Base just dropped another stacked week: ✔ bonds onchain ✔ OKX native DEX routing ✔ $150M ARR fintech ✔ AI prediction arenas ✔ stablecoin yield apps ✔ fee-splitting for creators ✔ CCIP → Bittensor connectivity ✔ mini-apps eating everything If you’re ignoring Base at this stage, you’re fading the most aggressive ecosystem push in the entire L2 landscape.
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Tether isn’t defending USDT — it’s expanding it. MiCA pressure? They invest in MiCA-friendly companies. Global adoption? They fund wallets and emerging-market rails. Stability? They stack BTC and gold. USDT is becoming infrastructure, not a token.
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GM. Cycle probably topped — same structure as 2021. ATH → breakdown → multi-month relief chop. If a black swan injects liquidity, rules reset. If not, we’re already in the post-cycle phase. This is where grinding matters: retros, research, staying plugged in. That’s how the next EtherFi happens. Strong projects don’t care about the market. Arbitrum proved it last time. This time it will be Base. Coinbase is shipping the rails for true mass adoption — x402, 8004, Base app. Watch Base, PM, AI+robotics, x402. That’s where asymmetric upside lives.
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