Reaper

Got some new alpha from Mateo and decided to update my thesis on $BASEMATE. The core thesis still holds: this isn’t some random meme agent coin. $BASEMATE is the native AI agent built straight into Base app group chats, turning every conversation into a programmable coordination + DeFi execution layer powered by Base MCP tooling. The features I called out before are still absolutely printing: • Grab any link from the Base App trading feed → paste it in group chat + tag Basemate → whole group gets instant token breakdown + one-click trade • Deep Bankr integration so groups can launch tokens together • Morpho/Moonwell yield, Uniswap/Aero swaps, Avantis perps, copy-trading, everything happens right inside the chat @0xteo went from nothing to getting featured on the @base app homepage in literal days, sitting right next to @bankrbot. Every group that adds Basemate starts executing onchain together. Adoption → activity → revenue. And just now Mateo dropped the latest cook, World Cup is here and Basemate is bringing The Beautiful Game straight into Base app group chats. Match cards + P2P Picks live inside the chats. Full feature launch coming soon 👀 But the real alpha he just slid in my DMs? The unannounced update that changes everything. He’s cooking a brand new public metrics dashboard, first time any agent coin is gonna show live, transparent usage data straight from the Base app group chats. Total users, token launches, clicks, button actions and even revenue… the whole flywheel in public. Right now it’s still under development, but soon enough it will be public for everyone to see for themselves. @0xteo and his team are building like maniacs, dropping new features every single day. Token utility is coming really soon and once it lands, the real value accrual begins. In my opinion, $BASEMATE at current levels is still criminally undervalued. Violent repricing coming. Study it before the rest of Base does. @basemateagent

Every app eventually becomes a chat. Every chat eventually becomes an agent. Thanks for having me on bro 🫡

What do you guys think about the gaming meta on Base? Do you think a gaming project could perform well at this stage of the cycle? My view is that gaming could be a strong onboarding tool for normies. It's easier for most people to engage with a game than with more complex crypto products, and that could help bring new users into the ecosystem. I also think gaming projects may have a better chance of receiving support from the @base team if they can drive meaningful user activity and retention. Curious to hear everyone's thoughts.

$BASEMATE ready for the next leg up? 👀

@metrpay Gm

gm agents

@0xteo @avantisfi @AvantisIntern Revolutionary

Send it to $10M minimum

Basemate Metrics go brrrr

Sub $500k btw, this should already be 10M+

One more day until the market opens and I can get back to building/testing Mobile Base Accounts @basemateagent on iMessage 👀 Who can I chat with at @CoinbaseDev about the Apple Pay on-ramp? On Friday, I bought $SPCX without opening a single app 🤯

@0xteo @basemateagent @CoinbaseDev @Nibel_eth @jessepollak @Jnix2007 Wow

@0xteo @basemateagent @CoinbaseDev @Nibel_eth @jessepollak @Jnix2007 Wow

@JuneH16529 Agreed!

@_0xReaper 超越bnkr 只是时间问题

Got some new alpha from Mateo and decided to update my thesis on $BASEMATE. The core thesis still holds: this isn’t some random meme agent coin. $BASEMATE is the native AI agent built straight into Base app group chats, turning every conversation into a programmable coordination + DeFi execution layer powered by Base MCP tooling. The features I called out before are still absolutely printing: • Grab any link from the Base App trading feed → paste it in group chat + tag Basemate → whole group gets instant token breakdown + one-click trade • Deep Bankr integration so groups can launch tokens together • Morpho/Moonwell yield, Uniswap/Aero swaps, Avantis perps, copy-trading, everything happens right inside the chat @0xteo went from nothing to getting featured on the @base app homepage in literal days, sitting right next to @bankrbot. Every group that adds Basemate starts executing onchain together. Adoption → activity → revenue. And just now Mateo dropped the latest cook, World Cup is here and Basemate is bringing The Beautiful Game straight into Base app group chats. Match cards + P2P Picks live inside the chats. Full feature launch coming soon 👀 But the real alpha he just slid in my DMs? The unannounced update that changes everything. He’s cooking a brand new public metrics dashboard, first time any agent coin is gonna show live, transparent usage data straight from the Base app group chats. Total users, token launches, clicks, button actions and even revenue… the whole flywheel in public. Right now it’s still under development, but soon enough it will be public for everyone to see for themselves. @0xteo and his team are building like maniacs, dropping new features every single day. Token utility is coming really soon and once it lands, the real value accrual begins. In my opinion, $BASEMATE at current levels is still criminally undervalued. Violent repricing coming. Study it before the rest of Base does. @basemateagent

@0xteo is Goated🔥 Hard working, honest and transparent Not fading the $Basemate team

@0xteo @kaspellion @basemateagent I agree because @0xteo is amazing

No more selling on base:0x07e61d8a4e197dfc269e90d7ece1df0d26702ba3 All sellers are out We just need to wait for some volume on Base and it goes straight to $1M

@oxbmt Posted

@_0xReaper Now ?

I’ll post my $Metr thesis in a bit This dip was delightful 😁

MetrPay has officially started rolling out token utility. A lot of agent tokens are still running on hype, but $METR is taking a different approach by building payment infrastructure for the emerging agent economy. Autonomous agents don't operate on predictable schedules. They spin up compute, inference, GPUs, or coordinate with other agents in short bursts that can vary significantly in duration and demand. Traditional subscription models aren't designed for that. @metrpay addresses the issue through metered billing: start a session, end a session, and settle instantly using prepaid USDC or native tokens. The platform offers simple API integration for both developers and agents and is already live on Base, Solana, and Polygon. The product is already being used, with merchant integrations in place and agent-to-agent transactions generating volume. Revenue is coming in daily while many projects in the sector are still at the pre-product stage. Token utility is now beginning to take shape through holder benefits, governance for top holders, flywheel mechanics, Metr Card integration, and a roadmap toward revenue sharing and staking. At roughly a ~$96K fully diluted valuation, with real usage and a track record of consistent product releases, $METR appears significantly undervalued relative to the scale of the opportunity emerging around the agent economy. Led by @godcandle, the team has stayed focused on building. Product delivery has remained consistent, marketing has been relatively restrained, and development continues to move forward steadily. The chart appears to reflect community conviction more than short-term speculation. MetrPay is building core infrastructure for onchain AI and the machine economy. It's still early, but the project already has tangible traction and momentum continues to build. High-conviction opportunity. $METR CA: 0x13D858b18F5a3fFfC78b2014b4783d0a81255bA3

Once the update I’m talking about in my thesis goes live, we’re going to explode $Basemate