The technical barrier to entry for building financial services businesses has never been lower. This means that you don't need to raise VC $'s to build your business. It also means that founders can go after smaller markets - either via verticalization, specialization or targeting niche geographies that VCs don't feel comfortable underwriting due to TAM concerns. Its an unbelievable time to build.

The first 7-figure tokenized TCG sale in history just happened on @Beezie and @base

Excited to share that B20 has exceeded $2B in cumulative trading volume 🥳

spent time today reviewing applications for the new base batches cohort - a few immediate takeaways: -the number of applications ~doubled vs last cohort 🤯 -tokenized equities may be the biggest opportunity in a while to build a breakout onchain app or protocol -while NYC (+ US generally) is still incredibly talent dense, we are seeing a growing number of incredible ex-US builders

I remember the simple days of hummingbot How far we have come

Can vouch. I only joined @base earlier this year, but in my experience the man is simply in the trenches. Respect

Everyday I'm blown away by the talent building on Base. This next wave building on tokenized assets is filled with some absolutely cracked founders. We will see huge outcomes.

Grok 🤝 Coinbase

Base is for builders. @joeyroth builds.

Flyra, 100% on Base. @oneal_b 💪💪

Last chance to get your applications in! 💪

3 scenarios. Assign your own odds: 1. Thread the needle Aligned RSI. Productivity + longevity. Deflation. Trade: mega long AI, n/l BTC Suckers: the dead 2. Overhyped No RSI. Hype cycle. Debasement, socialism, fascism Trade: mega long BTC, l/n AI Suckers: bonds, cash, late AI retail 3. Game Over Misaligned ASI. We all die. Trade: don’t invest. Spend it. Suckers: grinders trying to escape the perm. underclass

1/ We’re excited to unveil the third of 8 dedicated hackathon tracks for Crypto World’s Fair. The Base track, supported by @base, will award $25,000 across the top 5 startups integrating with the Base blockchain. Join and compete: ⁠colosseum.com/worldsfair

Base ecosystem fund coded 🫡

Base credit markets have grown a lot this year. I built a dashboard tracking every floating-rate credit market on @Base Last 12 months: ∙ Outstanding loans grew from ~$1.7B to ~$2.3B (+31%) ∙ Utilization went from 58% to 75%. Capital is working harder. ∙ @MorphoLabs more than doubled, from $1.0B to $2.1B supplied ∙ @aave has added $200M of deposits since July, up 32% in two months ∙ USDC borrowing doubled to $2.0B and is 90% utilized. Borrow demand is outrunning supply, and USD lenders are earning 4.5% for it. ∙ cbWrapped collateral is taking off: loans against @Ripple's cbXRP went from zero to $45M borrowed against $130M posted ∙ mGLO from @MidasRWA and @FasanaraDigital went from zero in June to $25M posted against $22M borrowed See the full @Dune dashboard here: dune.com/paigeisonfire/based…

one week left to apply for @base batches 004

Get your applications in!

Once a stock is onchain and composable, it becomes a primitive Neobrokerages, personalized indices, gifting, yield stripping, credit, memestocks... Most of it is still unbuilt – come build it on @base

Tokenized Stocks are truly a 0 --> 1 moment Now that they are live, teams around the world can experiment with new use cases, build novel primitives, and explore previously untapped sources of distribution. The possibilities are endless. We are looking to back the best teams building with tokenized stocks. Apply to Batches 004!

Longshot goes hard