The best part of accumulating wealth is that you can start saying increasingly insane things and people begin treating them as insight instead of retardation
Ok so there are like 1 billion pet dogs in the world. Consequently $DOGE and $SHIB are the top memecoins
And coincidentally there are laws banning people from owning aye-ayes.
Tell me with a straight face this is not a conspiracy by big dogcoin to suppress the price of $WAAC.
Who wouldnt want to come home to one of these every night for some cuddles?
@_middleEarth Unpopular opinion, but that is far too long for her to have been single. This is the real reason he opted not to go West to the Undying Lands. Imagine walking around there forever, and every other elf you meet gives you that wry grin. Eternal eskimo brothers.
Personally I think it's just a matter of people/funds will eventually be so overweight metals, tech, etc that they'll start to rebalance into BTC.
Can argue BTC underperforming gold makes it seem like a failure, but can just as easily argue it makes it seem like a relative value. Just takes a small portion of the market to start making that rotation then the reflexivity kicks in as people realize it's the next thing to flock to just as silver was the thing to flock to after gold. Eventually we run out of metals to rotate to...
Doesn't even really need people to "believe" in it per se, they just need to think everything else is overextended. Keep in mind as well that many funds operate under guidelines where they can't be allocated above a certain amount to a given asset class. So as metals go up, they're forced into other places and many asset classes have already been priced up a lot after years of debasement. People just need a place to put their money that's *not* cash and there's less undervalued places for that every week.
So even in the pessimistic case where people don't really believe, at a certain point BTC starts looking like the last woman without a date to prom and she starts getting asked out even though she smells a little weird.
Buying the blood now in lowcap projects you believe in sets yourself up for massive multipliers!
Here is my list of @base DEFI projects that I am stackin & believe in, as always NFA and DYOR 🍻
- $DRV (@DeriveXYZ on-chain options protocol)
Market Cap: ~$42M–$45M
Price: ~$0.048–$0.052
24h Volume: ~$110K–$130K
Why interesting: Derive acts as the "Deribit but fully on-chain" (decentralized options like the CEX leader) with Hyperliquid-style execution efficiency. It recently captured ~10% of Deribit's ETH options volume in a single day. Bull case: Derivatives meta growth drives 3-10x as volatility rises.
Deep dive: Team experienced in perps/options; active development (Derive Chain for execution). High on-chain activity signals strong product-market fit.
- $AAA (@ArcadiaFi, leverage CL farming)
Market Cap: $1.1M–$1.3M
Price: ~$0.045–$0.055
24h Volume: Low ($5K)
TVL: Moderate relative to cap (real yield focus).
Why interesting: Features Arcadia Pro (advanced leverage tools); backed by Coinbase Ventures connections for credibility/growth. Strong TVL/MC signals undervaluation in leverage farming meta. Bull case: 10-30x if Base DeFi inflows return and Pro features gain traction.
Deep dive: Team leverages Base-native innovation. Coinbase Ventures link adds institutional edge.
- $EXTRA (@Extrafi_io Leveraged yield farming/lending)
Market Cap: $4.5M–$5M
Price: ~$0.011–$0.013
24h Volume: Low ($2K)
TVL: Historically strong (> $100M peaks; high ratio ~20x+ MC).
Why interesting: Excellent tokenomics—veEXTRA stakers capture fees/rev share. Expanding to Ethereum mainnet complements Aerodrome (veAERO ecosystem synergy, emissions/incentives). Bull case: Mainnet bridge + TVL growth yields 10-20x value accrual to holders.
Deep dive: Team focused on optimistic lending; tokenomics emphasize staker rewards. High TVL/MC remains top undervalued signal.
- $VEIL (@Veildotcash on-chain privacy)
Market Cap: ~$3.5M–$4.5M
Price: ~$0.05–$0.06
24h Volume: ~$100K–$500K peaks
Why interesting: 100% (or majority) of fees go to $VEIL stakers; leading Base privacy project (zk-SNARKs for anonymous transfers in trusted pools). Rising regulatory scrutiny boosts privacy demand. Bull case: Narrative tailwinds yield 5-15x on adoption.
Deep dive: Team builds non-custodial zk tech; low deposit fees (0.3%–0.5%), discounts for stakers. Top privacy play on Base, linked to Coinbase ventures.
- $AEROSTRAT (@aerostrategyfi )
Market Cap: ~$700K–$800K
Price: ~$0.0008–$0.001
24h Volume: Low
Why interesting: "Infinite bid" support, protocol locks nearly $1M+ in veAERO NFTs (per recent acquisitions/buybacks), removing supply forever while directing rewards to token burns/buybacks. Synergizes with Aerodrome metagovernance. Bull case: Microcap with 20-50x upside as locked value grows.
Deep dive: Team aggressively accumulates veAERO at discounts for ecosystem support. Unique tokenomics tie directly to Aerodrome emissions, pure Base-native degen strategy.
- $SUMR (@summerfinance_ Smart yield automation)
Market Cap: $10M–$13M
Price: ~$0.012–$0.014
24h Volume: ~$170K–$200K
TVL: Strong ($75M–$90M across vaults/protocols).
Why interesting: Ideal for parking stables/idle ETH, AI-powered keepers auto-rebalance for optimal yields across 70+ protocols. Veteran team with deep connections to large capital/institutions. Bull case: Passive yield meta + institutional inflows drive 5-15x.
Deep dive: Team shaped DeFi since day 1 (ex-Oasis/MakerDAO builders); professional, institutional-grade (dedicated page). High TVL and automation edge
- $TRUE (@llamaonthebrink / @Lumberg prediction markets)
Market Cap: $3M–$4M
Price: ~$0.03–$0.04
24h Volume: Low-moderate
Why interesting: Dominant Base prediction market; SINGLE best for long-term events (on-chain, no CEX restrictions/censorship, resolves far-out dates reliably). Bull case: Event-driven volume (politics, macro) yields 5-20x.
Deep dive: Team backed by key figures (Vitalik mentions/support); decentralized focus breaks info asymmetry. Some funding ($18M across similar platforms, ecosystem ties), strong for sustained markets, and renaming coming soon.
- $OVER (@Overtime_io Markets, sports/gambling)
Market Cap: $14M–$16M
Price: ~$0.23–$0.25
24h Volume: ~$30K–$40K
Why interesting: Leading on-chain sports/gambling (no KYC/limits, users as "house" via liquidity). Super Bowl LX is just weeks away, will be HUGE for volume spikes. Bull case: Event catalyst + gambling evergreen yields 3-10x short-term.
Deep dive: Team builds fully on-chain sportsbook; wide sports coverage. TVL/volume tied to bets
Overall Bull Thesis & Analytics: Sub-$15M caps (many sub-$5M) offer massive multipliers in recovery. IMO Superior tokenomics (rev share, staking, buybacks) + utility > pure memes (This is why I love Aerodrome/Dromos so much).
PS: I am a big fan of the Optimism Superchain ecosystem - so don't fade @inkonchain and what they are doing (another deep dive coming when time allows)