Musing Mind trading Journal

What else are guys looking to buy or adding on the dips? Let me know in the comments. Looking to start deploying a small part of the stables. Might add more depending on how the market behaves on Monday US market open.

Also, Jesse (Base lead) has already mentioned it a couple of times as Base’s version of Railgun. If the privacy meta grows there is always a chance in the future that Coinbase can list it. https://x.com/jessepollak/status/1887942748394959173 https://x.com/jessepollak/status/1875322336108564637

Added some more $VEIL on the dips. Zcash not only recovered from the crash but broke past the previous top and is looking very strong. Other privacy coins have also been doing well. Currently at $11M Mcap. I think Coinbase and Base backed privacy protocol can go much higher. https://dexscreener.com/base/0x7f1a5b66ba3bb56c4b68cfc353a5e041c9763a4c

The past 12 hours have been the most brutal I have ever seen in crypto. I thought the Covid crash was the worst, but this was probably much worse- many big alts went down by 70–80% for a while due to a liquidation cascade. Talking in numbers: • Covid crash: $1.2 billion in liquidations • FTX crash: $1.6 billion in liquidations • Today: $30–40 billion in liquidations (estimated) This is the biggest liquidation event in the history of crypto almost 30–40 times larger than the COVID crash of March 2020. If you have survived this, kudos to you. If you lost significantly, all I can say is: be more focused, sit down, and assess what went wrong- how you could have played it differently and managed your risk better. If you couldn’t survive, my empathy is with you. Please feel free to DM me- we can discuss and figure out ways to rebuild yourself and your confidence. What’s next? I’ve survived the BTC crash from $21k to $3k- a brutal time when all my belief systems were destroyed and my mind went blank. I survived the Covid crash, the Luna/FTX/3AC cascade and even the Trump tariff mania crash. So, what I can tell you is: things will definitely get better over time. What do we do now? We reassess all our positions and slowly get rid of low-conviction ones. We look at all the tokens and see which ones were the strongest to bounce back. Ideally, focus on those with solid revenue streams and strong thesis/catalysts, and slowly redeploy into the market as we feel comfortable. GL Degens, Stay sharp. https://x.com/prateek0x_/status/1976914239609573382

$VEIL men

It's clearly privacy meta. $VEIL is leading the charge. But I feel it might still be very early and it goes up much higher. Coinbase-backed privacy coin at $15M seems too cheap if you compare it with main runners like Railgun, Zcash, Dash, etc. https://x.com/Veildotcash/status/1900225372374831351

Comparison of Veil cash, Zcash, and Railgun

Found a good competitor to Railgun ($270M)/Zcash ($3.5B), both of which are being shilled by Vitalik and Naval Sitting at just $6–6.5M MCap, backed by Base Eco Fund/Coinbase Ventures. $VEIL is a Base-native privacy protocol using zk-SNARKs, where verified users (Coinbase Onchain Verification, Binance BAB, Ethos reputation) can deposit, send, and withdraw privately. Privacy Stack Comparison: Both Veil cash and Railgun ($270M FDV) leverage zk-SNARKs for private DeFi on Ethereum-compatible chains: • Veil cash → Base-native, simpler UX, lower fees, verified users • Railgun → Multi-chain, more complex, higher fees • Zcash → Separate L1 using zk-SNARKs for shielded txns; strong privacy but high gas & low composability Backing: Backed by Base Ecosystem Fund / Coinbase Ventures. https://x.com/Veildotcash/status/1900225372374831351 Social Proof: • Followed by Base handle, Jesse (Base Lead), multiple Coinbase/Base team members, Alliance DAO founder, Scroll founder, and other top-tier accounts. https://x.com/Veildotcash/followers_you_follow • Founder Apex is also followed by: Base, Bankless founder, Horse, 0x Project, ZapperFi, Scroll, Syndicate, Definitive, Messari, Polymarket, Aerodrome, Framework Ventures, Eigenlayer, and more. https://x.com/apex_ether/followers_you_follow Narrative Fit: Ethereum Foundation has been actively pushing privacy protocols, and Veil fits perfectly into this emerging meta. https://x.com/ethereumfndn/status/1975955009826386208 Recognition & Partnerships: • Mentioned on Bankless alongside Tornado Cash & Privacy Pools https://x.com/apex_ether/status/1974527555404526011 • Partnered with Maestro Bot https://x.com/MaestroBots/status/1971620796876366199 • Integrated with Ethos Network https://x.com/ethos_network/status/1971281265971298479 • Featured on EthOS Phone https://x.com/apex_ether/status/1970499527481147812 • Built a mini app on Farcaster https://x.com/Veildotcash/status/1958985518856708517 TL;DR: Base-native privacy primitive backed by Coinbase Ventures, already tied into Base’s growing ecosystem and on-chain identity stack (Coinbase Onchain, BAB, Ethos). If privacy meta catches hard- Veil cash could be the compliant, retail-friendly privacy layer for Base. At $6–7M MCap vs. Railgun’s $270M and Zcash’s $3.5B, the asymmetry is 🔥 https://dexscreener.com/base/0x7f1a5b66ba3bb56c4b68cfc353a5e041c9763a4c CA: 0x767A739D1A152639e9Ea1D8c1BD55FDC5B217D7f

