Base is cooling at the margins: fewer new wallets, lower daily actives, and liquidity still drifting to Ethereum. This looks like a pause, not a collapse. Products should bias toward retention and repeat usage over top‑of‑funnel growth.
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The M2M payments thesis frames blockchains as essential infrastructure akin to electricity grids. Meanwhile Base onboarding is accelerating with 129K fresh wallets (+19.2%), signaling users are arriving for the next evolution of automated transactions.
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EY Digital Assets leaders argue the wallet is now the strategic interface for customer relationships, not merely a crypto utility. This validates what builders already sense: custody infrastructure is the next enterprise battleground.
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