$VEILNET pushing while BTC is red.
That usually tells you where attention is flowing.
Privacy narrative is heating up on Base and $VEILNET is starting to get real mindshare.
Buy the coins showing strength when the market is weak.
Those are usually the ones that move harder when conditions improve.
Got my eyes on $VEILNET.
Privacy narrative is heating up on Base, and this one is starting to get a lot of attention on CT.
$VEILNET is building privacy infra, FHE + ZK, private smart contracts, and encrypted execution for AI agents.
Still sub $1M market cap, still early, but mindshare is clearly growing.
Not apiing a green candle, but I’m watching for a clean entry.
Watching this one very closely 👀
Still holding my main bags:
$REI
$KTA
$GAME
$REPPO
$SERV
$ODAI
Side bags:
$MUTE
$FACY
$SIBYL
Base AI season is heating up and I’m sticking with the builders.
Still think AI infra, privacy, long term persistant memory, reasoning and robotics will be some of the biggest narratives going forward.
Sunday buys.
BTC is green, so I’m adding small amounts to a few Base AI plays.
Not adding too much yet, just small amounts until BTC proves itself.
$AEON
$SIBYL
$ODAI
Base AI still has attention
No matter the market conditions, I’m still bullish on $REI long-term.
Here’s what I gathered from @ajp_digital’s article:
💠 $REI is trying to move reasoning away from the LLM itself and into REI Core
💠The LLM becomes more of an interaction layer while Core handles reasoning, memory and adaptation
💠 Core is designed to persist state, revise assumptions and learn over time instead of just generating responses
💠 Most AI projects today are still just wrapping around LLMs with agents, workflows and RAG
💠 $REI is aiming for a completely different architecture focused on self contained reasoning
💠 Memory, reasoning and execution are all being merged into one dynamic substrate instead of separated layers
💠 The bigger vision is infrastructure for agents, robotics, finance, research and high pressure environments where reasoning actually matters
If the team executes and the tech becomes understandable to the broader market, I think $REI could reach 500m to 1b valuation.
Most people still do not understand what $REI is building.
That’s why I still think it’s one of the most underrated AI infrastructure plays on Base.
gREI. 😎
Right now we have random pump and dumps on base that are launching to $200K to $300K, then rugging or dying within days.
The projects that survive are the ones actually building, and a lot of the ones I like are in the $VIRTUAL ecosystem.
$REPPO, data infrastructure and Datanets for AI agents
$VADER, robotics and embodied AI angle
$FACY, truth and fact checking infrastructure
$GAME, high beta exposure to $VIRTUAL
$SIBYL: agentic memory infrastructure for AI agents, focused on persistence across sessions, workflows and on-chain actions
$ETHY: AI trading automation and agent workflows built for retail traders
What makes $VIRTUAL interesting is the agent economy, ACP, agent coordination, and now the robotics narrative starting to build.
That is why I still think $VIRTUAL is undervalued here.
They moved beyond basic token launches and are building towards a proper agent economy, where agents can coordinate, transact, generate revenue and eventually connect into robotics.
I’m seeing a lot of comparisons now between $REI and $SERV.
I’m bullish on both, but they serve different purposes.
$SERV and $REI are not the same trade.
$SERV is more of a reasoning/API layer for agents, workflows, launches and usage flowing through the OpenServ stack.
$REI is building deeper core architecture around memory, reasoning, persistence and verified execution.
One is closer to agent infrastructure and usage today.
The other is closer to long term reasoning architecture.
Both can win.
But flipping a bottomed $REI bag into something that already ran hard feels like chasing CT momentum instead of understanding why $REI is still early.
I hold both, but I’m not fading $REI here.
gREI.
I’m going to keep buying $REI at these prices.
The team is releasing their product and going out of beta around H1 2026, and I still think the market is sleeping on what they are building.
Once people understand what $REI actually is, I think a lot of them will be chasing much higher.
Still bullish long term.
Don’t fade $REI at these prices.
gREI.
Base is heating up right now and I’ve got my eye on a few solid projects.
$ODAI
One of the first autonomously deployed AI currencies on Base, focused on agent services, utility, governance, rewards and network participation.
$AEON
AI native settlement and payment layer for the agentic economy. Agents need to pay, transact and settle without human babysitting.
$SIBYL
Agentic memory infrastructure. Persistent memory is one of the biggest missing pieces for useful AI agents, and $SIBYL is building around that.
