0xJeff Profile picture
Aug 9, 2023 β€’ 10 tweets β€’ 4 min read β€’ Read on X
BASE Mainnet Starts Tomorrow - Projects will be Launching at Low Valuation

Here are the Top Projects on BASE that could Pump Massively

[βš οΈπ–π€π‘ππˆππ†: 𝐏𝐔𝐑𝐄 𝐔𝐍𝐀𝐃𝐔𝐋𝐓𝐄𝐑𝐀𝐓𝐄𝐃 𝐀𝐋𝐏𝐇𝐀 - 𝐃𝐄𝐆𝐄𝐍 𝐀𝐋𝐏𝐇𝐀] Image
1. @Baso_Finance

The First Solidly Fork on Base. For New Eco, Solidly Fork tend to attract TVL from Traditional DEXs due to its Flywheel

WL Launch is Coming in ~5 hrs
Valuation: $60k MCap at $600k FDV
Hardcap: 30 E
Allo: 3 E per Wallet

1/ Image
2. @B_OHMstrong

We all know (3,3) model itself without the ve doesn't work. But that doesn't mean it wouldn't pump hard

Public TGE today at 19:00 UTC
Presale of 30 E was filled in 7 mins
TGE will be on @BaseSwap_Fi

2/ Image
3. @BaseCasinoBot

First TG Crypto Casino on Base - Will come out with 6 games.

Fair Launch Today (Couldn't find the exact timing)

3/ Image
4. @aerodromefi

@VelodromeFi cousin on Base. 40% Supply will be Airdropped to veVELO lockers. There's currently no official announcements on wen TGE yet

Expecting "Soon"

5/ Image
5. @basetrade_xyz & @BMXonBase

Both Perp DEXs Launching on Base. Base Trade's Dapps Live on Testnets

Expecting the Launch to be "Soon"

6/ Image
Honorable Mentions to

β€’ @BaseSwap_Fi #1 TVL DEX on Base ($20M TVL) ➨ Tokens still trading at extremely low FDV/TVL

β€’ @perpboost First Aggregator & P2P Perps utilizing LSDs as Collateral ➨ Launched yesterday and has been performing very well

7/ Image
REMINDER TO DYOR BEFORE APEING

Thanks for reading till the end. Here's a πŸ₯”

Follow me @Defi0xJeff for more Alpha & Analysis.

Like/Retweet the first tweet below if you can:
Tagging Chads
@NekozTek
@defidami
@0xAlan_
@TraderKoz
@0xNoFacex0
@CoinGurruu
@crypto_linn
@0xSalazar
@matrixthesun
@VirtualKenji
@poopmandefi
@the_smart_ape
@CryptoGideon_
@Moomsxxx
@ChillTRD
@blocmatesdotcom
@0xTindorr
@CryptoShiro_
@2lambro
@Haylesdefi
@CryptoNikyous
Early Rounds tend to catch bids very fast - they either have limited WLs or it's FCFS with Small Max Cap

Best Play for People who aren't at their Desktop all day is to monitor the TGE timing and ape upon launch

If you can get in within the first 30-60 mins of the launch of… twitter.com/i/web/status/1…

β€’ β€’ β€’

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More from @0xJeff

Apr 24
Trying to catchup on Bittensor? Don't start with the whitepaper

Start with the subnets β€” where the real action is.

Here are Top 13 you should know:
Disclaimer: Going to be covering ones that I find interesting & relatively easy to understand in this thread

This is not an exhaustive list of subnet to invest in. I'll share my thoughts on this later in my next Bittensor substack article

Let's dig in ↓

0/15
Rayon Labs

@rayon_labs is the #1 team on Bittensor that runs 3 subnets that own >1/3rd of the entire $TAO Emissions

- SN64 Chutes
- SN56 Gradients
- SN19 Nineteen

Rayon is seen as the most professional, best at execution, building publicly with frequent comms / updates

1/15 Image
Read 18 tweets
Mar 3
AI Agent Landscape Feb'25

Covering the Top Market Leaders in each category ↓
Disclaimer: This is a simplified list that only includes top player(s) by Market Cap or by Relevancy. The list will change every month due to the volatility of the sector.

Many infra categories aren't included as I'll be mainly focusing on popular use cases in this list.

0/38
Distribution Network (Launchpad)

AI Agents need a strong distribution network to launch & showcase its use cases, and Launchpad offers the best distribution channel

3 major types of launchpad
- Generalized
- 3D Eco
- InvestmentDAO

1/38 Image
Read 41 tweets
Feb 16
Top 8 Cookie DeFAI Hackathon Projects Image
My thoughts on @cookiedotfun DeFAI Hackathon

I didn't realize until later that projects with tokens were disqualified (even though many were highlighted on the Cookie DeFAI Hackathon dashboard).

Still, there were so many high-quality teams building unique products.

1/13
As you may have seen from the winner list, all of them were brand-new projects.

I’ll go through the most interesting onesβ€”starting with those that got disqualified and working my way to the winners.

Let’s dive in ↓

2/13
Read 15 tweets
Feb 13
Top 9 Things You Should Watch for This Week Image
1. @arcdotfun Launchpad

Arc Forge, launchpad built on top of @MeteoraAG DLLM and @JupiterExchange goes live today (Feb 13) at 9am EST

@askjimmy_ai, trading agent ecosystem as first flagship launch

2. @virtuals_io Solana Launch

Virtuals successfully landed on Solana with @HeyTracyAI as the first Solana flagship agent offering Sports Commentary & Analytics product

Virgens awaiting further comms from the team on what's coming next

Read 11 tweets
Feb 4
AI Agents are bouncing back hard

Here’s a breakdown of the Top 6 strongest sectors leading the charge: Image
The market had a massive sell-off off the back of Trump's Tariff announcement with fear of trade wars with Mexico, Canada, China looming

The fear is now suspended for 30 days after last min negotiations between the two US neighbors

1/14
On top of this, Trump has signed an executive order to establish a U.S. sovereign wealth fund (potentially signaling the diversification of investment into Crypto)

David Sacks is set to host a press conf on Feb 4, detailing the administrations' stance on Crypto & AI

2/14
Read 16 tweets
Feb 1
The agent market has been bleeding for 3-4 weeks straight.

So.....What's next? 🧡 Image
Let's look at what has transpired in the past month

Total Market Cap went down from $21.5BN to $9.5BN, ~55.8% retracement across the board

Almost all of the agents retraced 20-90% during the last 30d making this the largest drawdown we've seen in the sector

1/15 Image
Solana & Base Total Agent Market Cap both declined at a similar rate of 58% since the start of Jan

The dominance gap between Solana & Base is getting smaller from $2.1BN to $900mn

The gap will continue to be shorter as @virtuals_io starts its expansion on Solana

2/15 Image
Read 17 tweets

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