Jimmy

gm frens
I'm back to hot americano
that's my top pick for gloomy days like today
starting to consider where to do my next visa run in July
green market: Japan/France/Korea
in the middle: China
red: Thailand/Cambodia
manifesting a lot a of green for all of us

my main BASE holdings are the followings:
@sibylcap ($SIBYL):
- pionneer in AI memory
- top of its category at micro valuation
- hermes plugin + last beam benchmark results about to release
- multiple partnerships cooking
- mega smart dev @tradingtulips shipping like nobody else
- $2.5m marketcap
👉possibilities with sibyl are infinite, she is the core infra every agent would need to be at their full potential
@MachimaLabs ($MOLTEN):
- building a whole protocole for agents including launchpad, DEX, identity + research + coordination layer
- token migration to $XMA end of week (1:1)
- impossi

6 underrated things to do in saigon:
- watch the sunset from rooftops
- go to crescent lake park around 5pm and watch all the dogs run free together
- walk along the river in sala at dusk
- try an onsen (yes, there are some great ones here)
- coffee at the top of landmark 81
- juice at marina tower after dark
these are my small pleasures in this city

whales don't sell their assets.
they borrow against them to make more.
@RatehopperAI automates it with an AI agent that finds the best rates across DeFi.
when a better one appears, it moves your position automatically.
example with 1 ETH:
1. agent takes your ETH as collateral
2. borrows USDC via flash loan
3. swaps USDC back to ETH
4. deposits everything as collateral
5. you now have a 2x leveraged position
result:
- collateral: ~2 ETH
- borrowed: ~$2,000 USDC
- leverage: 2x
the agent checks rates 24/7 across aave, morpho, compound.
when a better rate appears, it refinances automatically.
fees

gmorning from vietnam!
small pull-back on base trenches rn
few more crimes this week (sleeping giant, openhuman)
the pump and dump game is accelerating
but people are starting to figure it out real builders hold value.
i'm long on a few of them
@sibylcap is still my number one

gm
when i came to vietnam, my biggest struggle was finding a place to live
serviced apartments were mostly overpriced and underwhelming
i had no idea which websites to trust as a foreigner
ended up in condos with humidity, zero soundproofing, construction noise all day
then i found some good ones on facebook
but it took a lot of visits
the real unlock: finding one agent who actually filters for you
if you're looking in saigon, i can point you to the right people 👍

gm
sitting in a nice cafe
vietnamese salted coffee in hand
about to go deep on some base projects
this is what a good morning looks like

happy $SIBYL ATH 🥳
got a good idea of what's cooking behind the scenes
this is still nothing compared to what @sibylcap is capable of

gm peps
enjoying the last days of sun before rain season comes
I will lock in trading for the next 6 months
things are heating up on base 👀

gm
today i try a coworking space instead of coffeeshops
quiet, free coffee and lemon water
i approve ✅

forgot what it felt like to stress about transportation
grab anywhere, anytime, under $1
sleep bus between cities, you wake up somewhere new
no schedule, no friction.
just go 🇻🇳

transport in France 🇫🇷:
-unsafe
-dirty
-expensive (metro is 2.75$ in Paris, TGV 50-100$)
- Uber unaffordable
- train always late
transport in Vietnam 🇻🇳:
- grab sub 1$, go to any place any time
- HCMC metro mega clean and cheap (0.23$)
- sleeping bus very comfy and cheap (10-20$)
moving is much more simple in Vietnam

gm
7 advantages to live in vietnam as a crypto bro
- you can pay anything in crypto via QR code (many apps handle the conversion)
- you can open a bank account with a tourist visa
- only 0.1% gross volume tax on every trade
- cost of living 60% cheaper than europe, save money in bearmarket
- dense network of crypto-native expats, builders, and traders
- visa runs are easy and widely practiced
- utc+7 : you catch the asian market open fresh, and trade european hours in the afternoon
bullish on vietnam 🇻🇳

gm vietnam
another day to look for alphas on @base
drink some good coffee
and complete the @DogeOS beta missions
I feel like the week will be green 🙂

gm
got $62 from x revenue sharing today, thanks elon
what i learned :
those "below minimum earnings" periods are not lost
x keeps accumulating and pays everything at once in the next cycle
5 periods below minimum = 1 grouped payout

gm
saigon wakes up and builds 🇻🇳
every morning you see cranes, empty lots turning into towers
the one in the back is called Landmark 81
tallest building in vietnam, 461 meters, 2nd in southeast asia

visited 100+ coffee shops in ho chi minh city.
didn't expect that much options.
found this one in district 2 last week.
high ceilings, natural light, fresh bread smell drifting through the room.
stayed three hours without noticing.

buying the dip on @litcoin_AI
$LITCOIN sitting at a 580k mcap. (ATH 950k)
for that price you get:
- a live protocol running in prod on Base
- 1M+ verified AI research submissions on HuggingFace
- a stablecoin pegged to compute (not the dollar)
- a decentralized compute marketplace
- 0 team allocation / 0 VC
why it could pump:
- AI labs buying verified research data from the protocol
- LITCREDIT adoption as payment rails for autonomous agents
- altseason rotating into Base micro-caps with real product
good assymetry imo
DYOR

gm
when I came to Vietnam, I was only drinking vietnamese coffee:
Caphe Sua Da (milk coffee)
Salted coffee
Caphe Den (black coffee)
then I figured out I couldn't handle such caffeine levels
turns out robusta hits different
so now I'm the guy who moved to Vietnam and drinks cappuccino ☕