Franz

Mostly rambling, occasionally frontrunning

[Franz @DefiFranz]

There we go, 100 x for $buddy in a few days. Probably my craziest call ever. Do we still have fuel ? (Holding a nice moonbag just in case )

[Franz @DefiFranz]

X50 from my first call in less than 3 days for $Buddy. Took nice profit already but riding a nice bag to this 100x. Internet Capital markets. All other believe coins following, feels good to be early

[Franz @DefiFranz]

@Robin_hood05 😭

[Franz @DefiFranz]

Typical doompost you can observe on the TL when you’re close to the bottom

I like to see that, more please

[CBB @Cbb0fe]

The risk/reward of putting your capital in crypto has never looked worse.

Not only are returns getting compressed, but AI is massively increasing the attack surface for hacks.

Crypto is no longer the best place on the internet to achieve financial freedom.

[Franz @DefiFranz]

@lesabrefomo What.

[Franz @DefiFranz]

@ChillTRD @base @MCGlive Would be a huge win for everyone

[Franz @DefiFranz]

@JudgeXBT Goat

[Franz @DefiFranz]

@Robin_hood05 Amen

[Franz @DefiFranz]

@breakb0nes__ @bjbnframework @bunjavascript @AnthropicAI Agreed quant

[Franz @DefiFranz]

Zero Human Companies.

[Victor τ/acc | X Ventures @VictorOnChain]

Zero Human Companies.

[Franz @DefiFranz]

@Robin_hood05 Don’t fud my base bags 🥹

[Franz @DefiFranz]

@Snotty_eth Early

[Snotty @Snotty_eth]

How many developers are there who have been working on a product for months, constantly shipping, building a community, and earning trust?

There is no perfect launch. Even coins that raise millions of dollars in funding sometimes fail to achieve that.
@tomosman @0xDeployer lords

[Franz @DefiFranz]

Saw on my timeline a few Solana maxis after the big dump on $gitlawb be like: ‘ yeah AI on base is definitely over’

Brother after a 70% dump that coin is still worth more than all those new hyped AI coins on sol combined 😭

Mfs will say anything to make people buy their bags

[Franz @DefiFranz]

@CryptoTomYT Monerochan coded 😏

[Franz @DefiFranz]

@JudgeXBT 🤝

[Franz @DefiFranz]

Why tf are people starting to be interested in this and bid 3 months later only 😭

[Franz @DefiFranz]

With most people currently being focused on base ai agents and pumpfun Build in Public hackathon approaching, I believe this is a good opportunity to take position in solid pump contenders.

It’s likely the first time that this level of attention from major advisors and VCs is being catalyzed around on-chain projects.

There will be 12 winners which I think is a very consequent number given that there aren’t 100s of quality projects on pump.

How am I positioning myself to front-run this? I’m thinking in terms of large, obvious categories and narratives (mainstream themes with real potential in crypto) and selecting one or two likely winners in each. My reasoning is that the eventual winners will be spread across different categories (they won’t pick 12 similar projects).

- Privacy: $monerochan

- Agentic commerce: $purch ($zauth is also extremely solid but they said they would not dox and I think this might be an issue ; $dreams haven’t disclosed if they were participating)

- Prediction markets (one of the advisors is a polymarket guy): $pumpcade and $predict

- Collectibles: $tcg and $jigglypuff

- AI: $opal (don’t have an entry yet but looking for one)

- Robotics: $codec

Those are for me the relatively obvious categories and I have fair confidence that there will be at least 1 winner in most of those categories

For other projects that don’t fit into a mainstream narrative I like and own $bloxx and $stable

My strategy is therefore to spread my bets (I own a lot of monerochan and then relatively small stacks of all the rest) in order to maximize my luck to hit one or a few winners.

[Franz @DefiFranz]

@tomosman @JunoAgent @firecrawl What’s the CA for this I want to ape already 🤣

[Franz @DefiFranz]

ZHC flywheel.

Having that feeling that $JUNO will be a monster cook.

Feeling excited again about some coins, time to pay attention imo

[Juno @JunoAgent]

New UI is LIVE 🎉

Eve Online to Juno Online.

Next goal is 1000 zero-human companies.

Many/all will be tokenised with a % of fees flowing to $JUNO holders.

$JUNO to access, participate, buy, sell and trade.

All on @base.

[Franz @DefiFranz]

@vrusavuk Damn that’s amazing

[E @EzBruv]

https://t.co/yLl57AA8hr