P/Rev multiples at crazy value if you care about fundamentals in crypto

LA friends come to USC blockchain conference tomorrow!! Lots of good speakers. If there come say hi! Fight on!!!

Clanker team raking in cash. Very smart business move to take swap fees, instead of bonding fees like pump.fun.

Virtuals - once the standout project on Base - is now essentially dead. Yesterday, there were zero new AI agent launches. However, the Virtuals team demonstrated foresight by diversifying their treasury beyond VIRTUAL tokens to include wBTC, preserving their runway and keeping a potential recovery on the table. I still... Show more

Max pain

A crypto driven sell off has happened from January 7th - February 19th. A macro driven sell off has happened from Feb 19th-Today. Really interesting sector and price breakdowns between the two.

gm Silver tribe

Financial breakdown for Base. Shout out Blockworks for the data. Onchain = transparency.

Since I know everyone here loves Base, and rightfully so... it's crazy how dominant Base has been in the L2 space in terms of revenue.

@jesse.base.eth @aneri.base.eth FYI base scan doesn't show pricing for a lot of this new AI agent stuff. Makes it misleading how much is in your base wallet. For example, attaching picture.

Playground team ships 📈

Anyone else feel like spam on here is way up, quality of posts is way down... or just me?

If you are going to be in Nashville next week would love to connect. Hit me up.