Joined January 2022
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- Followers 19,966
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Pinned Tweet
29 Sep 2024
This been my thesis since 2023 for the OG eth coins - $SPX, $MOG, #HarryPotterObamaSonic10Inu - coins with provenance that started much of what’s seen throughout crypto this cycle.
If u are actually in the game, u know $SPX. If u don’t, then tbh ur not in the game so idc about ur opinion. $ADA community welcomes u with open arms
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BasedGod 💹🧲 retweeted
Jun 13
Update (1/3):
I have officially pushed a reskinned fork of Uniswap frontend up to IPFS. It is extremely minimalistic, only allowing basic SPX swap functionality right now. It relies on public RPCs only (can adjust if too slow), minimizing central points of failure.
We don't ever have to worry about Uniswap banning the token again. It uses all their contracts under the hood, just another frontend to purchase SPX through.
Please test it out:
- spxswap.eth.limo
- swap.dcaeon.com
- Check out the github releases page for the most updated CID: github.com/Cogni-Technology/…
The code for this is completely open-source in a GitHub organization I created as part of my commitment during my Amsterdam talk. Reach out to me to become a maintainer, and start submitting your projects to be open-sourced and available for the whole community. Please check it out, submit improvements, and start coding with me here:
github.com/Cogni-Technology
Updates 2/3 and 3/3 coming LATE
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😏
Jun 7
if i was a man who had to pay $4000 to have lunch with a woman i’d probably kms
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BasedGod 💹🧲 retweeted
Jun 7
You think cryptocurrency is dead?
It’s just beginning.
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Jun 6
Noticing a pattern here
x.com/bluelightcapit1/status…
BREAKING: President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters.
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Jun 6
Still speculation / early, but it feels like the seeds are planting to head down that path later on (after a real correction)
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May 29
Not sure how much I'm gonna post here yet, but if interested
open.substack.com/pub/basedg…
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May 28
This guy works at McDonald’s, he has 2 followers on fomo, 1 is a bot, 1 is called riselsonalves who’s his coworker. His last tweet was October 2025 shilling a bracelet collection from a small business
He saved up 3 paychecks and bought a memecoin on monad bc he thought it was cool and YouTube told him monad was the next best thing
He’s up 900% and it’s still only 200k mkt cap, no one even knows this coin exists
This is how hero’s are made
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May 27
The narrative for Crypto underperformance that seems to make rounds every few months is extremely misleading IMHO
a) liquidity expansion overall from 2023 has been relatively mid, there was a slight ramp from 2023 to 2024, then a very small ramp early 2025, but overall nothing like previous "cycles" - x.com/BlueLightCapit1/status…
b) "stocks" are not doing great, the industries benefiting from a the 6 trillion dollar CAPEX injection are doing great
- Most broadly are suffering from the same lack of liquidity expansion. Most economically sensitive sectors topped relative to SPY around Oct/Nov 2025 (like crypto)
-Mag7/SPY basically mirroring $BTC performance topping a month after $BTC. Isolating underperformers like $MSFT, you can see the relationship even clearer
- Main $ flowing = the 6trillion CAPEX spend -> the companies that benefit have had huge ramp in earnings (drive up stock price; not hard to understand)
- It's so narrow that the "AI beneficiaries" are estimated to account for nearly 50% of the entire FY2026 EPS growth for the S&P500 -x.com/MikeZaccardi/status/20…
TLDR; Underperformance isn't crypto specific - The liquidity environment has been mid for years, most industries are also lagging/"stocks" have not been doing that great overall, main source of $ in the entire economy (GS estimated to be 50% of S&P EPS for FY26) is going to companies building out AI infra ... there's only "so much money in the system" rn so it's not shocking money has piled into those names driving extremely narrow outperformance.
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May 27
Arthur Hayes: the thing that ends this bull market isn't a recession or a Fed pivot...
It's AOC.
"I think she is going to be the Democratic nominee for 2028. And I think investors are going to freak the f*ck out."
If she starts polling well, investors holding AI stocks at 100x revenue will have to start asking what a 50% AI tax will do to valuations.
"And once you start asking questions about the future like that - it's over."
FT @CryptoHayes @ilblackdragon @andyyy @robbieklages @therollupco.
