Join @Nibel_eth, @carlosjmelgar, and $Cobee Colony in the @base trenches, anon 🫡

How is anyone fading $cobee at this point? @CobeeBase 0xb20000000000000000000046012e90119e505b01

Making a group for based trenchers. I'll be sharing some of my calls there. Admined by base project leads. This group will also serve as a starting point for new projects that don't have a large community. As the group grows, they'll be able to migrate members to their own TG. Same as the other group - be positive, productive and collaborative. Will auto ban mfers for not following this. t.me/+IoZWL2elGLM0NDc0

hey @cobie, you’re seeing all of this in real time brian just publicly said not to care about crypto natives and the trenches. jesse spent 2 years experimenting on his own community, ignoring every piece of feedback, promoting scammers, launching coins that wrecked people, and pushing a strategy everyone told him was failing until the data was so catastrophic he had to admit he was “definitively wrong” and now we know exactly how they feel about us. not from speculation, from their own words. brian doesn’t follow the trenches. jesse treated his community as a lab experiment. coinbase sees base users as metrics on a quarterly report, not people you’re one of the most respected people in crypto. you earned that by being honest, by calling out bullshit when you saw it, by being on the side of the community when it mattered. you literally warned people about luna before it collapsed. that’s your legacy so why are you standing with them? you’re joining a team where the CEO says he doesn’t care about the people actually using the chain, the chain lead ignored his community for 18 months and promoted a documented scammer, builders feel gaslit by management, and the biggest token ever built on base wasn’t listed on coinbase for over a year you saw what happened with content coins. you saw all of it, you’re literally in the replies watching it happen the crypto community trusts you. that’s rare and it’s valuable. but that trust was built by being independent, not by joining the people the community just told you they don’t trust anymore if you can genuinely change coinbase from the inside, that would be incredible. base has every advantage: the users, the capital, the infrastructure. it just needs leadership that gives a shit. maybe that’s you but if you’re walking into a structure where the CEO doesn’t care about the trenches, the chain lead is still in charge after everything he did, and your role is to put a trusted face on an organization that burned its community over and over: then you’re not fixing base. you’re lending your reputation to the people who broke it and once that reputation is spent, you don’t get it back we’re rooting for you cobie. genuinely. but the community deserves to know: are you there to change things, or are you there to make us feel better about things that aren’t changing?

i have a thesis that buybacks don't actually work hyperliquid makes $800M annualized revenue pump fun makes $440M annualized revenue $HYPE trades at $65B FDV while $PUMP trades at $1.4B FDV both teams do regularly recurring buybacks with portions of their profits from the business but they trade at vastly different ratios to their revenues i believe the difference is not in how much actual revenue is generated by the business but instead its reflective of the trust premium ascribed to the team determined by their actions and decisions in the market, hyperliquid never overpromised anything, only focused on shipping product and emphatically rewarded their core users based on pre-determined metrics that contributed the most to the platform, the core users of hyperliquid have a very high trust rating with Jeff, & even if you believe the perps revenues are slightly more durable which maybe they are, i believe this trust premium on their execution and social alignment with the community is a major factor in why the token trades so well in contrast, pump fun made $1B in revenue, raised another $1B in their ICO, and promised an airdrop to users that was never delivered, even though they are one of the most successful and consistent businesses in crypto, they do not have social alignment with their core userbase and therefore do not have a comparable trust premium that hyperliquid has, recently it seems they've made concerted effort to improve comms and talk to community more, i believe that if they were ever to seriously focus attention on shifting this dynamic by actually doing the airdrop they've promised and responding to the concerns of their core user base, then the token would trade 10-15x higher, as it would also likely materially increase their volume, attention, and resulting revenues on their platform bitcoin makes $0 in revenue but has a ~$1.3T market cap, it has the greatest trust premium of any asset to ever exist, people know that there will only ever be 21M coins, and they know that the network will always continue to function no matter what to fulfill its necessary actions this is part of what ive been talking about when i say that there is intangible value that contributes to the valuation of a business in addition to the tangible value that is determined purely from revenues and other metrics trust, memetics, and attention are all very important and heavily underdiscussed in markets

I analysed the 900+ pages of the Trump financial disclosure report. He extracted 1.1 BILLION from crypto, divided like this: > $635.1M → TRUMP memecoin > $236.3M → WLFI token sales > $196.9M → Sale of ownership interests in the USD1 stablecoin venture > $65.6M → Sale of part of Trump's stake in World Liberty Financial > $6.0M → Melania Trump's NFT sales and collectibles business > $1.82M → Ethereum validator (staking) rewards The biggest scammer of all time

let's be honest, most of your favourite KOLs making "predictions" right now only started watching football in 2026. instead of listening to those losers, here are my picks: > went with Argentina to take home the world cup since a good friend of mine who doesn't even watch the matches believes otherwise > *hint* he is a German dude living in Dubai and believed Germany was going to win it all > detailed picks for each match👇

Most underrated metric in a bear market? Revenue. My golden rule is that any protocol with high revenue during rough market conditions should be kept on a close watch. These are my top 10 protocols by LTM revenue (below $1B MC): 1. @MeteoraAG (MET): $56.4M 2. @aave (AAVE): $21.9M 3. @aeroxyz (AERO): $21.5M 4. @AethirCloud (ATH): $16.0M 5. @PancakeSwap (CAKE): $13.0M 6. @0xPolygon (POL): $12.5M 7. @Lighter_xyz (LIT): $11.3M 8. @JupiterExchange (JUP): $10.2M 9. @ORE (ORE): $9.6M 10. @LidoFinance (LDO): $6.6M Bad conditions don't last forever, so I'd keep a close eye on each one here.

You have to be a psychopath to still believe in $ETH

Fun fact People, who buy $WORLDCUP typically don't play, watch or know football Their logic: big event -> buy Solana meme My bets @sportfun $FUN has same 9M Mcap, utility, more liquidity, CEXes and revenue (bigger bet) @Pitch_ERC $PITCH - football token game designed for WC