJAK
$VOLT
$PJ
$NEIRO
$TON
$DUCKY
$SHIB
$ZYZZ
$FEG
$BYTE
$GME
$CROC
$PEPE
$INJ
$ATOM
$SOL
$DOGE
OR $____. 🤔👇
$ASTRA
-8.26%
$KENDU -10.4%
$POX +3.95%
$KINGT $MBC -25.37%
$COK +4.38%
$TON +1.81%
$REDO -6.44%
$WOJAK +9.49%
$SHIB +2.6%
$BEBE -26.63%
$TRX +2.28%
$FRED -10.51%
$SUN -0.72%
$VOLT +1.13%
$PJ +3.3%
$NEIRO +5.25%
$DUCKY -13.5%
$ZYZZ $FEG +19.96%
$BYTE +28.05%
$GME +4.76%
$CROC $PEPE +2.81%
$INJ +6.25%
$ATOM +5.13%
$SOL +3.24%
$DOGE +3.17%
Buy and hold forever:
$KENDU
$COK
$TON
$REDO
$WOJAK
$NEIRO
$SHIB
$ASTRA
$BEBE
$TRX
$FRED
$SUN
$WOJAK
$VOLT
$PJ
$TON
$DUCKY
$SHIB
$ZYZZ
$FEG
$BYTE
$GME
$CROC
$PEPE
$INJ
$ATOM
$SOL
$DOGE
OR $___. 🤔👇
Milionarie with:
$OKANE
$CHIB
$KENDU
$COK
$TON
$REDO
$WOJAK
$NEIRO
$SHIB
$ASTRA
$BEBE
$TRX
$FRED
$SUN
$WOJAK
$VOLT
$PJ
$TON
$DUCKY
$SHIB
$ZYZZ
$FEG
$BYTE
$GME
$CROC
$PEPE
$INJ
$ATOM
$SOL
$DOGE
OR $____. 🤔👇
$OKANE
-2.55%
$CHIB +13.01%
$KENDU -10.4%
$COK +4.38%
$TON +1.81%
$REDO -6.44%
$WOJAK +9.49%
$NEIRO +5.25%
$SHIB +2.6%
$ASTRA -8.26%
$BEBE -26.63%
$TRX +2.28%
$FRED -10.51%
$SUN -0.72%
$VOLT +1.13%
$PJ +3.3%
$DUCKY -13.5%
$ZYZZ $FEG +19.96%
$BYTE +28.05%
$GME +4.76%
$CROC $PEPE +2.81%
$INJ +6.25%
$ATOM +5.13%
$SOL +3.24%
$DOGE +3.17%
🟢 $BYTE @ByteDogToken #ByteDogToken
1 MONTH +289.5%
Top Creators LUNARCRUSH 🔁👇🫂
Out of 223 creators,
@allthewinners
is the top creator with 47% of all interactions.
1️⃣
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Buy and hold forever:
$OKANE
$POPCAT
$WIF
$KENDU
$COK
$TON
$REDO
$WOJAK
$NEIRO
$SHIB
$ASTRA
$BEBE
$TRX
$FRED
$SUN
$WOJAK
$VOLT
$PJ
$TON
$DUCKY
$SHIB
$ZYZZ
$FEG
$BYTE
$GME
$CROC
$PEPE
$INJ
$ATOM
$SOL
$DOGE
OR $____. 🤔👇
$OKANE
-2.55%
$POPCAT +5.57%
$WIF +6.11%
$KENDU -10.4%
$COK +4.38%
$TON +1.81%
$REDO -6.44%
$WOJAK +9.49%
$NEIRO +5.25%
$SHIB +2.6%
$ASTRA -8.26%
$BEBE -26.63%
$TRX +2.28%
$FRED -10.51%
$SUN -0.72%
$VOLT +1.13%
$PJ +3.3%
$DUCKY -13.5%
$ZYZZ $FEG +19.96%
$BYTE +28.05%
$GME +4.76%
$CROC $PEPE +2.81%
$INJ +6.25%
$ATOM +5.13%
$SOL +3.24%
$DOGE +3.17%
Imagine waking up to find $10,000 in your wallet
Which memecoin would you buy?
$HANA
$BULL
$NEIRO
$BYTE
HANA
BULL
BYTE
NEIRO
Imagine waking up to find $10,000 in your wallet
Which memecoin would you buy?
$HANA
$BULL
$NEIRO
$BYTE
HANA
BULL
BYTE
NEIRO
Imagine waking up to find $10,000 in your wallet
Which memecoin would you buy?
