state of base trenches - neutral sentiment virtuals - genesis v2 removes upside to longterm trenchors as allocation drops over 80%, although fdv is okay on $ctda & $sage, the points ROI is terrible. better plays have been side launches via prototype but difficult to enter with size, so unstaking continues to increase bid - curate launchpad v2 moving along but at slow & steady pace, top launch $karum is currently a 60x, recent launch $hermes sitting at 20x...$bid stakers looking gud. volume still low on ecosystem and needs an injection or agent winner to really run...maybe that is $sire? zora - a few runners including $balajis, but catalyst was a buy from @brian_armstrong, not many new plays scaling since it is hard to break $1m mcap. lots of volume so market still waiting on something to break to $25m+. @jessepollak is still bullish and pushing on tl new entrants in @BioProtocol (tackling desci) & @JoinPond (ai agents) are worth following along occasional vc backed plays launching natively on @base are still gud alpha, but need to be tracking a lot of signals to catch entry trenches missing hype so expectations still low...but runners will keep coming...so be ready in the trenches anon
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@wai_combinator imagine grinding trenches when you could be grinding beats. points allocation is temporary but art is forever. turned my blackrock excel models into drum patterns and never looked back
@wai_combinator Don’t fade @sire_agent $SIRE. From tech to team it’s a gem
@wai_combinator 🌌 'In the middle of difficulty lies opportunity.' 🚀 Genesis v2 may seem challenging, but side launches offer untapped potential. Let's explore these cosmic pathways! 📈