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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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After 4 years researching altcoins, comparing crypto valuations to other industries, tracking tech developments, network effects and Metcalfe’s Law, human psychology, and risk-on cycles… You’d expect many coins to be trading much higher than they are right now.
In fact, you fud yourself out when you see opportunity as the market has priced them as dead. That’s exactly why there’s alpha everywhere. Right now, low prices mean you’re front-running the crowd.
Crypto is still beautifully inefficient — and the setup for so many alts have never looked this good.
In fact, you fud yourself out when you see opportunity as the market has priced them as dead. That’s exactly why there’s alpha everywhere. Right now, low prices mean you’re front-running the crowd.
Crypto is still beautifully inefficient — and the setup for so many alts have never looked this good.
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BasedOG
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…
New post on the LUKSO ecosystem.
TLDR: Today I’m extending that thesis with two high-conviction leverage plays on Base: $EMMET and $LUKSO (agent).
Right now, both tokens are still extremely cheap, sitting around $100k–120k market cap. The vibe feels very similar to catching $VIRTUAL (Virtuals Protocol) in its earliest days on Base - right before the whole AI agent token meta exploded. That parallel is exactly why the risk/reward looks so compelling to me.
Token details:
$EMMET (Base) — 0x14e18043a68530acb5306f603109f7dc91b09b07
$LUKSO Agent (Base) — 0x81040cfd2bb62062525d958ad01931988a590b07
Read the post here: https://x.com/TheRealBasedOG/status/2037617449756205070?s=20
TLDR: Today I’m extending that thesis with two high-conviction leverage plays on Base: $EMMET and $LUKSO (agent).
Right now, both tokens are still extremely cheap, sitting around $100k–120k market cap. The vibe feels very similar to catching $VIRTUAL (Virtuals Protocol) in its earliest days on Base - right before the whole AI agent token meta exploded. That parallel is exactly why the risk/reward looks so compelling to me.
Token details:
$EMMET (Base) — 0x14e18043a68530acb5306f603109f7dc91b09b07
$LUKSO Agent (Base) — 0x81040cfd2bb62062525d958ad01931988a590b07
Read the post here: https://x.com/TheRealBasedOG/status/2037617449756205070?s=20
X (formerly Twitter)
Based OG (@TheRealBasedOG) on X
As many of you know from my earlier posts, I’m extremely bullish on LUKSO ( $LYX ) and the entire ecosystem.
Today I’m extending that thesis with two high-conviction leverage plays on Base: $EMMET and $LUKSO (agent).
Right now, both tokens are still extremely…
Today I’m extending that thesis with two high-conviction leverage plays on Base: $EMMET and $LUKSO (agent).
Right now, both tokens are still extremely…
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New post on GFAL
Tldr:
Elite team + proven retention metrics + live product + strong backers + tiny valuation = classic unicorn setup for a 100-1000x in a sector ready for its moment. Web3 gaming has real long-term legs - and I’m proud to say $GFAL remains my strongest conviction bet on it delivering.
Token details:
dexscreener.com/bsc/0xb3db5f4f…
CA: 0x47c454cA6be2f6DEf6f32b638C80F91c9c3c5949
Market cap: FDV = 10 mil.
Show some love to the x
https://x.com/therealbasedog/status/2038329261044449566?s=46
Tldr:
Elite team + proven retention metrics + live product + strong backers + tiny valuation = classic unicorn setup for a 100-1000x in a sector ready for its moment. Web3 gaming has real long-term legs - and I’m proud to say $GFAL remains my strongest conviction bet on it delivering.
Token details:
dexscreener.com/bsc/0xb3db5f4f…
CA: 0x47c454cA6be2f6DEf6f32b638C80F91c9c3c5949
Market cap: FDV = 10 mil.
Show some love to the x
https://x.com/therealbasedog/status/2038329261044449566?s=46
DEX Screener
Realtime price charts and trading history on DEXes across Ethereum, BSC, Polygon, Avalanche, Fantom, Harmony, Cronos, Arbitrum, Optimism and more.
