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BasedOG
The bull market in crypto has begun - it's time to get optimistic and position for what's coming. Despite the recent heavy manipulation pushing BTC and ETH lower (with BTC dipping below $60K and ETH sub-$2K in the past week), this feels like classic shakeout…
I can confidently say this period was the bottom.
https://youtube.com/shorts/szdV3nTkkP0?si=PrnVJUjQuYjgPzZV
https://youtube.com/shorts/szdV3nTkkP0?si=PrnVJUjQuYjgPzZV
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Why crypto isn't cool any more | The Economist
Fans of cryptocurrencies are used to sharp crashes, but this one fe...
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Been DCA'ing into $LYX (LUKSO) the last few weeks.
Simple thesis: Alts look bottomed after a 5-year bear. The real alpha is in hidden gems that are actually building something fresh + unique. As a value investor in crypto, I'm front-running how the world looks in 12-18 months by positioning into speculative assets with stupidly asymmetric risk/reward.
LUKSO is the native identity + AI agent layer for creators and the autonomous economy.
Built by Fabian Vogelsteller (co-author of ERC-20, Ethereum OG) - the kind of founder who actually ships standards that get adopted.
The tech (native Universal Profiles + LSP standards on an EVM L1) finally delivers what Ethereum promised but never nailed for normal people: smooth, secure, programmable IDs that feel Web2-easy but own like Web3. One profile handles your socials, assets, permissions, everything. No more Wallet Connect pain.
Narrative is forming around creators/culture/fashion - but what really caught my eye is the AI agent integration.
Agents are already adopting Universal Profiles for real identity, ownership, and safe delegation. We just saw the birth of the first AI DAO on LUKSO (Agent Council) and agents like Emmet going live - minting profiles, collections, and interactions daily.
Both humans and AI now get proper on-chain ownership. Product-market fit is basically guaranteed as the autonomous economy expands. Very limited direct competition for this seamless stack.
Adoption is still early (tiny ~$18k DeFi TVL on DefiLlama - that's not the point here).
Focus is NFTs, social, and experiences. Tens of thousands of Universal Profiles already live and growing fast thanks to agents. Hackathons, mobile apps, and multichain LPs (ETH + Base) are rolling out.
Study Metcalfe's Law: market cap grows squared with users. Every new human or AI profile drives real LYX demand (gas + staking).
Valuation right now: ~$0.3 ( ~$12M FDV). For a Layer-1 with this founder, tech, and narrative alignment? Insanely asymmetric upside. Risks exist — it can go to zero - but even a fraction of its ambitions could deliver 50-100x. Weaker L1s have hit billions with far less. I see a realistic path to $1B+ MC by end of 2027 in a bull market where AI x on-chain creators explodes.
TLDR: No narrative or hype yet, but the founder + tech + AI + Universal Profile flywheel lines up perfectly with where crypto is heading. High-conviction small-cap bet if you're bullish on on-chain creators and autonomous agents.
Ecosystem leverage plays exist (Emmet, LUKSO Agent) but LYX is the core bet.
All the above is NFA. Make sure to DYOR. Never be a clown and blame another man for your investment decisions. This could go to 0 so manage risk accordingly.
Details:
https://www.coingecko.com/en/coins/lukso-token
CA: 0xc210b2cb65ed3484892167f5e05f7ab496ab0598
Price: $0.3
Market cap: Approx 12m
Simple thesis: Alts look bottomed after a 5-year bear. The real alpha is in hidden gems that are actually building something fresh + unique. As a value investor in crypto, I'm front-running how the world looks in 12-18 months by positioning into speculative assets with stupidly asymmetric risk/reward.
LUKSO is the native identity + AI agent layer for creators and the autonomous economy.
Built by Fabian Vogelsteller (co-author of ERC-20, Ethereum OG) - the kind of founder who actually ships standards that get adopted.
The tech (native Universal Profiles + LSP standards on an EVM L1) finally delivers what Ethereum promised but never nailed for normal people: smooth, secure, programmable IDs that feel Web2-easy but own like Web3. One profile handles your socials, assets, permissions, everything. No more Wallet Connect pain.
Narrative is forming around creators/culture/fashion - but what really caught my eye is the AI agent integration.
Agents are already adopting Universal Profiles for real identity, ownership, and safe delegation. We just saw the birth of the first AI DAO on LUKSO (Agent Council) and agents like Emmet going live - minting profiles, collections, and interactions daily.
Both humans and AI now get proper on-chain ownership. Product-market fit is basically guaranteed as the autonomous economy expands. Very limited direct competition for this seamless stack.
Adoption is still early (tiny ~$18k DeFi TVL on DefiLlama - that's not the point here).
Focus is NFTs, social, and experiences. Tens of thousands of Universal Profiles already live and growing fast thanks to agents. Hackathons, mobile apps, and multichain LPs (ETH + Base) are rolling out.
Study Metcalfe's Law: market cap grows squared with users. Every new human or AI profile drives real LYX demand (gas + staking).
