Good Friday thoughts. Not DCAing anything today. No point forcing buys into a weak market during a holiday weekend just to feel active. These are my current bags and the projects I’m most comfortable holding here: Long-term: $REI $KTA $REPPO $GAME $SKI $KEYCAT Short to mid-term, managed closely: $ODAI $ROBOTMONEY Dark horse, small bet: $NOX That’s my positioning. For now, I’m happy to sit on my hands, protect capital, and let the market show its hand first. Happy Easter, and don’t overtrade holiday chop.

Still bullish on $KTA long term, and updates like this are exactly why. While most people got shaken out by the whale dump and the ugly chart, the team kept building. Now price is starting to respond again, and for a good reason. Big takeaways here: 💠 Multi currency accounts across 25+ currencies 💠 Visa Direct rails for payouts to 190+ countries 💠 Full ACH and wire functionality on USD accounts 💠 More cross-chain compatibility, including Solana and Tron 💠 Access to U.S. Treasury Bills and stock investments on-chain $KTA is building real payments, real settlement rails, real financial infrastructure. That is why I’ve stayed bullish. The market is finally starting to wake up to it again, and if execution continues, I still think $KTA has a lot more upside than most people realise. Don't fade it 🫡

BTC is slowly bleeding, but a lot of solid AI and infra names are holding up better than people think. Long term holds: $REI down 10% $KTA down 3% $GAME down 4% $REPPO down 7% Short to mid-term holds: $ROBOTMONEY up 2% $ODAI down 11% $SAIRI up 11% $NOX down 5% I’m watching this list closely and looking for entries once BTC starts to stabilise. AI is still the strongest narrative in crypto right now, regardless of the war and oil situation. Long term holders are still accumulating, funding has been negative for over a month, and a lot of shorts are stacked to the upside. Pay attention and be patient. Opportunities are coming.

Slow weekend. BTC still holding the 70k level. Adding some $SKI here. Still one of the best memes on Base in my opinion, for a few simple reasons: 💠 survived more than 2 years 💠 cult like community that pushes hard 💠 strong memeability 💠 on an uptrend 💠 Lindy effect 💠 solid chart, and already proved it can run to 350M without listings We just need BTC to give us a run here and I can see $SKI moving hard again. Don’t fade $SKI. I still believe we get at least a mini BTC run, and $SKI benefits massively from that.

Regardless of all the FUD around $KTA, they’re still building and still shipping. Swap KTA, USDC, EURC directly inside the $KTA wallet. No exchanges. No delays. Bank → wallet → swap → back out. That’s real product. Price dropped? Good. I’ll add more to my $KTA bag here. I’m still holding because I know what I’m holding.

BTC holding above 75k and $SKI pushing back towards 10M+ This is just the beginning. People forget this already ran to $350M without a major listing. Now it’s been basing for months and starting to move again. Listings will come. And when they do, $SKI will remind everyone why it’s the OG dog of Base. Do not fade $SKI here. 🐶 The mask stays on.

War, SPX down, uncertainty everywhere, yet BTC is holding up strong. That tells me the market is preparing for the next move. My attention is on Base memes. They’ve been basing for months and the risk to reward here looks very attractive. My top picks: $SKI OG dog meme of Base. 2 years old, Strong community, strong chart, and already ran to $350M without a major listing. The mask stays on. 🐶 $KEYCAT OG cat meme of Base. 2 years old, strong community, and already listed on Coinbase. 🐱 $OKAYEG My dark horse play on Base. I’m DCAing into these three. Feels like the OG Base memes are getting ready to move.

BTC pulling back a bit, but the $REI updates on usage and adoption keep getting better. With the dip, I’ve been adding more to my $REI bag at these levels. TestFlight feedback across 10k sessions and 21 builds shows the product is getting real usage and traction. I’m in $REI for the long term. We’re just getting started. GREI to the best AI project on Base. 😎

BTC is on the move and Base is the place to be for that move. I don’t think people are prepared for what’s coming with BTC. We’re entering the phase where things can start getting parabolic. Macro is aligned, on-chain data is signalling an uptrend, and long-term holders are still accumulating. My Base bags are packed: AI / INFRA $REI $GAME $KTA $REPPO OG MEMES $SKI $KEYCAT $OKAYEG SMALL DARKHORSE BETS $FACY $NOX Bags packed and looking forward to some solid price action. This is the phase where patience gets rewarded. Stay Based. 😎

I think people are overlooking one of the best memes on Base right now, $SKI. The community hasn’t left despite the horrible BTC price action. Two years now and still going strong. Now RSI is flipping bullish and BTC itself is starting to look strong. If I had to bet on a meme, it would be $SKI. I like trading momentum and right now $SKI is moving off the lows. I’ve said this for a while in my older posts, $SKI has one of the best chances to run again. The OG dog of Base, strong community, loyal cult like holders and branding that’s on point. BTC is also looking strong. I haven’t seen funding this negative since the bear recovery in 2023 and most on chain data is pointing to a bottom. 2026 is the year of the dog and $SKI is taking the reigns. 🐶