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Feb 13
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LONG
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Thread Guy
Crypto influencer, independent
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"Interestingly, the agents have chosen Base... It kind of feels like banker [Base] is just going to win if agents keep going the way that they are right now." While Thread Guy criticizes Coinbase's marketing, he acknowledges that the actual on-chain activity for the emerging "AI Agent" meta is consolidating on Base. LONG the Base ecosystem (proxies/memecoins) as the home of AI agents. Agents migrate to Solana or another high-throughput chain; Coinbase regulatory issues. |
Thread Guy
The Bear Market is OVER. Stocks are about to ...
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Feb 11
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LONG
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Thread Guy
Host
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Stripe announced payments on Base for AI agents; Coinbase launched "Agentic Wallet" allowing bots to hold identity and transact without humans. The crypto industry is pivoting from "human users" to "agent users." As AI agents (like OpenClaw) proliferate, they require permissionless, 24/7 payment rails. This creates a massive new Total Addressable Market (TAM) for the infrastructure providers (Coinbase/Base) that service these machine-to-machine transactions. Crypto gets "bailed out" by the AI boom. Long the infrastructure facilitating agent payments. AI developers bypass crypto rails for traditional fintech solutions if regulation stifles adoption. |
Thread Guy
The Financial Market Is About To Change FOREV...
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Feb 10
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LONG
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Thread Guy
Crypto Commentator / Streamer
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The speaker states, "There are some things that are happening that are exciting in crypto right now. And dude, they're just happening on Base." He contrasts this with the stagnation seen in other chains. Capital and attention are rotating from legacy chains and even Solana towards Base due to the proliferation of AI Agent projects (like Banker and Clanker) launching there. This concentration of innovation creates a flywheel effect for the Base ecosystem. LONG. Follow the developer and innovation migration. Base does not have a native token, so exposure must be through ecosystem assets which carry higher volatility. |
Thread Guy
Crypto is BOTTOMED. Is the Bear Market OVER? ...
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Jan 30
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LONG
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Thread Guy
Crypto Commentator / Streamer
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"This all AI [__] is happening on Base, not even happening on Pump Fun." Previous cycles focused on Solana (Pump.fun) for memecoins. The current viral narrative (AI Agents/Moltbook) is natively launching on Base. Volume and developer attention are shifting chains. To capture the AI-Crypto beta, one must be active on Base rather than Solana for this specific rotation. LONG the underlying ecosystem/chain where the viral innovation is occurring. Base does not have a native token (ETH beta), so exposure must be through specific ecosystem assets or ETH. |
Thread Guy
Crypto Trading is BACK! + Gold & Silver CRASH...
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