BasedGod 💹🧲

Equity Analyst| Ex-500, now 6900 | Love for undrvalued sh*tcoins | @UwUCorpo | tip: bluelightcapital.eth|

[BasedGod 💹🧲 @BlueLightCapit1]

This been my thesis since 2023 for the OG eth coins - $SPX, $MOG, #HarryPotterObamaSonic10Inu - coins with provenance that started much of what’s seen throughout crypto this cycle.

If u are actually in the game, u know $SPX. If u don’t, then tbh ur not in the game so idc about ur opinion. $ADA community welcomes u with open arms

[BasedGod 💹🧲 @BlueLightCapit1]

@Selkis_2028 @blknoiz06 SPX6900

[BasedGod 💹🧲 @BlueLightCapit1]

@onchainsorcerer it's not on fomo either

[BasedGod 💹🧲 @BlueLightCapit1]

@smol_intern SPX6900 isn’t a memecoin, it’s a dreamcoin

[BasedGod 💹🧲 @BlueLightCapit1]

@ContrarianCurse MSFT Call gang

[BasedGod 💹🧲 @BlueLightCapit1]

@yasu0x1

[BasedGod 💹🧲 @BlueLightCapit1]

Not sure how much I'm gonna post here yet, but if interested

https://t.co/jvtf9UWQyW

[BasedGod 💹🧲 @BlueLightCapit1]

@BluntCap not me hahaha

[BasedGod 💹🧲 @BlueLightCapit1]

This guy works at McDonald’s, he has 2 followers on fomo, 1 is a bot, 1 is called riselsonalves who’s his coworker. His last tweet was October 2025 shilling a bracelet collection from a small business

He saved up 3 paychecks and bought a memecoin on monad bc he thought it was cool and YouTube told him monad was the next best thing

He’s up 900% and it’s still only 200k mkt cap, no one even knows this coin exists

This is how hero’s are made

[BasedGod 💹🧲 @BlueLightCapit1]

@0xIT4I yup, very nice 2T company

[BasedGod 💹🧲 @BlueLightCapit1]

@iruletrenches only way to get 1000x

[BasedGod 💹🧲 @BlueLightCapit1]

@0xIT4I https://t.co/tn1I7lPCA4

[BasedGod 💹🧲 @BlueLightCapit1]

The narrative for Crypto underperformance that seems to make rounds every few months is extremely misleading IMHO

a) liquidity expansion overall from 2023 has been relatively mid, there was a slight ramp from 2023 to 2024, then a very small ramp early 2025, but overall nothing like previous "cycles" - https://t.co/fZnGMxAFxB

b) "stocks" are not doing great, the industries benefiting from a the 6 trillion dollar CAPEX injection are doing great

- Most broadly are suffering from the same lack of liquidity expansion. Most economically sensitive sectors topped relative to SPY around Oct/Nov 2025 (like crypto)

-Mag7/SPY basically mirroring $BTC performance topping a month after $BTC. Isolating underperformers like $MSFT, you can see the relationship even clearer

- Main $ flowing = the 6trillion CAPEX spend -> the companies that benefit have had huge ramp in earnings (drive up stock price; not hard to understand)

- It's so narrow that the "AI beneficiaries" are estimated to account for nearly 50% of the entire FY2026 EPS growth for the S&P500 -https://t.co/vsAEAphlcY

TLDR; Underperformance isn't crypto specific - The liquidity environment has been mid for years, most industries are also lagging/"stocks" have not been doing that great overall, main source of $ in the entire economy (GS estimated to be 50% of S&P EPS for FY26) is going to companies building out AI infra ... there's only "so much money in the system" rn so it's not shocking money has piled into those names driving extremely narrow outperformance.

[BasedGod 💹🧲 @BlueLightCapit1]

@ibuyrugs we went through this in 2021 alr

[BasedGod 💹🧲 @BlueLightCapit1]

@kylekuzma SPX6900 will take you there

[BasedGod 💹🧲 @BlueLightCapit1]

The narrative for Crypto underperformance that seems to make rounds every few months is extremely misleading IMHO

a) liquidity expansion overall from 2023 has been relatively mid, there was a slight ramp from 2023 to 2024, then a very small ramp early 2025, but overall nothing like previous "cycles" - https://t.co/fZnGMxAFxB

b) "stocks" are not doing great, the industries benefiting from a the 6 trillion dollar CAPEX injection are doing great

- Most broadly are suffering from the same lack of liquidity expansion. Most economically sensitive sectors topped relative to SPY around Oct/Nov 2025 (like crypto)

-Mag7/SPY basically mirroring $BTC performance topping a month after $BTC. Isolating underperformers like $MSFT, you can see the relationship even clearer

- Main $ flowing = the 6trillion CAPEX spend -> the companies that benefit have had huge ramp in earnings (drive up stock price; not hard to understand)

- It's so narrow that the "AI beneficiaries" are estimated to account for nearly 50% of the entire FY2026 EPS growth for the S&P500 -https://t.co/vsAEAphlcY

TLDR; Underperformance isn't crypto specific - The liquidity environment has been mid for years, most industries are also lagging/"stocks" have not been doing that great overall, main source of $ in the entire economy (GS estimated to be 50% of S&P EPS for FY26) is going to companies building out AI infra ... there's only "so much money in the system" rn so it's not shocking money has piled into those names driving extremely narrow outperformance.

[Algod @AlgodTrading]

This feels worse than any of the prior bear markets tbh

[BasedGod 💹🧲 @BlueLightCapit1]

https://t.co/hFPmBetpNp

[Milk Road @MilkRoad]

Arthur Hayes: the thing that ends this bull market isn't a recession or a Fed pivot...

It's AOC.

"I think she is going to be the Democratic nominee for 2028. And I think investors are going to freak the f*ck out."

If she starts polling well, investors holding AI stocks at 100x revenue will have to start asking what a 50% AI tax will do to valuations.

"And once you start asking questions about the future like that - it's over."

FT @CryptoHayes @ilblackdragon @andyyy @robbieklages @therollupco.

[BasedGod 💹🧲 @BlueLightCapit1]

@hulknobanner @aaronjmars Link Marines in shambles

[BasedGod 💹🧲 @BlueLightCapit1]

@based16z the problem is the PM decided to put on korean yuan spreads to hedge the currency differential taking away all equity gains, leading to our book blowing up and now I'm homeless

[BasedGod 💹🧲 @BlueLightCapit1]

@realcryptocow CA for poopshart69coin?

[BasedGod 💹🧲 @BlueLightCapit1]

@Sobchicago persist forever brother