Jimmy

gm
spicy chicken rice today
my average healthy meal in vietnam
really good to see that $ALFA non-stop pump
ready to push the $SIBYL buy button at any sign of stabilization
prices we are seeing now are nothing compared to what we will see in 3-6 months

gm
onchain a bit rapey
but it's not a reason to not treat us well
soon back to France to get some real almond croissant 🥐

weird gloomy days in saigon
being hit by many personnal stuff at the same time
will go in slow mode for few days
sending you love 🫶

eyes on INK chain
- received $100M invest from NASDAQ and
- dev started teasing ink szn
- PUMP added inkchain (fomo next?)
few bets:
- $ANITA : main memecoin, safest bet (4m mc)
- $SENTRY : launchpad from ink devs (token on rh, 12m)
- $XSPLASH : smaller launchpad, 360k (more degen play)
enjoy

gm
today we try a very nice western style roastery cafe in d7 Saigon
I would rate that americano 8/10
trenching has been very good the past week
better than ever actually
feeling that BTC is weakening so I keep ammos in eth/stable

state of the market:
- everyone looking for the next pons on other chains
- all memestocks launchpads pumped the past days
no idea how long the fomo will last
short term, money might rotate into their top memes
on my side I'm looking to the next non-crowded and super promising narrative:
→ AI + robotic
my fav lowcaps:
base:0x797f214a2cd64a4963a91fa21c8c55ec3eba4714 : agentic memory + compliance (base + virtuals partners)
base:0x23a2847d772803f9efc64b4277b782b06296fe51 : private cheap inference (10k$ revenues per months)
base:0x85eac631c800af804476b140f87039f742c28ba3 : @peaq of

gm
mood of the day: wait and see
my fav trades are compressing charts with real team building real product in a potential future trendy narrative
no stress, low risk, sizeable
they might appear after a cooldown
take care in the trenches, saw some nice wins being roundtripped to zero in 1 day

I like the comparaison between RAM and AI memory
old computers had almost no ram
that's what actually blocked the advances, not the cpu power
same thing is happening with ai right now, models get smarter
but AI memory still sucks or get super expensive in tokens
@sibyl_labs_ is a key player in that field (benchmarks + testers feedbacks proving it)
to understand its potential you have to see the big picture:
- what problems an effecient and cheap AI memory can solve
- what new techs it can unlock
the 364 teams working for the base:0x797f214a2cd64a4963a91fa21c8c55ec3eba4714 hackathon are going

remember that @base teased a network token since months
it would be in there best interest to launch it in the new bull cycle early days
if/when this happens, whether you like it or not
it will be base szn again
act accordingly

gm
it's hard to not getting fomo with all these hapenning on RH
tbh I faded most of them because the day btc shows weakness, 80% of them will go to zero
it feels like a local peak euphoria
while we see many dips on legit tech projects
I'm looking to DCA more base:0x797f214a2cd64a4963a91fa21c8c55ec3eba4714 and base:0x23a2847d772803f9efc64b4277b782b06296fe51

eyes on tokenised stocks meta on @base
liquidity will go where there are rooms to grow
having in WL:
base:0x5ab000ff9b9ffe0349ce5ffa5fd86f217c3680f5 : launchpad for tokens paired only with stocks + airdrops to fomo kols feature
base:0x0f61edbfe6cd86024c0f210c0695b08df55fdfc9 : launchpad for tokens paired with crypto and any kind of stocks
base:0xc6405d7a226e1c18e559be2f335f74c01ad07bf5 : equivalent of INDEX on base
degen play:
$MOMO: cat of google company paired with google stock (on stonkex)
no idea when it's good time to enter, depends on BTC

my humble view on the market today:
cooldown mode.
> RH still gaining ground but slighlty slowing down
> Base retracing, yet the last few days showed real interest is still there.
> meta remains tokenized stocks.
> Base could catch a bigger wave once RH growth slows.
$BSTONK is one to keep on the radar as it's the main stock pairing launchpad on base.
AI narrative probably takes the wheel again in a few weeks.

such a good time to be in crypto
fear -> extreme greed in only 10 days
expecting a short cooldown and then moon again
many rooms to grow for alts
high convictions on AI as it didn't run properly yet
$SIBYL stays my top one lowcap as it's one of the only that can actually generate revenues out of the crypto bubble
226 teams registered for the hackathon and supported by base + virtuals
imo we will retest ATH in september
waiting that time I enjoy some nice Bún Bò Xào (2.5$)

when your favorite kol was shilling $ANSEM at 300m+
it was time to buy $CASHCAT sub $5m
when NFT szn was in full run on RobinHood
it was time to load BASE AI blue chips
either you chase a running train
either you get a first class seat in the next one
gm

holding my $VIBES tightly
bull times are the best to launch and @vibestarterxyz is a top tier foundraising platform for it
all the funds are locked until projects deliver
some clean one featured on base: @CorvoEdge , @onetokenhub, @Loyal_Spark
others are coming on RobinHood as well
$115k marketcap for the platform token seems still cheap