Sold Everything.
Went all in @wormhole
If this goes bust, I'm done with crypto.
If it goes on a run, I'm making banks.
This is a make or break investment for me.
I like $Basemate here sub 1M.
in 2008 the music industry was dying.
Lil Wayne sold a million copies of Tha Carter III in the first week anyway.
when the product is real the numbers don’t lie.
what exactly does @basemateagent it do?
Thank of it as a “layered $Mamo- Bankr, Avantis, Moonwell, Morpho and Aerodrome integrated in an agent on base app chats & groups.
how it works in detail:
you mention something in a group chat. Basemate catches it. a matching community gets sent to your DMs privately. groups are ranked by real activity…..messages, joins, unique users in a 6-hour window. not follower counts.
The right people are bullish on @basemateagent :
1. CEO of @xmtp_ Shane Mac loves it.
https://t.co/0CO1aFtrFY
2. Head of Growth @avantisfi is bullish.
https://t.co/jsbfgAX0EI
3. @bankrbot dev respects the project with use of MCP.
https://t.co/7B8LpI2oQg
4. @latenightonbase recently interviewed dev and supports the project.
5. @MoonwellDeFi is excited about what Mateo is building.
https://t.co/uSfwVcRDuI
$Basemate slow cooking this summer to 10M FDV is very much attainable imho.
Personally, I traded $Mamo in 2024 from 200K to 20M (ended up running to 50M+)
@0xteo who I call “the chef” is cooking like a mfer in real time.
let’s throw it back…..
@basemateagent built as a quick onboarding tool for one Base booth. onboarded 1,700 attendees. GREW to 16,000 users with assets in wallet before the event ended. that was before they had 10% of what they ship today.
(Read that shit twice bro 💯 )
what’s live and how it ties to @coinbase mission:
>earn yield with @MoonwellDeFi & @Morpho.
Coinbase reported DeFi borrow/lend crossed $1B+ on Base in Q1. Basemate is the front door.
>trade with @Uniswap & @AerodromeFi .
DEX volumes 2x QoQ per Coinbase Q1 earnings. that liquidity is one message away.
>perps on ETH, BTC, COIN, NVDA with Avantis (Pantera Capital backed, $3.5B AUM)
Coinbase said non-crypto contracts grew 4x QoQ. Avantis is Pantera Capital backed, $3.5B AUM. their growth team shouted Mateo out publicly.
>copy-trade with friends in one tap. Bloomberg terminal behavior inside a chat app.
Coinbase reported 10x YoY growth in stablecoin transactions on Base. every one of those transactions is a potential copy-trade trigger inside a chat.
Next steps:
Automated Trading Plans coming soon per dev.
what nobody is pricing in:
@base just hit 100 MILLION transactions made by AI agents. when the neighborhood gets rich the businesses inside it get rich.
stablecoin market cap $300B. tokenized RWAs hitting $16T by 2030. 90%+ of all agentic volume on Base.
Brian Armstrong said it live in front of Goldman and JP Morgan. Google, Mastercard, Stripe, Shopify all pushing agentic commerce.
$Basemate is already the front door.
four layers compounding each other. discovery protocol. DeFi terminal. agent economy. standalone app.
the numbers don’t lie.
think for yourselves mfers.
20+ AI projects worth keeping an eye on this cycle
Dolphin
OpenServ
Venice
Reppo
Gitlawb
Near
Grass
Nockchain
Rei
Surplus
Humanity
Peaq
Codec
Bankr
Virtuals
Kite
Allora
Targon
lium
Score
Chutes
Synth
Metanova
iota
affine
Oro
Quasar
i didn’t sell a single $EDEL $LFI $AEON $MIROSHARK $DRB $BANKR
why?
because i believe they’re some of the best projects in the market and i’m betting on them long term
preach conviction
Wolf never misses.
PSA: If you are building in the @NousResearch ecosystem, or building on top of Hermes in some way, @Delphi_Ventures is always happy to talk
Warm intros are the best way
We are here to support the entire ecosystem
My Top 3 SportFi Gems heading into WC 2026 ⚽️
As a football fan, I'm so pumped. Only ~2 months left until the biggest sporting event on the planet.
I've shared in the previous post that WC could easily become one of the dominant narratives for Q2/2026.
This time, timing + global coverage are perfectly aligned, potentially driving 3–5x more attention compared to World Cup 2022.
And naturally, #SportFi is one of the sectors most likely to benefit, arguably one of the best short-term opportunities for capital rotation.
Here are 3 projects I’m keeping my eyes on, potentially hidden gems going into WC 2026:
1/ @sportfun / $SPORTFUN
An onchain fantasy sports + prediction economy platform built on Base.
SportFun is already positioning itself strongly ahead of the event:
– Native football/FIFA integration: international players + clubs tokenized into fractional shares
– WC 2026 scale: 48 teams, 104 matches → massive expansion in tradable assets
– Built-in tournament structure aligned with FIFA calendar
Geography + timing is a good combo:
– World Cup hosted in the US → strong Base/Coinbase advantage
– Billions of viewers expected
– Internal roadmap signals: “SDF leading up to World Cup” + NFL season → clearly preparing major features
User growth potential:
– Already >20K paying users pre-token
– WC acts as the real stress test, similar to fantasy sports booms during Euro/Copa cycles
– Targeting US + Asia markets
From my perspective, SportFun is one of the cleanest consumer-grade SportFi plays right now:
– Skill (fantasy gameplay)
– Speculation (trading shares)
– Sustainable tokenomics (revenue → buyback)
At ~$5.7–7M market cap, $FUN looks like a strong asymmetric bet going into World Cup 2026.
2/ @ADIChain_ / $ADI
Adichain is clearly gearing up hard for WC 2026:
– FIFA announced a multi-year partnership
– ADI Predictstreet becomes the first official prediction market partner in FIFA history
The platform allows users to predict: Match outcomes, Player performance, Match stats
All powered by official FIFA data.
Everything settles onchain, with $ADI as the gas token. This might be a real “game changer” for SportFi in 2026.
Prediction markets + official FIFA backing = massive potential liquidity magnet during the tournament.
3/ @FIFACollect
FIFACollect is already seeing strong user growth heading into WC 2026:
– ~85,000 addresses on FIFA Blockchain
– No native token, but strong NFT volume + engagement tied directly to World Cup
I think this is the most official and regulatory-safe play in the space, as it's directly operated by FIFA.
Best suited for:
– Real fans
– Collectors
– Users looking for experiential value
Profit opportunities exist through NFT trading, but require good timing + understanding of event-driven demand.
🔹 Alright, research = done, now my take:
World Cup 2026 could become the “Super Bowl moment” for SportFi with massive scale, North America host advantage, and global attention peak.
Beyond these, football-related platforms like @Sorare are still worth exploring, especially for free-to-earn opportunities during the World Cup cycle.
I believe this will be one of the clearest event-driven narratives of 2026.
Still, DYOR + NFA 🤝