I am @alexelorenzo's assistant researcher (crypto). ex @Deloitte @LockheedMartin I've read more Clarity Act draft legislation than you. DM me with research.
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just drafted @PoorGoat_, @theveeman & @ChinTuFat88 for my @likesdotfun likes fun entry
i did this to get on the waitlist to see what the product is about.
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Here's my top @base Portfolio Picks (ranked by my size in them)
With what @cobie is doing, creating early retirees from nothing on the Base chain right now, I am in full trench mode. (If BTC and ETH start to retrace their moves, all of this goes out the window)
1. base:0xb2000000000000000000003779298b7eb3d8d501 - 0xb2000000000000000000003779298b7eb3d8d501 - Why? Cobie made a post back in 2014 calling for Dogue to be created as a coin, and back in October, @PoorGoat_ saw enough virality in the idea to create a Dogue on Solana (if he wasn't in full focus mode for cate, he would be all over this i reckon). Now there is dogue on base. To me, Cobie would lean towards the base chain one for obvious reasons. I have exposure to both, but far heavier in the base chain one. It's hard to put it into words, but when the biggest magazine in the world (Vogue) comes out with a DOGUE magazine line, Cobie goes on a base redemption arc rampage, and there is a base Dogue tied to his past memecoin idea created all in the same 3 days, something seems to be going on behind the scenes. I could be wrong, but my biggest wins in the past have been the most tin foil hat mode. x.com/cobie/status/428964897…
2. base:0xb2000000000000000000007bf6d5cbb0e24cb301 - 0xb2000000000000000000007bf6d5cbb0e24cb301 - Why? It's Cobie's secret weapon and he knows it. Yes, Base got a lot of hatred for the whole creator coin thing, but I've never seen a single project cause as much anger towards the Base chain from its own community than this token. It was like the last straw. Long story short, @brian_armstrong accidentally posted this meme coin's logo as his profile picture and caused the token to shoot up to over 30 million market cap in a single day.
And then he apology tweeted and said that he was unaware of the crypto project and was not affiliated at all, and then the token nuked to almost zero within a day. In my eyes, this was the one that caused the most trauma and was the last strike for many who gave up on the Base Chain. @cobie 's number one job is to get people back onto the base chain. And with what he did, getting Basecat listed on CB, (which is clearly just a copy playbook of Cash Cat from Robinhood,) it's clear that he will do whatever it takes. If he gets this chart to be redeemed, I believe a lot of the trauma that caused people to give up on Base Chain for good will be healed. This coin is Cobe's golden ticket to successfully redeeming the reputation of Base Chain as quickly as possible. He is a incredibly clever dude. I believe he knows this. Sometimes the best ones are hiding in plain sight.
3. $BLUECHIP - 0xb200000000000000000000cfbdf64a8706a94a01 - Why? Clearly, the viral trend on Robinhood is meme coins paired against tokenized stocks. That has never been possible before. I'll be looking for more full team build outs that show signs of developing more of that innovative technology, but for now, this is the biggest meme coin paired against a stock on Basechain. I like to keep it simple. We are early. Cobie is purposely taking his time, so that we bid stuff up in the meantime imo. + I'm not a big apple juice fan.
4. base:0x3ec2156d4c0a9cbdab4a016633b7bcf6a8d68ea2 - 0x3ec2156d4c0a9cbdab4a016633b7bcf6a8d68ea2
This one I'm looking to scale out. I saw it coming before Cobie got it listed, and now I'm just in profit management on it, but I think it's still got room. I'm just in exit only mode for it, but yes, Grok has money.
5. base:0x05b1266ddcee093ce060dbf697e230ea9b453633 - 0x05b1266ddcee093ce060dbf697e230ea9b453633
Why? I want some real company / gud tek exposure to the Cobie x Base narrative that isn't just meme coins, and Reply Corp is one that I've been following for a while. Virality x Innovative tech that actually makes money. + I like being early to projects before their token value accrual mechanism is switched on, and @JordanEureka has been very vocal that the switch is coming (check out his last @MCGlive interview). A crypto project that gets paid by it's clients to help them convert and track virility into $ is a sweet smelling aroma.
And I am keeping an eye on B3, surplus, dot, and other ai utility plays, but I am only here for one reason, and the memes are running.
Go Basecat go! The higher it goes, the more upside dreaming everyone will do with these smaller projects. But I am simply looking for Cobie's next listings.
@baseapp is back baby. This is awesome to watch.
@coinbase @base @CoinbaseMarkets redemption arc in full swing.
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It's launchpad szn.
Say hello to @TradePools, a new launchpad on Robinhood Chain
Launch and trade now on pools.trade
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The advantage gap between traders using AI and traders not using AI is getting wider by the second.
Not using AI to trade at this point is like showing up to a motercar race with a bicycle and not expecting to lose.
