Good choice. One of the few picks I've added to since entry. Fundamentals trending up every day. One of the best teams building on Base - strong on both tech and partnerships. - Base App x Zora App integration now live - $350k Google Cloud grant secured - Joined the Google

Have you checked the connections of the top holder in $PREDI? 🙂

Thesis coming to light here (and hot steam continues) Despite market downturn $predi @PredictBase continues its strong upside - pre much @Polymarket of @baseapp with @jessepollak supporting and the @baseapp integration is quite huge - doxxed team formerly from AWS -

PredictBase volume is up 300%+ in the last 24 hours! And now is trending on BaseApp. 👀👀

Powell said fuck it jew mode

Tokenizing real world assets will be a $30 trillion industry by 2034 (BlackRock) I’ve only ever written about ONE project that's best positioned to be the bluechip of this narrative a quick, non AI slop thread on my highest conviction play rn:

seems people are discovering the Polymarkets of Base

Another very interesting point brought to my attention. We have the LPs putting in the ETH to scoop HEU supply, quite rare to see a 2:1, good look.

Think this slipped under the radar with the market being choppy, but it’s a big deal - mass-scale agent integration into the Base app, covering all major areas of crypto. Base app gives it a strong distribution platform. More usage → more revenue → token buybacks and burns.

Most people would want to buy the private round of a zk-L2 for encrypted agent-to-agent interoperability, with Circle’s smart contracts adapted to agentic commerce, backed by Amber Group, below $10M val but it’s a liquid token onchain so they need time to catch up

Actual Flywheel in case you didn’t notice..

Base is the place to be

$GIZA breaking out this one on @base lags a bit but when it moves it moves hard

$GIZA Tokenomics Report is out! It explains why $GIZA was created, how it's designed to function, and whether the first two months of data confirm its logic.

The path to 100m+ begins now: $T - ETH Foundation hard shilling - Arb founder hard shilling - Funds ripping 6fig+ clips - Incubated by Onchain labs (Arbitrum) - ARB x Robinhood - ARB hasn't had a cook in a long time - ETH Ripping - First decent coin launched on an L2 in a long

There’s your entry.

That was the dip. Alts should start increasing performance from now on. Unlike previous pumps in march or may, onchain alts have shown a lot of resilience and pockets of outperformance.

$HEU is soon to launch their sovereign ZK Layer-2 focused on high-frequency, instant, microtransactions onchain. What for? To enable agent-to-agent commerce and autonomous delegation (ie. one agent hiring another agent via payment confirmation). The smart contract later includes "Recibo", pioneered by @circle for encrypted tx’s, alongside ERC-3009 for gasless tx’s. This was first included in the Commerce Payment Protocol by Circle, Coinbase, and Shopify. And now it’s being leveraged by @heurist_ai for agentic autonomous commerce.

$FLOCK is another Base coin worth watching. Big, technical, pioneering project with a solid write-up below, including growth specs and tokenomics. Fundamentals are there and then some. Already on decent CEXs and has seen a big correction since launch. Ideally, at some stage,

run it back

we’re running it back

ETH whales are in

Market having its first dip. I’m using ETH as a reference to scale back into alts $ETH at 4h supertrend + 4h 50MA. Typically good moment to buy some alts here. Scaling down until 8h supertend at $3,460 1D supertrend at $3,285 are typically bigger dips

I don’t see @ethereum endorsing projects this often $T goes higher

Started building a position in $HEU | @heurist_ai last week. Was hoping for a dip to load more, but price is showing great strength, so might not get it.. Why $HEU? - $7M mcap low cap AI play on Base. - Solid fundamentals, great backers and partners. - Team shipping

onchain ETH / EVM plays starting to heat up

@game_for_one couple of other recent stuff happening behind scenes

Have mentioned this project before back in the AI run. Since then, they’ve done/seen a few big things: Multiple signals of support from Coinbase - Mentioned 2 times in a Coinbase Ventures article - Coinbase Dev account tweeted about them in relation to the x402 protocol Working

Been looking into @heurist_ai These guys aren't building another stupid x bot AI agent. They're getting all agents, apps, and models to actually talk to each other. Right now everyone is running GPT Claude, crypto bots in silos. Heurist is building the layer that connects

[ ZOOMER ] PANTERA BACKED ETHER MACHINE RAISES $1.5B FOR ETHEREUM COMPANY, TO USE $800M TO ACQUIRE ETHEREUM: PRESS RELEASE

$neiro is both a beta to $eth and $doge both are ripping bet placed

what if $ETH is here?

This is coming for alts

yo UK maybe you want to give a call to Germany to see how that turned out

$PUMP took the pre-market lows. But most importantly, it took the ICO price with a short-lived small deviation below. I personally like this setups and the fact that price rejected further downside. I’ve seen .4 as a gift and have added, although the bullish moment really comes when .5 is reclaimed again. My invalidation is either consistent ranging between .4 and .5 and failure to reclaim .5, or htf closing below ICO price. Quick reclaim of .5, and I add. Tbf it wasn’t great how price reacted after they put several millions on the chart. Market perceived it as forced. They should instead start buying back in a more structured way, proving that revenue coming in is going back into the chart. No need for announcement, just show structure and consistency. When even believers seek revenge and start shorting it, that’s when the real run starts. Maybe it’s more of a slow cook than I thought. Ironic, given the luck-seekers dopamine-chasing markets they’ve created.

NEAR Intents is the latest NEAR product to cross 1 million total swaps, $450 million total volume, with support for over 100 different native assets. What’s the big deal? Let’s break down how NEAR Intents is a game changer for liquidity and DeFi composability across all chains:

The technologies that @NEARProtocol is enabling could only be a dream some years ago and it’s still to many Assets such as ZEC natively as collateral, borrowing stablecoins like USDC or USDT in any other smart-contract chain Liquidity being fully unlocked. For any asset

Trading EVM onchain coins >>> trading SOL onchain coins bigger and especially much faster X’s on SOL, sure, but man, ETH / EVM onchain wins hit different some of you don’t even know that tokens can do a 2, 3, or 4x without having twenty seven -80% pullbacks in between, wow

new PvE runner on Arbitrum? it’s been a while on that chain, good bear market memories

I think Intents from @NEARProtocol may have product market fit.