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In my watchlist, I’m starting to see traction building — especially on Base.
A few microcaps are already moving:
• Double-digit gains
• Some pushing +50%
That’s usually how early rotation starts.
What stands out:
Projects with
• Real development
• Clear token utility
• Actual revenue or usage
Especially in AI agents / agentic infra
If this trend continues,
this basket has the potential to produce 20–50–100x winners over time.
But only if we stay selective.
I’m actively digging deeper into the AI agentic space on Base
and using this phase to position.
Market still feels bearish.
We could see chop / sideways for 1–2 more months.
But that’s exactly when winners are identified — not when they’re obvious.
Stay early. Stay sharp.