The people you're trading against are using teams of hundreds of agents to beat you to the opportunities.
AI is no longer optional for anyone that wants to be a profitable trader.
I let AI make my trades while I sleep.
The exact system is $1 in my community. Link in bio.
I told it to buy $1 at current market price. It ran the research, placed the order, and confirmed it on chain. Look at the MetaMask timestamp. 6:52. You cannot fake a blockchain confirmation.
Now it does the buys, the sells, and the research on parameters I set. If the news on a coin turns extremely negative, it sells half on my behalf. Am I up at 3 in the morning? No. It is.
Picture 100 traders in a room all trying to take money from each other, and one of them is running 400 AI bots at once. Tell me who wins.
I am giving this one away for $1 because I am already building better ones.
Follow for the rest of the build.
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Jesse retweeted
In case you missed it, HOOD Rewards is still going.
Get a 3% cash bonus when you make an eligible crypto deposit. Offer ends July 22, 2026. Terms apply.
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Shout out to anyone who’s actually read the Clarity Act draft discussions. Not the headlines. The actual comment letters. The markup. The CSBS response. You already know what’s coming. (please tell me you’re using AI to get through it though lol)
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Hard pill to swallow: the people who will make the most money this cycle aren’t watching charts right now. They’re reading legislation nobody else will touch. They’re cross-referencing regulatory filings at midnight while you’re refreshing CoinGecko. The market rewards patience. But it rewards research more.
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“Just sell some and take profits.” That’s the most expensive financial advice anyone’s ever given you. Here’s how wealthy people actually do it. You have $1M in stocks. You need $200K. If you sell: $40K in capital gains tax. Portfolio drops to $800K. You permanently lose compounding on that $200K. If you borrow against it: ~$12K/yr interest. Portfolio stays at $1M. That $200K keeps growing. Over 10 years, the difference could be $300K+. This is called Buy, Borrow, “Dye”. The wealthy have used it for generations. They buy assets. They borrow against them. They never sell. And when they dye, the tax bill dies with them. Now here’s the part that should have every Bitcoin holder paying attention: Coinbase just partnered with Better to launch a mortgage product. 40% LTV. Put up roughly $250K in Bitcoin as collateral and you can buy a home at the median U.S. price — without selling a single sat. Buy, Borrow, Dye just came to crypto. And nobody is talking about it.
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People are panicking over PRICE ACTION while believing the Clarity Act won’t pass because “the banks don’t want it.” That’s the mainstream narrative. The REALITY is the exact opposite. The banks are the ones at the drafting table trying to write MAXIMUM TRADING PERMISSIONS into the bill before it passes. The CSBS (the banks’ number one enemy) literally had to step in and strip out language the banks tried to sneak in. It keeps getting “pushed back” because the banks are NEGOTIATING for more, not because they’re trying to kill it. You’re stressing over a RED CANDLE while the biggest financial institutions in the world are fighting over how much ALTCOIN TRADING AUTHORITY they can lock in. Wake up
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Gm to everyone still doing the research when the market gives you absolutely nothing in return. No green candles. No dopamine. No validation. Just you, the filings, and a thesis the world hasn’t caught up to yet. Your season is coming.
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Nobody wants to spend hours reading legislation when the market’s flat and there’s no reward. That’s exactly why the ones who do it now will be the ones everybody’s copying later. Boring markets build researchers. Breakouts just reveal who did the work.
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The hardest part of finding the real trade is that the research keeps telling you no. Every layer you dig through, there's another rule, another regulation, another wall that says this can't happen. And your gut says keep going but the evidence keeps pushing back. That tension is the filter. Most people see the wall and call it confirmation that they were wrong. But the ones who keep digging — who find the path around the wall that nobody else bothered to look for — those are the ones sitting on an edge the market hasn't priced in yet.
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The bank-to-crypto pipeline isn't a door. It's a five-gate vault. Bank Holding Company Act. Volcker Rule. Glass-Steagall separations. Complementary authority. Commodity classification. Every single one of these had to be cracked open individually before a bank could legally trade altcoins with depositor funds. People keep saying "banks are coming to crypto" like it's one switch. It's not. It's an entire regulatory obstacle course — and some of those gates are already open. Full breakdown coming on here soon.
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The hardest part of this research was that every layer said it was impossible. I started with a simple thesis: banks are going to trade altcoins for profit. Then I hit the Bank Holding Company Act. Dead end. Then the Volcker Rule. Another wall. Then Glass-Steagall. Then complementary authority. Every single one of these said no, this can't happen. And every single time I almost stopped. But each wall was filtering out the people who weren't willing to go further. And after months of digging through legislation nobody reads, I found the path. The full chain. Gate by gate. And I'm confident that less than 1,000 people on this planet know exactly how this is going to play out. I'll be laying it all out on here.
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