$HANA
$BULL
$NEIRO
$BYTE
HANA
BULL
BYTE
NEIRO
🤔🤔👇👇
Imagine waking up to find $10,000 in your wallet
Which memecoin would you buy?
$HANA
$BULL
$NEIRO
$BYTE
HANA
BULL
BYTE
NEIRO
Become a milionarie with:
$ASTRA
$KENDU
$COK
$MARS
#CATALORIAN
$TON
$REDO
$WOJAK
$NEIRO
$SHIB
$ASTRA
$BEBE
$TRX
$FRED
$SUN
$WOJAK
$VOLT
$PJ
$TON
$DUCKY
$SHIB
$ZYZZ
$FEG
$BYTE
$GME
$CROC
$PEPE
$INJ
$ATOM
$SOL
$DOGE
OR $____. 🤔👇
Top 10 memes to buy
1. $KENDU
2. $COK
3. $ROOST
4. $BYTE
5. #CATALORIAN
6. $MARS
7. $TYLER
8. $REDO
9. $HANA
10. $BULL
And add $____.
💎💎☀️
Buy and hold forever:
$ASTRA
$KENDU
$COK
$MARS
#CATALORIAN
$TON
$REDO
$WOJAK
$NEIRO
$SHIB
$ASTRA
$BEBE
$TRX
$FRED
$SUN
$WOJAK
$VOLT
$PJ
$TON
$DUCKY
$SHIB
$ZYZZ
$FEG
$BYTE
$GME
$CROC
$PEPE
$INJ
$ATOM
$SOL
$DOGE
OR $____. 🤔👇
We are about to enter the full bull market ⚡⚡ my bags are filled 💪
$KENDU $NEIRO $ASTRA $DOGE $FLOKI $SHIB $COK $WOJAK $BYTE $MARS
My memecoin price prediction for 2025 ⚡🚀
#CATALORIAN +6510%
$KENDU +2700%
$BYTE +4100%
$VOLT 1240%
$DOGE +900%
$NEIRO +1100%
$ROOST +3500%
$WOJAK +2400%
$COK +7000%
$BULL +1090%
$FLOKI +1257%
$MICHI +1777%
$DADDY +1200%
$QUACK +3210%
Buy and hold:
$KENDU
$COK
$PJ
$COCO
$BABA
$NEIRO
$POPCAT
$STACY
$CATE
$DOGE
$GRINGO
$PJ
$BONKEY
$JAWN
$WOJAK
$MEW
$MICHI
$MOG
$BILLY
$BRETT
$BEBE
$CUMALA
$BYTE
$POPCAT
$MICHI
$MINI
Or $____.
Buy and retire with
$ASTRA
$REDO
$KENDU
$NEIRO
$POPCAT
$STACY
$COK
$CATE
$DOGE
$GRINGO
$PJ
$BONKEY
$JAWN
$WOJAK
$MEW
$MICHI
$MOG
$BILLY
$BRETT
$BEBE
$CUMALA
$BYTE
$KISHU
$GUALA
Or $____?
Buy hold retire with:
$ASTRA
$KENDU
$POX
$KINGT
$MBC
$COK
$TON
$REDO
$WOJAK
$SHIB
$ASTRA
$BEBE
$TRX
$FRED
$SUN
$WOJAK
$VOLT
$PJ
$NEIRO
$TON
$DUCKY
$SHIB
$ZYZZ
$FEG
$BYTE
$GME
$CROC
$PEPE
$INJ
$ATOM
$SOL
$DOGE
OR $____. 🤔👇
$ASTRA
-8.26%
$KENDU -10.4%
$POX +3.95%
$KINGT $MBC -25.37%
$COK +4.38%
$TON +1.81%
$REDO -6.44%
$WOJAK +9.49%
$SHIB +2.6%
$BEBE -26.63%
$TRX +2.28%
$FRED -10.51%
$SUN -0.72%
$VOLT +1.13%
$PJ +3.3%
$NEIRO +5.25%
$DUCKY -13.5%
$ZYZZ $FEG +19.96%
$BYTE +28.05%
$GME +4.76%
$CROC $PEPE +2.81%
$INJ +6.25%
$ATOM +5.13%
$SOL +3.24%
$DOGE +3.17%
Buy and hold forever:
$ASTRA
$KENDU
$COK
$TON
$REDO
$WOJAK