Valuation right now: ~$0.3 ( ~$12M FDV). For a Layer-1 with this founder, tech, and narrative alignment? Insanely asymmetric upside. Risks exist — it can go to zero - but even a fraction of its ambitions could deliver 50-100x. Weaker L1s have hit billions with far less. I see a realistic path to $1B+ MC by end of 2027 in a bull market where AI x on-chain creators explodes.
TLDR: No narrative or hype yet, but the founder + tech + AI + Universal Profile flywheel lines up perfectly with where crypto is heading. High-conviction small-cap bet if you're bullish on on-chain creators and autonomous agents.
Ecosystem leverage plays exist (Emmet, LUKSO Agent) but LYX is the core bet.
All the above is NFA. Make sure to DYOR. Never be a clown and blame another man for your investment decisions. This could go to 0 so manage risk accordingly.
Details:
https://www.coingecko.com/en/coins/lukso-token
CA: 0xc210b2cb65ed3484892167f5e05f7ab496ab0598
Price: $0.3
Market cap: Approx 12m
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Forwarded from Walter Bloomberg
TALKS PROGRESS, STRIKES DELAYED
Trump: “The United States and Iran have had productive discussions over the past two days toward fully resolving hostilities in the Middle East. As talks continue this week, I’ve ordered a five-day pause on any military strikes against Iranian
(@WalterBloomberg)
Trump: “The United States and Iran have had productive discussions over the past two days toward fully resolving hostilities in the Middle East. As talks continue this week, I’ve ordered a five-day pause on any military strikes against Iranian
(@WalterBloomberg)
BasedOG
Prediction: War over next week and Eth is over 3k
Called it. Now need Eth 3k end of the month.
The simulation actors are getting predictable.
The simulation actors are getting predictable.
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BasedOG
Been DCA'ing into $LYX (LUKSO) the last few weeks. Simple thesis: Alts look bottomed after a 5-year bear. The real alpha is in hidden gems that are actually building something fresh + unique. As a value investor in crypto, I'm front-running how the world…
The $LYX/ETH pair is looking seriously bottomed - super juicy and coiled for upward momentum.
As I’ve been saying, altcoins have been stuck in a brutal 5-year bear market. ETH itself has been bleeding hard against both USD and BTC… and anything leveraged on ETH (most alts) has bled even harder. Just pull up any alt’s BTC or ETH chart and you’ll see the same painful picture.
However, these are exactly the moments when opportunity is at its absolute peak.
If you’ve got a token with:
• a strong, engaged community
• genuine unique edge (LUKSO's LSP standards + Universal Profiles are quietly becoming the gold standard for secure, interoperable AI agents - while most chains are still wrestling with basic key management)
• solid product-market fit
• an excellent team + clear vision
• a dirt-cheap price
• and a macro setup that’s quietly planting the seeds for the next risk-on wave…
…then you’re sitting in one of the highest-conviction setups you’ll see in this cycle.
Over the next few weeks I’ll be dropping more of my strongest conviction picks, complete with clean USD + ETH ratio charts. You’ll notice they all paint almost the exact same bottoming pattern on the ETH pair - that’s the ratio trade thesis in action.
For me personally, this is prime time to rotate some ETH into alts you truly believe in - especially if you’re short on fresh infinitely debased fiat. I’m still DCA’ing hard into $LYX and the best leverage plays inside that ecosystem (like $EMMET and $LUKSO Agent). I will write posts about these last 2 and explain why I’m excited for the upside potential it has.
Of course, nothing's guaranteed: alts can stay irrational longer than you can stay solvent – as we’ve seen the past 5 years for alt coins - so size accordingly.
As I’ve been saying, altcoins have been stuck in a brutal 5-year bear market. ETH itself has been bleeding hard against both USD and BTC… and anything leveraged on ETH (most alts) has bled even harder. Just pull up any alt’s BTC or ETH chart and you’ll see the same painful picture.
However, these are exactly the moments when opportunity is at its absolute peak.
If you’ve got a token with:
• a strong, engaged community
• genuine unique edge (LUKSO's LSP standards + Universal Profiles are quietly becoming the gold standard for secure, interoperable AI agents - while most chains are still wrestling with basic key management)
• solid product-market fit
• an excellent team + clear vision
• a dirt-cheap price
• and a macro setup that’s quietly planting the seeds for the next risk-on wave…
…then you’re sitting in one of the highest-conviction setups you’ll see in this cycle.
Over the next few weeks I’ll be dropping more of my strongest conviction picks, complete with clean USD + ETH ratio charts. You’ll notice they all paint almost the exact same bottoming pattern on the ETH pair - that’s the ratio trade thesis in action.
For me personally, this is prime time to rotate some ETH into alts you truly believe in - especially if you’re short on fresh infinitely debased fiat. I’m still DCA’ing hard into $LYX and the best leverage plays inside that ecosystem (like $EMMET and $LUKSO Agent). I will write posts about these last 2 and explain why I’m excited for the upside potential it has.
Of course, nothing's guaranteed: alts can stay irrational longer than you can stay solvent – as we’ve seen the past 5 years for alt coins - so size accordingly.
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