BASEd Penguin
19 Followers
I follow everyone back let’s cook together
Today is a good day on the market. We gonna enter Q4 hard!
Makro for crypto never been better, QE, banks, ETFs, institution, countries, stimmies, money supply up, rate cuts on the way. I refuse to believe that it’s over. For the last few months all I saw in the CT was fear. Plus people kept calling bear and cycle top based on what it was before. Is it that easy? CT is never right so it is best to counter trade it. How I see it going forward: Choppy/down next few weeks and bottoming phase as retail capitulates while whales accumulate (that’s what onchain says) Then strong rally into Q1 2026 when macro liquidity actually flows in and potentially ETF inflows accelerate. If you believe in the macro thesis, this dip is your entry. If you’re already positioned hold tight. Yesterday during the Inner Igloo Luca Netz mentioned, if you believed something before and nothing changed no reason to not believe it now. All I can say winter is here and that’s the $PENGU season.
Base will be cook of 2025 1. Massive existing user base - Base already has huge TVL, transactions, and active wallets that could airdrop to 2. Coinbase distribution - 100M+ users could access token directly on CEX 3. Revenue generation- Base earns significant sequencer fees that could accrue to token holders 4. Governance demand - Decentralization narrative for L2 governance 5. Precedent - ARB, OP tokens pumped hard on launch despite being "not needed" Don’t fade it anon!