$NEIRO
$SHIB
$ASTRA
$BEBE
$TRX
$FRED
$SUN
$WOJAK
$VOLT
$PJ
$TON
$DUCKY
$SHIB
$ZYZZ
$FEG
$BYTE
$GME
$CROC
$PEPE
$INJ
$ATOM
$SOL
$DOGE
OR $____. 🤔👇
Buy and HODL:
$ASTRA
$COK
$ROOST
$BRETT
$SUNDOG
$GIGA
$PONKE
$NPC
$ELON
$WEN
$KENDU
$NEIRO
$PJ
$BULL
$TON
$REDO
$WOJAK
$NEIRO
$SHIB
$TRX
$SUN
$WOJAK
$VOLT
$PJ
$TON
$SHIB
$ZYZZ
$FEG
$BYTE
$GME
$CROC
$PEPE
$MICHI
$APU
$DOGS
$MAGA
$SOL
$DOGE
OR $____. 🤔👇
$ASTRA
-8.26%
$COK +4.38%
$ROOST $BRETT +7.83%
$SUNDOG +19.98%
$GIGA +6.9%
$PONKE +9.45%
$NPC +14.58%
$ELON +4.37%
$WEN +4.72%
$KENDU -10.4%
$NEIRO +5.25%
$PJ +3.3%
$BULL -5.7%
$TON +1.81%
$REDO -6.44%
$WOJAK +9.49%
$SHIB +2.6%
$TRX +2.28%
$SUN -0.72%
$VOLT +1.13%
$ZYZZ $FEG +19.96%
$BYTE +28.05%
$GME +4.76%
$CROC $PEPE +2.81%
$MICHI +13376.16%
$APU +14.61%
$DOGS +6.61%
$MAGA -38.59%
$SOL +3.24%
$DOGE +3.17%
🤔🤔🤔
$ASTRA
-8.26%
$COK +4.38%
$ROOST $BRETT +7.83%
$SUNDOG +19.98%
$GIGA +6.9%
$PONKE +9.45%
$NPC +14.58%
$ELON +4.37%
$WEN +4.72%
$KENDU -10.4%
$NEIRO +5.25%
$PJ +3.3%
$BULL -5.7%
$TON +1.81%
$REDO -6.44%
$WOJAK +9.49%
$SHIB +2.6%
$TRX +2.28%
$SUN -0.72%
$VOLT +1.13%
$ZYZZ $FEG +19.96%
$BYTE +28.05%
$GME +4.76%
$CROC $PEPE +2.81%
$MICHI +13376.16%
$APU +14.61%
$DOGS +6.61%
$MAGA -38.59%
$SOL +3.24%
$DOGE +3.17%
Buy and become a millionaire with:
$ASTRA
$COK
$ROOST
$BRETT
$SUNDOG
$GIGA
$PONKE
$NPC
$ELON
$WEN
$KENDU
$NEIRO
$PJ
$BULL
$TON
$REDO
$WOJAK
$NEIRO
$SHIB
$TRX
$SUN
$WOJAK
$VOLT
$PJ
$TON
$SHIB
$ZYZZ
$FEG
$BYTE
$GME
$CROC
$PEPE
$MICHI
$APU
$DOGS
$MAGA
$SOL
$DOGE
OR $____. 🤔👇
$ASTRA
-8.26%
$COK +4.38%
$ROOST $BRETT +7.83%
$SUNDOG +19.98%
$GIGA +6.9%
$PONKE +9.45%
$NPC +14.58%
$ELON +4.37%
$WEN +4.72%
$KENDU -10.4%
$NEIRO +5.25%
$PJ +3.3%
$BULL -5.7%
$TON +1.81%
$REDO -6.44%
$WOJAK +9.49%
$SHIB +2.6%
$TRX +2.28%
$SUN -0.72%
$VOLT +1.13%
$ZYZZ $FEG +19.96%
$BYTE +28.05%
$GME +4.76%
$CROC $PEPE +2.81%
$MICHI +13376.16%
$APU +14.61%
$DOGS +6.61%
$MAGA -38.59%
$SOL +3.24%
$DOGE +3.17%
Buy and become a millionaire:
$ASTRA
$PJ
$KENDU
$COK
$TON
$REDO
$WOJAK
$NEIRO
$SHIB
$ASTRA
$BEBE
$TRX
$FRED
$SUN
$WOJAK
$VOLT
$PJ
$TON
$DUCKY
$SHIB
$ZYZZ
$FEG
$BYTE
$GME
$CROC
$PEPE
$INJ
$ATOM
$SOL
$DOGE
OR $____. 🤔👇