24h after:
Our 1% $DONUT bag is worth ~12k (~16k ath) which is a 6.5x
Expecting way higher, my target for this one is arround 20/30M since its doing 1/10 of @OREsupply revenue and people are just now finding out about it.
It could easily spike to 100k/200k daily revenue until EOY.
About $UPONLY
Impatient people wont win this one.
Just wait for @brian_armstrong to announce the first episode with @cobie and this one teleports to 10M+ (4.6k to 100k+ trade)
This is how you win in this shit market:
- Find goot projects early
- Focus on revenue and narratives
- Find bottomed charts with good catalysts
Don't buy tops.
Right now $7k buys you:
1% of $DONUT (trades at 245k marketcap)
> @OREsupply concept but on @base and @farcaster_xyz.
> Made more than their FDV in revenue in the last 3 weeks.
> Daily revenue over $12k making it the top 10 revenue generating protocols on Base according to @DefiLlama.
If we compare to $ORE revenue:
> $12k daily revenue vs $135k daily revenue (~10x gap)
> $250k FDV vs 375M FDV (x1500x gap)
Considering both gaps and doing some simple math $DONUT should be trading 150x higher from here. (1500/10)
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1% of $UPONLY (trades at 460k FDV)
> @coinbase bought the nft to make 8 episodes of @UpOnlyTV with Cobie for $25M (WTF).
> @cobie recently added @coinbase to his bio (maybe something)
> Odds of they starting filming the episodes in December been going up on @Polymarket.
When @brian_armstrong announced they bought the NFT the token ran from 0 to 10M and now its trading under the radar sub 500k
Once they start filming the episodes I see it becoming a major cult/memecoin on base that will go at least to 20/30M (45/65x).
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If everything goes well you could easily turn this 7k into multiple 6 figs.
These are my main bags on Base at the moment.
Don't buy tops.




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