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Listened to a stream where the thesis for full porting Micron with modest leverage here was:
- That it's safe bc it's making advanced tech critical for AI
- Growing revenue at 400% in a year and can't supply all the orders
- You're effectively not taking much risk bc the P/E is 5x, "Mind blowing the market is allowing to buy this cheap"
I've been a $MU Micron bull for years, but holy sht man
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BasedGod 💹🧲 retweeted
May 11
The Economist's new "How to Invest" edition isn't out yet — but you can already search inside it on Google
Every major crypto and memecoin checked
Only THREE mentioned multiple times: BTC, ETH and SPX6900
The authors?
→ Ex-Bank of England & IMF economist, ex-CIO at a US wealth mgmt firm, ex-MD at Merrill Lynch
→ Ex-Senior Advisor to a major sovereign wealth fund, ex-Merrill Lynch, ex-Mercury Asset Management, former Finance Professor at Warwick Business School
→ Economics Fellow at Trinity College Cambridge, Reader in Financial Econometrics (Emeritus), Honorary Member of the Institute of Actuaries
They're the people who advise the people who move markets
Something is brewing in trad-fi
You're simply not ready
(also see screenshots below)
$SPX SPX6900
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May 8
Most of the new Gen are still missing the bigger picture of what a "memecoin" really is - there is a difference between a memecoin and a shitcoin
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May 7
This is why coins like solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr SPX6900 have a big MOAT as well
There's no $ETH vs $SOL vs $BNB vs OG vs BAGS vs. right name version vs. creator onboard vs. fee's for cash back vs. whatever other insanity ppl come up with (like the 7 asteroids).
There will only ever be the one SPX6900 and it cannot be replicated
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BasedGod 💹🧲 retweeted
May 7
We are essentially approaching, or already in a quasi-Weimar Republic era for fiat currencies.
In this regime, the best thing you can do is to identify and own (a) scarce non-consensus assets that (b) you believe will move more towards consensus and (c) have a high sensitivity to capital inflows (i.e., assets with tightly held and finite supply where you think flows will trend to).
If you’re buying cash flow-oriented assets or businesses, you now need to account for the sensitivity of those valuations to both fiat debasement AND future capital inflows. You need to understand how much the fiat debasement offsets the benefit of these “internally” generated cashflows.
When you think deeply about this, you will arrive in a strange place where many cash flow-producing assets are not as well positioned to benefit because they have lower sensitivity to inflows. Sensitivity to, and realization of, future inflows is a dominating force in the markets today.
This is why you will see many non-cash flow-producing assets outperforming perceived “higher quality” cash flow-producing assets. Because the sensitivity and realized future inflow fundamentals are better in those former instances.
I believe this will continue and get even more interesting and surprising.
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May 6
You were early buying semi's in 2022-2024.
You are no longer early.
Sincerely,
Someone that was early pounding the table shoving instutional money into the names
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May 6
i also have a tingle that alot of spend has been pulled forward heavily bc they want to take advantage of trump's deregulatory / free market approach to the private sector vs. dem's would push regulation
"lets spend as much as we can now to build out the infra as fast as possible before democrats take the house/presidency and start enforcing regulation"
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May 6
is what I'm trying to think through now some thoughts:
- LT software is a good place to dig, markets not completely wrong that AI changed the game there, but there are definitely companies that may actually be a net beneficiary of all this AI development where multiples have been priced to reflect AI destruction. Can be patient by buying incrementally/will take time to play out. Also have to be cognizant of the current multiple bc if still high TTM your betting to much on multiples going back to pre-AI elevated levels (not a good bet) vs. ideally want something below mkt multiple / PEG < 1 where fwd estimates have drawn way down and are rly mismatched with even a conservative take on ur own fwd estimates
- Crypto unironically looking cheaper everyday lol, CIRCLE for stablecoin exposure
- LT uranium bottlenecks like SOLS & LEU are interesting but can take some time to play through, progress toward nuclear's being made but still relatively low capacity / takes time to get built
- PM metals consolidation still underway but still in a secular bull imo. Rare earths like MP looking interesting too (shorter term; look at MP)
- FXY (Yen) hedge looks interesting with the BoJ not having much of a choice when it comes to raising rates (dumb they didnt last meeting, but longer oil elevated options running thin) a japan first PM (been a while)
Overall still thinking through, cash earns money now for the first time in a long time as well fallen angle corporates (*short/mid duration*) yielding 7-8% not bad either
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