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PumpFun made $700M in revenue. Then pulled a $1B token sale. Zero value stayed in the ecosystem. What if we can redo it on @basepumpFUN – with a better model? 🧵
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Tracking the most overlooked stablecoin stack $ENA
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Hot take: Projects on the Pre-TGE Leaderboard ≠ Good Products. > DCA trading... now rebranded as a “recurring buy agent”? > Token launched—but still gated behind “alpha user” access? > Just another bridge + swap + perps combo, but hey, let’s call it the “everything app.” We want to believe these are solid products—because our feeds are flooded with content that says so. But here’s the problem: This is how people lose money after TGE—aping into tokens without ever using the product. They’re not investing in products. They’re buying concept threads. But hey—if we’re just yapping and farming free tokens, why not, right?
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Base is no longer just PvP—it’s PvE now. Real-product tokens on Base are climbing fast as liquidity hunts utility. Here’s my Nansen filter to track where smart money is flowing: ➤ Base | 24h | Smart Money | Small Caps This surfaces tokens actively accumulated by top wallets. Some have already moved. Others haven’t yet. Example: CLANKER stands out on DEX Net Inflow—worth a deeper look. Let the metrics lead you. Follow the money. Ride the rotation.
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People are printing 5–6x on under-the-radar tokens on @base: > $MAMO: trending up, still underexposed > $GIZA: broke out 6x, whales active > $AAA: Arcadia back from the grave > $WAI: Virtuals beta = new cycle reboot? Tracked this using my own research + @nansen_ai data.
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