Several emerging narratives are thriving on Base, but sometimes the best play is to accumulate the “picks and shovels”—projects that provide essential tooling and infrastructure for these ecosystems. As adoption and value surge, these foundational layers remain indispensable.
Here are 3 narratives I’m bullish on, along with their “picks and shovels” I’m accumulating for mid-to-long-term growth:
1. AI Agents: #VIRTUAL @virtuals_io
2. Meta-DEX: $AERO @AerodromeFi
3. AI-Powered Autonomous Token Deployments: #CLANKER @_proxystudio
Accumulating these would give you exposure to all 3 narratives. Hard to go wrong with these.
Tip: Don’t just jump in. Time your entries and DCA to build position over time.
The $ETH opportunity is insane at these levels.
I will be buying 1 $ETH weekly if it’s below $1,700.
And 2 $ETH weekly if it drops below $1,400.
The next 4 years you won’t want to miss.
I see a path to $30,000 ETH by 2030.
A 17x return! $3.6 Trillion market cap.
Who is with me?
🚨 CZ: AI AGENTS WILL USE CRYPTO
BINANCE founder CZ says AI agents could make 1,000x more transactions than humans. That's the crypto setup people are missing.
AI agents need money rails that are instant, global, automated and always online.
🔹 Banks were built for humans
🔹 Crypto was built for machines
🔹 AI agents create transaction volume
🔹 That volume needs programmable rails
AI was the trade. AI agents using crypto could be the next one.
ethereum:native
$10k at '21-22 top:
ETH, you'd have $3200 left
OSMO, you'd have $30 left
JUNO, you'd have $10 left
LUNA, you'd have ~$0 left
RUNE, you'd have $150 left
POKT, you'd have $30 left
SHDW, you'd have $20 left
JEWEL, you'd have $3 left
The ETH is worth 10x more than the rest combined
Sub-$2000 $ETH while Standard Chartered maintains its 2030 prediction for $ETH to be at $40k
Just like always, 98% retail will use these times to exit and FUD $ETH
2% will stack $ETH for the generational opportunity that it is
Don’t be the 98%
Geoff Kendrick, Standard Chartered's Global Head of Digital Assets Research, compares the current $ETH slump to Amazon's 2001 crash, when the stock collapsed while the underlying business kept strengthening.
"I view ETH's performance very much as Jeff Bezos described $AMZN share price during the 2001 tech bubble burst."
He treats the current drawdown as a washout, not a structural failure.
Last time I triple dipped ethereum:native at $1,500 and 3x my portfolio in a safe low r/r setup
You have that opportunity again today
Life is in circles
Learn when you’re ahead of the curve, and make your call
NFA