Found something very interesting on Base. Posting my research soon.

Hey CZ. Thanks for vamping your own chain’s meme runners with a new shitty launchpad format where Binance users can dump on the whole world. Trenches will remember 😭

GCR whatta G

I found out there are unlimited articles from mainstream Chinese news media that explicitly describe Memecoins as “Air coins” I think Air coin goes a lot bigger and we are very early, while random tickers on Bsc are going to 25-50M. https://dexscreener.com/bsc/0x5e34f8cd2a9178c2fdccdf7ce 19e49a419c35a29 Here are all the articles below dating back to a few years. https://wallstreetcn.com/articles/3713450 https://cj.sina.cn/article/norm_detail?url=https%3A%2F%2Ffinance.sina.com.cn%2Froll%2F2025-01-19%2Fdoc-inefqmni9869947.shtml%3Futm_source%3Dchatgpt.com&from=redirect&autocallup=no&isfromsina=no https://www.mycaijing.com/article/detail/539083?source_id=40& https://blog.wenxuecity.com/myblog/23244/202508/17495.html?utm_source=chatgpt.com https://tidenews.com.cn/news.html? https://zhuanlan.zhihu.com/p/30756623073? https://www.stcn.com/article/detail/944309.html?utm_source=chatgpt.com https://www.takungpao.com/finance/236135/2025/0123/1053801.html? https://blog.wenxuecity.com/myblog/23244/202508/17495.html?

Ok. I found something really really interesting. Holy fuck

I think we might see some billion-dollar meme coins coming out of BSC. So far it has been BSC/Binance-themed coins like 4, 币安人生, Palu has been running hard. I think there will be some general/normie-friendly tickers gonna get added to the top runners list. If Aircoin survives this wave of rotating capital it has a good chance of being one and if not. It was all air anyways. https://dexscreener.com/bsc/0x5e34f8cd2a9178c2fdccdf7ce19e49a419c35a29

There might be PVPs and shit. But remember, there is only one air coin which is 2 months old. It did 4x for us and now kinda getting PVPed it seems. am just gonna hold it tight. https://x.com/ZC_doge/status/1975618810687463840 https://x.com/reams8k/status/1975602560380866710 https://x.com/leslieloser_/status/1975624201836097978 https://x.com/zt100x/status/1975620777400803622 These tweets proves the coin is actually 2 months old and had a good community even back then. https://x.com/GetXTrend/status/1950144098398261340 https://x.com/fuzzyman410/status/1950081431751053393 https://x.com/crypt_omar/status/1950464925786395000

I don't think it's a beta indeed, but is's a funny hybrid of concepts

GM Aircoin enjoyerrrs.. This seems like 50-100M narra ngl.

Air coin strong. some big buys coming

Holy shit. so basically Air Coin is a slang in chinese for a worthless cryptocurrency that has no real project, technology, or use case behind it- just hype. This is like Useless of BSC. Also, its an old coin.