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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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…
ISM confirmed higher than expected.
The economy is expanding.
Institutions and smart money are buying.
Retail is fearful and expecting lower prices.
We are starting to enter a risk-on environment.
I smell an alt coin season 🏓🏓🏓
The economy is expanding.
Institutions and smart money are buying.
Retail is fearful and expecting lower prices.
We are starting to enter a risk-on environment.
I smell an alt coin season 🏓🏓🏓
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God commands up only.
For the first time since I started my crypto career, I’ve removed my portfolio from my browser. I can’t even look at it right now.
Right now, all the long-term conviction holders are wrekt. The whole industry looks like a straight scam. Everyone I shilled crypto to over the years is wrekt. The charts look like scams. Long-term holding feels dead. Short-term traders have won. This is the result of 5 brutal years of pain for altcoin believers.
Recently I mentioned one of my long-term holds in a group chat and got hit with pure toxic hate - like I insulted their bloodline or something. Everyone hates crypto right now, more importantly, everyone hates alt-coins and anyone who may have hope for alt-coin season.
And that’s exactly why I think the tides will turn. This disbelief rally is going to be insane. Most things that have turned to dust, but still have a vibrant community and actually solve real problems, will re-emerge as gold.
God has commanded this world for up only. His guidance is perfect. The path altcoins are walking right now is a just and necessary one - a path of moral excellence. Crypto as a payment system and asset class has way less blood on its hands than the current fiat system - that Epstein-influenced, black magic, infinite debasing, riba and usury-filled, pedophilic mess the world is trapped under.
This altcoin path we’ve taken has been the most brutal experience many of us still standing have ever endured… but I believe God is just and good. He will reward the believers - both in this life and the next.
BasedOG
For the first time since I started my crypto career, I’ve removed my portfolio from my browser. I can’t even look at it right now.
Right now, all the long-term conviction holders are wrekt. The whole industry looks like a straight scam. Everyone I shilled crypto to over the years is wrekt. The charts look like scams. Long-term holding feels dead. Short-term traders have won. This is the result of 5 brutal years of pain for altcoin believers.
Recently I mentioned one of my long-term holds in a group chat and got hit with pure toxic hate - like I insulted their bloodline or something. Everyone hates crypto right now, more importantly, everyone hates alt-coins and anyone who may have hope for alt-coin season.
And that’s exactly why I think the tides will turn. This disbelief rally is going to be insane. Most things that have turned to dust, but still have a vibrant community and actually solve real problems, will re-emerge as gold.
God has commanded this world for up only. His guidance is perfect. The path altcoins are walking right now is a just and necessary one - a path of moral excellence. Crypto as a payment system and asset class has way less blood on its hands than the current fiat system - that Epstein-influenced, black magic, infinite debasing, riba and usury-filled, pedophilic mess the world is trapped under.
This altcoin path we’ve taken has been the most brutal experience many of us still standing have ever endured… but I believe God is just and good. He will reward the believers - both in this life and the next.
BasedOG
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I would like a Natively Decentralized StableCoin that is OIP (Ownerless, Immutable, Permissionless).
I call her, PDAI✅
I call her, PDAI
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No man is free who is a slave to his passions.
Unchecked emotions are a disease of the soul. They enslave a person, cloud judgment, and quietly destroy long-term wealth. True strength, wisdom, and clarity come only from mastering them.
In investing, this truth is absolute.
We’ve just survived one of the harshest environments for altcoins in history - a multi-year bear market more brutal than the Great Depression for most projects. Prices stagnated, bled, or went nowhere for years.
The only consistent winners were short-term traders playing the attention game. Look at the top KOLs and shillers since 2023: the vast majority ran pump-and-dump cycles. Cooked narratives. Hype rotated, liquidity churned, and bags were dumped on to unfortunate victims. This period was not the euphoric alt coin season everyone tried to front run, it was a brutal fakeout and price manipulation of the whole industry.
Long-term conviction got crushed.
No one truly believes in altcoins anymore - and honestly, it’s understandable. Five brutal years will break even the strongest souls. We now look at coins on a daily, weekly and perhaps monthly for the elite traders (not investors as 99% of retail alt coin investors have capitulated).
The people who made real money weren’t necessarily smarter than you. Many simply had better information, used you as exit liquidity, rotated aggressively, and gaslit holders about their previous calls.
But when you study the true previous cycle winners (2017 and 2021) - the ones who built lasting wealth - they all shared one trait: superior emotional control. They refused to let fear, boredom, FOMO, self-doubt or despair dictate their decisions. They understood that emotions are what kill conviction in assets capable of creating generational wealth… even if you have to wait five years.
We haven’t seen that broad wave of winners yet in this cycle (which in my belief has extended from 2025 to 2027). A few cherry-picked tokens pumped, but most new participants didn’t experience what past cycles delivered: the vast majority of coins getting massively repriced higher.
That moment is approaching.
The macro is shifting. On-chain data, capital flows, and broader market conditions are clearly improving. We’re standing at the doorstep of a massive repricing of the entire altcoin sector - not just a handful of memecoins or AI tech larps pushed by blind emotional speculation recycling the same liquidity.
