Eric | Selected Investments
by SelectedInvests
6 tweets
Base Network Growth
Base TVL is approaching all-time highs at $5.52B, driven by surging stablecoin supply and expanding on-chain tokenized equities. This ecosystem activity creates tailwinds for foundational protocols and AI agents operating within the network.
- Aerodrome Finance (AERO): Positioned to capture heightened on-chain trading volumes as Base network TVL nears all-time highs.
- Virtuals (VIRTUALS): Benefiting from rising network engagement and the broader expansion of AI-driven token ecosystems on Base.
- AskSurplus (ASKSURPLUS): Usage metrics hit all-time highs with a 50x jump over two months, reaching 107B input tokens.
Tokenized Stocks & Memes
The narrative around tokenized equities and paired meme assets is migrating across chains, with NVDA earnings serving as an immediate catalyst. Trading volume remains concentrated in leading tickers while secondary meme tokens lag.
- AI (AI Token): Outperforming ecosystem peers as a key meme-stock pair anchored to NVDA ahead of Wednesday earnings.
- Alphabet (GOOG), Apple (AAPL), & Meta (META): Tokenized versions of major tech equities arriving on-chain to drive fresh volume to Base.
- Stonkbroker (STONK): Highlighted as the main play on Solana via LaunchOnSF as this narrative expands beyond Robinhood.
AI-generated summary. Not investment advice. Learn more.
Latest Content
Top assets covered by @SelectedInvests
The 12 most-discussed assets across @SelectedInvests’s content on Kazuha (out of 20 total).
@SelectedInvests’s sentiment — last 30 days
Aggregate of all sentiment-scored insights from @SelectedInvests in the last 30 days.
Frequently asked about @SelectedInvests
What does @SelectedInvests talk about on Kazuha?
Kazuha indexes 6 posts from @SelectedInvests, with AI-extracted insights covering 20 distinct assets (stocks, ETFs, cryptocurrencies, and other investable assets).
Which assets does @SelectedInvests cover the most?
@SelectedInvests's most-discussed assets on Kazuha are BUTTHOLE, NVDA, FROGE, STONK, AAPL. See the "Top assets covered" section above for the full breakdown with sentiment.
Is @SelectedInvests bullish or bearish right now?
Mostly bullish. In the last 30 days, @SelectedInvests had 16 bullish, 5 bearish, and 3 neutral takes across all assets they discussed (per AI-extracted sentiment scoring on Kazuha).
Where does Kazuha get @SelectedInvests's insights?
@SelectedInvests's publicly available content (podcast episodes, YouTube videos, or X/Twitter posts) is transcribed and analyzed by an LLM that extracts the assets discussed and the speaker's sentiment toward each one. Each insight links back to the original source.