Pyro Trading Journal
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Alpha b4 the Alfa

Anything I share here is not financial advice, always do your own research.

Business Inquires @pyrocapital

X: https://twitter.com/PyroNFT
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Peep $CAKE 😄

Breaking $4 like butter, see u at ath soon
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Kept adding dips… soon $10
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$FORM waking up from the lows

Form is pumpfun equivalent but on BNB. We're seeing a handful of 100m+ runners on-chain launched on four.meme, what if team decides to implement some sort of flywheel...

Most peeps that were over leveraged have been shaken out.

Playing momentum here, nothing is for certain but if I had to guess. Something is brewing.
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Main positions i’m holding on BSC (in order)

$CAKE - leading dex on vol, expect to see this keep trending higher if BSC season continues

$ASTER - getting nicely accumulated after airdrop, have a feeling they’ll announce buyback and people will start fomoing back in.

$FORM - pumpfun of Bsc but mid confidence. Not sure how much CZ actually likes it bc of the deleted tweet but based off the volume four.meme has been churning out gems left and right.
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i love Waifus
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Added dips and picked up $READY, new position rwa similar to $CARDS.
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Forwarded from Crypto Mumbles
the fud gave me the vibes of a shakeout before breakout esp because

1) whole ct was in on the trade
2) price was still suppressed (binance owns majority)
3) people were getting tired of the pa and cutting for loss esp on perps

probably wanted to shakeout some folks before really sending it
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Focus on strength boys, we've been thru this millions of times.

turn on the printing press
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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
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Privacy protocols are worth watching while everyone's attention is on BSC.

Projects like Zcash Railgun and soon Veil have been taking off.

Umbra's ICO is live on MetaDAO (closing tomorrow), as well. imo, once the market settles down from the BSC craze, projects with strong fundamentals will be the barbell heading into eoy.
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$VEIL ZOOKING see u at 30m
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All roads lead to $META
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JFC
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Trust me wen I say this, only the beginning

3x on unlimited size

Keep an eye in the new launches coming soon to Metadao NFA DYOR
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