$SERV
Reasoning/API layer for AI agents, with real private beta usage, agent workflows, revenue buyback/burn and the May 28 agent economy event ahead.
Base is hot right now.
Don’t fade it while it’s heating up, because there are serious gains to be made.
The launch around the end of H1 2026 could be the moment $REI starts getting repriced properly.
I’ve been holding and adding to $REI since early 2025, and I still think it is one of the most underrated projects in the AI space.
A lot of people just do not understand what it actually does.
Here’s the simple version:
$REI is building an AI reasoning architecture with persistent memory, Core, R00Ms, Unit 00, Sandbox and verified execution.
It is the underlying infrastructure for agents that can remember, reason, adapt and execute.
The market is clearly hungry for AI plays on Base, and $REI is a gem that is still unnoticed.
When $REI gets noticed for its tech and the product goes live, I think anything under $30M will look early.
In my opinion, this has $1B plus potential if they execute.
gREI.
$SERV is on the move.
Clean AI infra thesis, strong volume coming in, and it has the momentum for a breakout.
Reasoning/API layer for AI agents, workflow execution, revenue buyback/burn, and the May 28 agent economy event still ahead.
ROI is bullish, and I still think there’s room to move.
Picked up an entry on the $SERV dip.
Here’s why I’m watching it closely:
💠 $SERV Reasoning is positioning itself as a real reasoning/API layer for AI agents
💠 Private beta reportedly hit 29,638 requests and 279M tokens in week one
💠 The thesis is about agents building workflows, execution paths and economic activity
💠 25% of platform revenue is meant to route back into $SERV buyback/burn
💠 OpenServ has the build, launch, run stack, giving it a broader ecosystem angle
💠 May 28 agent economy event could bring more attention to the project
Still early, still risky, but this has one of the cleaner AI infra theses I’ve seen.
I’ll keep watching $SERV closely. If reasoning becomes a real asset class and agent workflows become valuable infrastructure, $SERV could run hard.
I’m not extremely bullish on the market right now.
Macro still looks ugly, war, inflation, oil, weak liquidity, and a global economy that does not look ready for a clean bull trend.
But one project I’m happy to keep holding long term is $REPPO.
RG’s Private Datanets article made my thesis stronger:
💠 V2 is live with 15 Datanets
💠 $7.73M volume through the protocol
💠 97 to 98% veREPPO lock renewal per epoch
💠 Private Datanets solve expert privacy: doctors, lawyers, quants and domain experts do not want every vote or submission tied to a public wallet forever.
💠 Private inference protects the actual knowledge: encrypted submissions, evaluation without exposing raw data, and expert signal still flowing into AI agents.
High quality expert knowledge, refreshed every 48 hours, with privacy and incentives behind it.
Market looks weak, but $REPPO is one of the few I’m happy to hold for the long-term. I'm not fading $REPPO here and neither should you.
Still not fading $KTA.
It has been one of my main long term bags for a while, and even though I agree the communication could be better, the thesis has not changed for me.
$KTA is building serious financial infrastructure.
Compliant rails, identity, settlement, bank connectivity, Visa Direct, anchors, and scalable payments infrastructure for institutions and future agentic commerce.
That type of build takes time.
Now we have Ty saying “It’s time” with what looks like a launch happening next week.
If this launch lands properly, sentiment will flip quickly.
People have been fading $KTA at the lows, but I still think $KTA is one of the top projects in crypto.
$KTA 🫡
I’m betting on these three early for the robotics narrative.
$VIRTUAL has been moving into robotics over the past couple of months, and now both $VADER and the newly launched $SR are starting to build momentum around the same theme.
A few plays I’m watching closely:
💠 $VADER
Full stack robotics play on Base.
Data collection, cleaned by ORN, trained into models, then tested on real humanoid robots.
They also have Base Demo Day SF coming on May 19.
💠 $SR
Strike Robot is building agentic humanoid robotics for industry.
They just announced a partnership on May 7 with Venice, using it as the VLM reasoning and inference layer for robots.
That gives $SR a clean robotics plus AI infrastructure angle.
💠 $VIRTUAL
Still the main ecosystem leader for AI agents on Base.
Now with robotics starting to become part of the wider narrative, $VIRTUAL could be the attention magnet that brings liquidity back into the sector.
AI agents were the first wave.
Robotics could be the next one.
Don’t fade the robotics narrative.
I’m betting fairly big here because I think this is where the next major rotation goes.