The current market downturn is a prime opportunity to accumulate memecoins, particularly on the Base blockchain. For a top-tier mid-cap investment, consider Midas (MIDAS), which uses a transaction tax to fund marketing and token buybacks. As a more established "blue-chip" option on Base, Toshi (TOSHI) is a safer play with a strong narrative tied to the founder of Coinbase. For a high-risk, high-reward trade, Brett (BRETT) could see a significant bounce of 2-4x after its 90% price correction. Finally, Blocky Boy (BLOCKYBOY) is a high-conviction play being re-accumulated due to its strong Matt Fury narrative and bullish chart formation.

Investment Theme: Base Chain Memecoins

• The speaker believes the current market downturn is a major opportunity to accumulate memecoins at a low price, specifically focusing on the Base blockchain.
• The Base chain is considered one of the hottest chains due to:
  • Coinbase introducing trading through DEXs on the Coinbase wallet app.
  • Speculation that BASE may launch its own token.
• The speaker notes that a potential "memecoin super cycle" could lead to explosive returns (100x is mentioned as possible but not something to chase). However, returns are highly dependent on the overall market behavior.
• Investment Strategy: The speaker advises accumulating when there is market fear ("when nobody wants to buy") and selling when there is euphoria and greed. This is contrasted with the common mistake of buying high and selling low.
• Key Narrative: The speaker suggests that while dogs (Doge, Shiba) are associated with Ethereum, cats are becoming a dominant theme on the Base chain, citing Toshi (Brian Armstrong's cat) as a prime example.

Takeaways

• The Base blockchain is presented as a high-growth area for memecoin investors due to its strong connection with Coinbase.
• Investors should consider the overall market sentiment. A broad "altcoin season" is likely necessary for the highest returns on these assets.
• Look for projects that show strong buying pressure during market-wide crashes, as this indicates resilience and strong community conviction. An example given is Go (GO), which recovered and made a new all-time high shortly after a major market liquidation event.

Midas (MIDAS)

• The speaker ranks Midas in the S-Tier, calling it one of the best risk-to-reward opportunities in the mid-market cap range on Base.
• It is themed around a bull, which the speaker notes is a historically bullish symbol in crypto (Mumu the bull from a previous cycle is mentioned) and fills a unique niche on the Base ecosystem.
• The speaker knows the team and believes they are "very good."
• Key Features:
  • It has a 2% buy and sell tax, which the speaker views as a bullish sign. This tax revenue is used for marketing, exchange listings, and buybacks, which helps the team maintain "supply control" and support the price.
  • The project has high-quality content, animations, and has engaged in real-life (IRL) marketing in London, similar to what Brett did before its major price increase.
  • The speaker called this coin in their private group at a $2.7 million market cap, after which it did a 3x.

Takeaways

• Midas is presented as a top-tier pick on the Base chain for investors looking for a mid-cap project with a strong team and unique branding.
• The presence of a transaction tax, often seen as a negative, is framed here as a positive feature that funds growth and price stability. This could be a key factor to look for in other projects.
• The project's professional marketing and active team are highlighted as strong indicators of potential success.

Toshi (TOSHI)

• Ranked in the A-Tier, but described as the "clear winner" when compared to Brett. It is considered one of the two "mascots" of the Base ecosystem.
• The narrative is very strong, as Toshi is the name of the cat belonging to Brian Armstrong, the founder of Coinbase. This makes it feel more "organic" than other projects.
• The chart is viewed as healthy, showing a pattern of higher highs and higher lows. At the time of the podcast, it was around $300 million in market cap and down about 60% from its all-time high.
• Considered a "safer" high-market-cap play within the Base memecoin ecosystem.

Takeaways

• For investors seeking a more established, "blue-chip" memecoin on Base, Toshi is presented as the top choice.
• Its strong, organic narrative tied directly to the founder of Coinbase provides a unique and powerful marketing angle that could sustain long-term interest.

Brett (BRETT)

• Ranked in the A-Tier alongside Toshi as a "mascot of the chain."
• The speaker notes it has a "cabal" (a group of insiders or large holders) behind it.
• The chart is described as looking "extremely manipulated" and "not looking that good."
• It has corrected heavily, down 90% from its previous all-time high of around $2.3 billion market cap. At the time of the podcast, it was at a critical support level around $250 million market cap.
• The massive retrace is presented as both a risk and an opportunity for a significant bounce (2-4x), with a return to a $1 billion market cap suggested as a possibility in a memecoin season.

Takeaways

• Brett is a high-risk, high-reward play among the larger Base memecoins.
• While its status as a chain mascot is a plus, the poor chart performance and heavy correction are significant risks.
• Investors might see the 90% drop from its all-time high as a deep discount, but should be aware of the risks highlighted by the "manipulated" looking chart.