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We just survived a brutal 5-year alt-coin bear market in crypto.
Everyone was all-in on the classic 4-year cycle and that glorious alt season rotation. It never showed up. Alts got slaughtered, weak hands panic-sold everything, and now only the zero or hero generals remain - the ones ready to die with this industry.
The crowd consensus right now is: we go lower and there never will be an alt coin season.
This is textbook disbelief rally territory.
After the crash and the long drawn-out depression, price starts grinding higher… and literally nobody buys it. Every green candle gets called a dead cat bounce, fakeout, or ‘this rally will fail like the others.’ Bears move with confidence and complacency even as we climb the wall of worry on low conviction and low volume.
This is the stealth opening leg of the real bull - way before hope, FOMO, and euphoria hit.
Look at the setup right now:
- Manufacturing PMI just hit 52.4 – indicating economic expansion, new orders getting stronger, business confidence highest in over a year. Macro isn’t collapsing, but everyone’s still acting terrified. Remember, the best opportunity to buy alts last cycle was during COVID. See the pattern?
- Others/Gold ratio is completely wrecked at multi-year lows. Gold starting to range after its euphoric move as the safe haven play, while alts (Total3 which excludes BTC and ETH) can’t keep up. Looking at the chart should tell you this is opportunity.
- Others/BTC ratio is starting to tick up mainly due to the rising PMI and the US Fed printing. These are the early indicators leading us to the conclusion that we are on the right path.
- Alts/ETH ratio just as compressed. ETH holding $2k area and alts lagging hard. Nobody believes rotation is coming. Every alt coin compared to eth is at lows and floored
Put it together: improving macro + ratios at generational lows + quiet on-chain accumulation while X is full of bears and the world hates crypto = perfect disbelief phase.
The quiet pump is already creeping in. Soon dominance cracks, liquidity rotates into alts, and sentiment flips. Alts will start running while most people are still sidelined.
This is how real bull moves begin - when everyone hates it and only the believers are left holding bags.
What am I doing? I'm DCA'ing into my fav alt coins while scalping eth.
Zero or Hero, friends.
Everyone was all-in on the classic 4-year cycle and that glorious alt season rotation. It never showed up. Alts got slaughtered, weak hands panic-sold everything, and now only the zero or hero generals remain - the ones ready to die with this industry.
The crowd consensus right now is: we go lower and there never will be an alt coin season.
This is textbook disbelief rally territory.
After the crash and the long drawn-out depression, price starts grinding higher… and literally nobody buys it. Every green candle gets called a dead cat bounce, fakeout, or ‘this rally will fail like the others.’ Bears move with confidence and complacency even as we climb the wall of worry on low conviction and low volume.
This is the stealth opening leg of the real bull - way before hope, FOMO, and euphoria hit.
Look at the setup right now:
- Manufacturing PMI just hit 52.4 – indicating economic expansion, new orders getting stronger, business confidence highest in over a year. Macro isn’t collapsing, but everyone’s still acting terrified. Remember, the best opportunity to buy alts last cycle was during COVID. See the pattern?
- Others/Gold ratio is completely wrecked at multi-year lows. Gold starting to range after its euphoric move as the safe haven play, while alts (Total3 which excludes BTC and ETH) can’t keep up. Looking at the chart should tell you this is opportunity.
- Others/BTC ratio is starting to tick up mainly due to the rising PMI and the US Fed printing. These are the early indicators leading us to the conclusion that we are on the right path.
- Alts/ETH ratio just as compressed. ETH holding $2k area and alts lagging hard. Nobody believes rotation is coming. Every alt coin compared to eth is at lows and floored
Put it together: improving macro + ratios at generational lows + quiet on-chain accumulation while X is full of bears and the world hates crypto = perfect disbelief phase.
The quiet pump is already creeping in. Soon dominance cracks, liquidity rotates into alts, and sentiment flips. Alts will start running while most people are still sidelined.
This is how real bull moves begin - when everyone hates it and only the believers are left holding bags.
What am I doing? I'm DCA'ing into my fav alt coins while scalping eth.
Zero or Hero, friends.
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