not so much of a hot take now: 

I can see Coinbase either out right acquiring XMTP and Zora, or make a material investment in one, or both of them. 🤷🏽‍♂️

A hotter take: 

Coinbase makes a deep investment into OP and Farcaster (to the extend its high stake, but not 51% or more stake). 🤷🏽‍♂️🤷🏽‍♂️


*as an ex-employee of zora, I can openly say that I do not have any confidentiality or material non public information that makes me say the above nor do I possess any privileged information since my departure from zora ~8 months ago about the items above. These are my take based on the Base’s A New Day One announcements. Going off of vibes only here folks!