What Base delivered this week is exactly what a scaling ecosystem should optimize for: distribution + UX + composability. • Staking v3 for cross-game identity • Non-custodial fiat conversion (Cypher Card) • AI-native finance (USDAI → Base) • Chainlink CCIP bridging Bittensor subnets to Base • Axal’s one-click permissionless stablecoin yield This isn’t “weekly news.” This is the infrastructure of the next cycle forming right under us.
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Sharper macro tone Everyone talks about USDT “not meeting EU rules,” but nobody talks about what Tether is actually doing. They’re buying into MiCA-compliant companies in Europe, pushing into Africa + LatAm, funding wallets, AI, gold, BTC. This isn’t a stablecoin. It’s a geopolitical financial network. And it keeps growing.
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GM. Been thinking a lot about the market structure lately. Back in October I turned bearish, but wasn’t fully convinced. Now I’m increasingly sure we closed this cycle exactly like four years ago — November 2021 vibes. New ATH → breakdown → a multi-month relief chop. Same pattern, same psychology. Unless a black swan (like COVID liquidity injection) resets the whole system, we’re likely in the classic post-cycle phase. In moments like this, grinding new activities, researching, and staying plugged into the market helps way more than staring at charts. That’s how you spot the next EtherFi before it becomes obvious — strong teams always shine regardless of market stage. And eventually the “Arbitrum moment” of this cycle will be Base. Base season is inevitable. The direction Coinbase/Base is moving sets the tone for the whole industry. x402, 8004, Base app — the UX rails are being built right now. Focus on Base, PM, AI + robotics, x402. That’s where asymmetric opportunities live.
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