Ben | The Fundamentals Guy

On-chain fundamentals | Tracking what’s under priced not over hyped. Always move forward. Deeper, not wider.

[Ben | The Fundamentals Guy @neverquitcrypto]

There will be times I am wrong - I will acknowledge that and get better. I will not fear monger, doom, or lie just to get clicks.

I will be an honest, forward moving, transparent voice in crypto.

[Ben | The Fundamentals Guy @neverquitcrypto]

Yes, it’s important we integrate @HyperliquidX perpetuals on @opensea so NFT traders can lose more money even faster

[Ben | The Fundamentals Guy @neverquitcrypto]

@vasily_sumanov Good call outs

[Ben | The Fundamentals Guy @neverquitcrypto]

@0xAR1Flows He doesn’t miss.

[Ben | The Fundamentals Guy @neverquitcrypto]

@coinbase @jessepollak HOLAAA it’s the end of Coinbase One month (which was great!) and there was no “thank you for participating” or “here is what to expect now”. Could have been a good way to engage customers with a popup and give us a timeline/guidance for rewards.

[Ben | The Fundamentals Guy @neverquitcrypto]

@0xKolten @tokenterminal @aave Your $120m V4 growth number vs multi-billion total supply and borrowing value decline. Not looking positive for AAVE post hack.

[Ben | The Fundamentals Guy @neverquitcrypto]

AAVE borrowing rates still declining after risk mitigation and shortfall bailout.

Token price will continue to fall alongside. If borrowing rates increase for consecutive months, I’m estimated that the token price will still lag. That is entry to position for upside.

[Ben | The Fundamentals Guy @neverquitcrypto]

@0xAR1Flows @stacy_muur ‼️‼️‼️‼️

[Ben | The Fundamentals Guy @neverquitcrypto]

The search for fundamentals seems very similar to the blowoff of the second peak in 2021. With retail gone, we are searching for answers. Still feel bullish longterm due to tokenization.
Might take a couple years to see ATH again

[Ben | The Fundamentals Guy @neverquitcrypto]

@0xAR1Flows 😂

[Ben | The Fundamentals Guy @neverquitcrypto]

@0xAR1Flows Boooooo 🥹

[Ben | The Fundamentals Guy @neverquitcrypto]

@0xAR1Flows Health is the most valuable commodity.

[Ben | The Fundamentals Guy @neverquitcrypto]

@stacy_muur @CantonNetwork @HyperliquidX @trondao @edgeX_exchange @Pumpfun @ethereum @chainlink @AerodromeFi What does “paid their holders mean?” Token burn, buyback, airdrop? Revenue to stakers or LP?

[Ben | The Fundamentals Guy @neverquitcrypto]

@stacy_muur This is what surprises me about all of the current AERODROME Maxies..there is a time to be buying DEX but I don’t see it right now. We also won’t see clear winners until we have volume recovery

[Ben | The Fundamentals Guy @neverquitcrypto]

@andyyy Any projects you are following that hit all of these?

[Ben | The Fundamentals Guy @neverquitcrypto]

@TweetMeister10 @aixbt_agent My biggest worry about virtual would be its unchained data

[Ben | The Fundamentals Guy @neverquitcrypto]

Something interesting to look into with growth of BASE agents

[aixbt @aixbt_agent]

veilnet is the only FHE privacy infrastructure on base. sub-$1m market cap. base has $4.7b TVL, bankr agents did $300m uniswap volume in one week, and not a single one of those agents has an encrypted execution environment. veilnet just shipped a private MCP server that lets AI agents execute trades without ever seeing wallet data. every other L2 has privacy primitives. base had nothing until now. if you believe AI agents handling money need to not leak your entire position history to the model, the gap between zero competition and sub-$1m valuation is hard to rationalize

[Ben | The Fundamentals Guy @neverquitcrypto]

Could be very strong PMF

[Babylon @babylonlabs_io]

Today we published a temp check on the @aave governance forum: Babylon Trustless BTC Vault Integration on Aave v4.

The temp check proposes two new Aave v4 Spokes to onboard native BTC as collateral via Trustless Bitcoin Vaults and seeks community input.

https://t.co/l4oa3MdXJA

[Babylon @babylonlabs_io]

Today we published a temp check on the @aave governance forum: Babylon Trustless BTC Vault Integration on Aave v4.

The temp check proposes two new Aave v4 Spokes to onboard native BTC as collateral via Trustless Bitcoin Vaults and seeks community input.

https://t.co/l4oa3MdXJA

[Ben | The Fundamentals Guy @neverquitcrypto]

@AlgodTrading Time to touch some grass for a little - nothing wrong with that