So we are starting to see a bunch of runners with what they call "physiognomy"
Base-Baselined
Sol-Fone
RH- AU?
possibly The difference with this one and the others there making the meme in the stock pairing AU/TSM
RH is probably the hottest chain rn and with AI the main stock paired token doing crazy numbers, I can see now the roof of this one can shock many ppl
Will continue to monitor and see if this nee narrative continues to keep momentum
I wanna talk about for a second why I decided to take 90% of my P at 11m base:0xb200000000000000000000cfbdf64a8706a94a01 holding from 2m mc
My first thesis on why I bought base tokens was never the narrative itself, I rlly don’t think basecat has that good of a narrative. But more so I figured base wanted a piece of vol and would rotate there attention more so on the meme side than just builders like they have been for months.
Bluechip is a little different being its paired with a tokenized stock which is NVDA and now Jesse and the whole base team are pushing for tokenized stock and Bluechip has actually driven 10% of base total stock volume which is good
That being said, now I think the thesis of “listing, listing listing” or “cobie will crime this” the RR of it is just not as great imo
Every thesis I see is ab how cobie will crime this. So I think 12m is a good price for Bluechip and the RR just dosent seem as great. I’m willing to paperhand the listing if it happens and move on with my P