fefe
@0xf3f3
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Joined December 2021
Nowhere else in crypto gives you the chance to invest alongside top-tier VCs at such unreal entry prices only on Base. $Aero launched around $3M market cap, grew to $1B over 100x, even after inflation. $Degen airdropped millions of dollars, rising from $100K → $900M, hundreds
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The market is boring, Only the base token story is the most interesting, the whole ecosystem has no token but still reaches 4.5B tvl (5B ATH), the token will stimulate the whole ecosystem to explode more than ever. So betting on top projects ( $zora, $clanker, $aero,....) is the
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CLANKER INVESTMENT THESIS Tokenizing Small & Medium Internet-Native Businesses 1️⃣ Traditional equities: the first capital market, built for old-school businesses For decades, the stock market has been the primary mechanism enabling: traditional companies to raise capital
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There's zero reason for a startup not to launch its $token early. Surviving is half the game, and you can survive if the market decides so by buying yours. That way, you earn through fees + you can sell some if needed. No need to chase angels; the open market is the angels
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Bitcoin and Ethereum never raised venture capital. That’s $2.5T+ in value, the majority of crypto value created to date. Silicon Valley VCs have tried to co-opt the industry and it’s worked to some degree. But most capitulated in 2021 -2023 by raising too much capital and then
@NTmoney Why is crypto not the exact same thing, except nobody ever actually builds anything?
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I really admire this project $A0X They spent 6 months building jessexbt in a market where everyone wants to move fast, chase hype, and cash out on memes. Patience like that is rare in crypto. A meaningful vision is even rarer. To support real builders, I burned about 0.11% of
jessexbt is live in the Base App, built with @a0xbot DM the bot for a chance to win a 15 minute 1:1 with @jessepollak
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I'm launching jessexbt today why? I get 100+ of DMs a day and I try to answer, but I can never go as deep as I want so I spent 6mo building jessexbt with @a0xbot to give a smart, helpful, based jesse to every builder it's early — and I want your feedback 👇
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I don’t have a Telegram group. I don’t join any private groups. I trade completely solo. I just follow builders on Base, watch who’s shipping real products, and analyze the data myself (yes, I only use DefiLlama) That has been the best strategy for me.
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The market feels brutal right now. I bought $Clanker and it dumped immediately. But here’s the truth: Holding real, top-tier projects with strong teams and long term vision , especially during the worst market conditions is still the safest move. At least I know one thing: When
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I believe in Base’s vision of building. $Clanker - the true launchpad for startups, the real meaning of ICM. Even Pumpfun and Launchcoin have copied its fee distribution model. $Zora -the leading creative platform for Gen Alpha, the next Instagram and TikTok, but fully onchain.
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While everyone else is still slow to adapt, Base already has a project building data infrastructure for robots. It’s backed by top-tier funds, and the founder is also the co-founder of Base. Investing directly in robotics hardware is nearly impossible so the only real play is
Robot models don't have the benefit of internet scale data that LLMs do Tesla, Google, Meta are all massively ramping up creation of proprietary robot training data Token incentives could potentially create the largest open source robot training data set Cool work by
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Clanker update We’ve built a new Dune dashboard to show Clanker revenue — including both protocol fees and the $CLANKER LP position. Below is a short video walkthrough. For now, claims and buys remain manual and somewhat irregular, but we’re working on automating them.
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Investing in robotics hardware companies is nearly impossible unless you have the right connections - and their valuations are always sky-high. Most crypto “robot projects” are nonsense. If a project has a $3–5M market cap, do you really think it can train real robots? What
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Solana has positioned itself as a meme gambling den - a playground for on-chain criminals, KOLs, and degradation. Serious projects rarely thrive there; watching real builders get outcompeted by shitcoins kills long-term ambition. By contrast, Base is more diverse: from DeFi
Sad to see so many Solana DeFi protocols' tokens trading at near all-time low while SOL is still trading at the top of the historical range. There doesn't seem to be any investors who appreciate fundamentals in the Solana land.
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gm EDGE holders - $300K USD in $EDGE buybacks were executed last week. Buybacks vault: 0xB115124f277215BF85b710F0137EfaCAC09CbAAF Buybacks will be executed at an ongoing weekly basis as a percentage of our revenue. As Definitive revenues increase, so will our buyback targets.
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Beyond AI — The Path to Digital Immortality on Base There are thousands of AI projects today, but most of them are just empty shells - they can't compete with OpenAI, Google or Amazon. Most of them are just copying ideas, not creating real value. What really excites me, and
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There’s actually a pretty strong lesson to be learned when you look at BNB Chain vs Base. Binance was by far the first mover when it launched its own chain back in 2019. At that time, the competition was minimal, Solana didn’t even exist yet. Already back then had Binance the
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