Nala (NALA)

• Ranked in the A-Tier as a new, high-potential project. The speaker discovered it just a day or two prior.
• The narrative is based on a real-world cat that is supposedly one of the most viral cats on social media, holding a Guinness World Record with 4.4 million Instagram followers.
• This follows a similar successful formula to Manu, a previous 100x call by the speaker.
• It fits into the "cats on Base" narrative.
• The chart is described as being in an uptrend and facing a double top pattern. A breakout above this level would be "extremely, extremely bullish."
• Risk: The speaker notes there's a small chance the project's claims could be "LARP" (faking its success). It is also a very new coin, having launched only three days prior.

Takeaways

• Nala is presented as a speculative, early-stage opportunity for investors with a high risk tolerance.
• The investment thesis is based on a proven formula: a memecoin tied to a real-world animal with a massive social media following.
• A key technical indicator to watch is whether the price can break through its current "double top" resistance, which could signal a major move higher.

Other Mentioned Assets

B-Tier (Have Potential)

• Golden Donkey (GDK)
  • Context: More than just a memecoin, it is partnered with a German online casino (megasino.win). The casino's revenue is used for token buybacks on the chart, creating price stability and "supply control."
  • Takeaway: This is a utility-focused memecoin. The main concern is its low trading volume, which needs to increase for it to move to a higher tier. It could be a more stable hold compared to other memecoins.
• Grippy (GRIPPY)
  • Context: The speaker is personally bullish and made an 8x return on it previously. However, the chart has been "nuked quite heavily" due to the market crash and an ill-timed listing on the MEXC exchange. It has fallen into an "extremely cheap" zone on the Fibonacci retracement.
  • Takeaway: This is a very high-risk, high-reward situation. It's a "blessing in disguise" for accumulation if you believe in a reversal, but the chart is severely damaged. The speaker discloses that Grippy is a sponsor of the live stream.
• Mr. Miggles
  • Context: Was once considered a mascot for Coinbase. The chart and volume are "not looking that great," but it holds historical significance.
  • Takeaway: A speculative play based on its past narrative rather than current technicals.
• Ponke (PONKE)
  • Context: Originally a Solana memecoin that bridged to Base. It was a catalyst in the 2024 memecoin cycle but is not as active now.
  • Takeaway: An older, cross-chain play. The speaker notes they probably wouldn't buy it themselves.
• The Ski Mask Dog
  • Context: An "OG play" on Base that still has an active community on X (formerly Twitter). The speaker made money on it in its initial run.
  • Takeaway: Another nostalgia-based play that could have potential if its community can drive new interest.

C-Tier (Would Not Trade)

• Base Mog (MOG) & Shiba Inu (SHIB) on Base
  • Context: These are considered copies of popular memecoins from other chains (Solana and Ethereum).
  • Takeaway: The speaker advises against investing in copycat projects, as they rarely capture the magic or community of the original.

D-Tier (Avoid)

• Benji (BENJI)
  • Context: Extremely low volume ($53k). Has lost critical support levels.
  • Takeaway: Straightforward avoid. The speaker asks, "why the hell would I buy this?"
• AIXBT
  • Context: Volume is "basically non-existent."
  • Takeaway: Avoid due to lack of interest and trading activity.
• Andy on Base (ANDY)
  • Context: Described as having a "terrible" and "really bad chart."
  • Takeaway: Avoid due to extremely poor technicals.
• Mochi (MOCHI)
  • Context: Chart is "nuked," down over 90% from its all-time high with extremely low volume relative to its market cap.
  • Takeaway: A clear example of a chart to stay away from due to low volume and relevance.

Other Chains (Not on Base Tier List)

• Blocky Boy (BLOCKYBOY)
  • Context: A Matt Fury character (same artist as Pepe and Brett). The speaker made a 5x on it previously and is re-accumulating based on rumors of a "new leg up." The chart shows a recovery from near-zero to $1 million market cap and is forming a bull flag, which is a bullish sign.
  • Takeaway: A high-conviction, speculative play based on the strong Matt Fury narrative and bullish chart pattern. This is presented as a potential leader for the next "Fury run."
• Casper (CASPER)
  • Context: A memecoin on the BNB Chain. The narrative is a play on "CZ" (former Binance CEO). The speaker traded it for a profit and is now holding a small "moon bag." It appears to be forming a double bottom.
  • Takeaway: A high-risk gamble on the BNB chain with a decent narrative and a potential bottom forming on the chart.
• Momo (MOMO)
  • Context: The speaker made a 100x on this coin but is no longer holding it. The chart is now described as "terrible" and a recent pump looked like an "exit pump" by whales.
  • Takeaway: Despite having a strong community, the chart suggests large holders have exited. The speaker would not buy it now.