This won’t be another short-term rotation. It will be a broad rise in global crypto market cap, fueled by external capital inflows. Even narratives and coins that looked completely dead for years will move.
Desires make slaves out of kings, and patience makes kings out of slaves. In this most volatile and speculative arena, the patient value investor will have his name etched into the history books of this industry.
BasedOG
Unchecked emotions are a disease of the soul. They enslave a person, cloud judgment, and quietly destroy long-term wealth. True strength, wisdom, and clarity come only from mastering them.
In investing, this truth is absolute.
We’ve just survived one of the harshest environments for altcoins in history - a multi-year bear market more brutal than the Great Depression for most projects. Prices stagnated, bled, or went nowhere for years.
The only consistent winners were short-term traders playing the attention game. Look at the top KOLs and shillers since 2023: the vast majority ran pump-and-dump cycles. Cooked narratives. Hype rotated, liquidity churned, and bags were dumped on to unfortunate victims. This period was not the euphoric alt coin season everyone tried to front run, it was a brutal fakeout and price manipulation of the whole industry.
Long-term conviction got crushed.
No one truly believes in altcoins anymore - and honestly, it’s understandable. Five brutal years will break even the strongest souls. We now look at coins on a daily, weekly and perhaps monthly for the elite traders (not investors as 99% of retail alt coin investors have capitulated).
The people who made real money weren’t necessarily smarter than you. Many simply had better information, used you as exit liquidity, rotated aggressively, and gaslit holders about their previous calls.
But when you study the true previous cycle winners (2017 and 2021) - the ones who built lasting wealth - they all shared one trait: superior emotional control. They refused to let fear, boredom, FOMO, self-doubt or despair dictate their decisions. They understood that emotions are what kill conviction in assets capable of creating generational wealth… even if you have to wait five years.
We haven’t seen that broad wave of winners yet in this cycle (which in my belief has extended from 2025 to 2027). A few cherry-picked tokens pumped, but most new participants didn’t experience what past cycles delivered: the vast majority of coins getting massively repriced higher.
That moment is approaching.
The macro is shifting. On-chain data, capital flows, and broader market conditions are clearly improving. We’re standing at the doorstep of a massive repricing of the entire altcoin sector - not just a handful of memecoins or AI tech larps pushed by blind emotional speculation recycling the same liquidity.
This won’t be another short-term rotation. It will be a broad rise in global crypto market cap, fueled by external capital inflows. Even narratives and coins that looked completely dead for years will move.
Desires make slaves out of kings, and patience makes kings out of slaves. In this most volatile and speculative arena, the patient value investor will have his name etched into the history books of this industry.
BasedOG
❤4🔥3🥰1🏆1
Crypto is getting hammered - especially Bitcoin.
Fear is high and retail sentiment is turning bearish fast.
But the real signal isn’t in BTC’s price alone. It’s in the ETH/BTC ratio, which is quietly turning higher.
I’ve shared this chart many times: the 5-year altcoin bear market and extreme Bitcoin dominance have crushed everything else. That dynamic is now showing signs of exhaustion.
While the crowd expects BTC to keep falling and alts to go even lower, multiple confirmations suggest we’re past the bottom:
• ETH/BTC breaking higher
• "Others/BTC" (Alts outside the top 10 vs Bitcoin) forming a higher low
• BTC dominance rolling over in the Complacency phase of the market cycle
On top of that, traditional markets are flashing green. The latest US ISM Manufacturing PMI came in at 54.0 (beat expectations of 53.0, up from 52.7 prior) - another clear sign the economy is expanding, not collapsing.
Bitcoin dominance is sitting in complacency while capital quietly rotates into alts. This setup has played out before.
I remain very optimistic. The repricing of altcoins over the next 12–18 months could be one of the strongest opportunities we’ve seen. What we just lived through was effectively a black swan for the altcoin sector.
The old 4-year cycle thesis is dead. This cycle is different - and alts still haven’t had their euphoria phase.
Zero or Hero.
Fear is high and retail sentiment is turning bearish fast.
But the real signal isn’t in BTC’s price alone. It’s in the ETH/BTC ratio, which is quietly turning higher.
I’ve shared this chart many times: the 5-year altcoin bear market and extreme Bitcoin dominance have crushed everything else. That dynamic is now showing signs of exhaustion.
While the crowd expects BTC to keep falling and alts to go even lower, multiple confirmations suggest we’re past the bottom:
• ETH/BTC breaking higher
• "Others/BTC" (Alts outside the top 10 vs Bitcoin) forming a higher low
• BTC dominance rolling over in the Complacency phase of the market cycle
On top of that, traditional markets are flashing green. The latest US ISM Manufacturing PMI came in at 54.0 (beat expectations of 53.0, up from 52.7 prior) - another clear sign the economy is expanding, not collapsing.
Bitcoin dominance is sitting in complacency while capital quietly rotates into alts. This setup has played out before.
I remain very optimistic. The repricing of altcoins over the next 12–18 months could be one of the strongest opportunities we’ve seen. What we just lived through was effectively a black swan for the altcoin sector.
The old 4-year cycle thesis is dead. This cycle is different - and alts still haven’t had their euphoria phase.
Zero or Hero.
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