Introducing Base Analytics 📊 Your all-in-one builder hub on @base: 🚀 Launch B20 tokens (vesting + anti-snipe) 💧 Add liquidity to your B20 tokens 🔄 Swap any Base ERC-20 — Uniswap + Aerodrome 📈 Top movers across B20 + Base ecosystem 🔗 Share tokens, trades & wallet profiles 📊 Onchain score, heatmap & improvement tips ⚡ x402 micropayments — premium wallet scans from $0.01 USDC 📤 Export packs, Base median benchmarks & Farcaster identity analytics 🎁 Base Vouchers — split ETH/USDC into redeemable gift cards 🔥 Daily quests, XP leaderboard & onchain badges (40+ NFTs) 🤖 MCP agent tools for vouchers & wallet actions Already #23 on Base App & #30 on Base Chain 🔥 1️⃣ Open the app: 📱 Base App → search "Base Analytics" 🌐 Web → base-analytics-app.vercel.ap… 🟣 Farcaster → farcaster.xyz/miniapps/lYFXQ… Build on Base. Launch → liquidity → trade → grow — without leaving one app 🟦

‼️‼️ Hyped Project Free Mint WL @FomiesNFT opened WL for the upcoming collection 👀 ☆ Total Supply : 10,000 ☆ Cost : $0 (Free Mint) ☆ Chain : Solana & EVM ✔️ Follow step by step: 1. Click Enter The Department & open the door 👉 fomies.family/?ref=b7e7a0839… 2. Ring the bell & connect your X account 3. Answer the questions (any answers work) & submit 4. Submit Solana + EVM address 5. Click the golden trophy & complete the simple tasks Wait for results ⏳. Don’t sleep on this one. 🔥

dashboard.base.org got a glow-up. Cleaner. Quieter. Builder first. ✨ What is actually on the home screen now? • Your app. Not the whole chain • Spot volume, Borrow TVL, Lending TVL, plus a date filter • That is the welcome view. Nothing extra on landing Is that good? • Yes, if you want to know what your product moved. ✅ • No, if you came here to screenshot Base TVL and flex ❌ Why did they change it? • Old base.dev felt like a public scoreboard 📣 • New dashboard answers one question. Did my Builder Code actually catch the flow? • If the code is missing from the TX, the card stays empty. That is the feature, not a bug. 🎯 What will people miss? • Chainwide users, fees, and leaderboards on landing 📊 • Protocol breakdowns and tokenized stock cards • Instant ecosystem vibes for a tweet Those still live in other tabs or on Dune and DefiLlama. Just not in your face anymore. How do you use it then? • Sign in. Register the app. Stamp the Builder Code 🔑 • Base App can tag it for you. Web and other clients need the suffix • x402 can attribute back too. No stamp, no credit The honest take This site is no longer Base Twitter fuel. It is a workbench. Wire lending. Wire swaps. Watch the zeros move. Quiet dashboard. Loud if you ship. 🚀

$COIN still prices like a crypto exchange. The stack now looks like an everything market plus an AI front door. Why it looks cheap • The market still pays you for spot volume. The real flywheel is Base, USDC, tokenized stocks, agents, and X distribution 🧠. • Fees can swing with crypto winters. Distribution on @grok and @X does not sleep 🌐 • Tokenized equities just crossed $1B DEX volume on Base in about a month. That is brokerage TAM, not just BTC/ETH 📈. • Aave V4 now lets eligible users borrow USDC against Coinbase tokenized stocks. Idle shares start working 🏦 @coinbase x @grok. What you can actually do Connect Coinbase on grok.com. No MCP circus. • Ask Grok to check balances, analyze the book, and place or cancel trades ⚡️ • Spot, select equities, and even futures workflows from chat 💬 • Set spend limits. The agent account stays separate from the main bag. 🔐 • Grok already leads Coinbase for Agents flow. Brian flagged it as the top agentic client. 🏆 Coinbase x X. The timeline becomes a terminal. Tap $BTC or $TSLA. Chart. Posts. Trade. • US users hit Trade and land on Coinbase, Kraken, Gemini, IBKR, or Moomoo 📲 • X is not the broker. Coinbase still clears the order. That is free top-of-funnel 🧲 Coinbase Brain That is the agent layer. Coinbase for Agents plus Grok plus X data. • Read the timeline. Size the trade. Execute on Coinbase. Same conversation 🤖 • Custom agents and X402 payments sit under the same roof. Humans and bots both pay fees 💸. What is next, and why can it re-rate $COIN? • More Coinbase tokenized names on Base. Aave caps and GHO borrow after risk review 🚀 • Path to onshore tokenized equities if the new US framework holds 🇺🇸 • Deeper Grok + Perplexity + MCP agents. More notional without more app downloads 📡 • X (Twitter) hashtags going global would put Coinbase next to every ticker conversation 🌍. $COIN is not just an exchange ticker anymore. It is rails for stocks, stables, Base, and agents that live inside @grok and X. The multiple still looks like 2021. The product does not. Not financial advice. Check eligibility before you click.

Aave V4 stock loans just went live on @base. You can keep the equity and pull USDC. What’s live? • Seven Coinbase tokenized stocks work as collateral: 📈 AAPLc, AMZNc, GOOGLc, METAc, MSFTc, NVDAc, TSLAc • You borrow USDC only. 💵 The stocks themselves are not borrowable yet. • LTVs sit around 65% to 79%, depending on the name ⚖️ • Chainlink prices the market. 🔗 Books stay open 24/7 except during corporate actions. The honest part • Day-one rates are not great right now 😬. • Caps are tight 🔒 about $29M stock collateral, $32M USDC supply, $21M USDC borrow • Thin pool means utilization jumps fast and the borrow cost hurts. 🔥 Why it gets better shortly • More USDC should flow into the Equities Hub 💧 • Risk stewards can lift supply and borrow caps as depth grows. 📊 • GHO may get added as a borrow asset after governance 🏦 • More Coinbase tokenized names are expected after risk review. 🚀 The play • Hold the stock. Unlock dollars. Keep the upside 🎯. • Size the loan for weekend price freezes and early-market rate noise ⏳ • This is inning one, not the final rate ⚾️. Note • Eligible non-US users only. Check the app before you click ✅

Base network—what's next (as of Sep 25, 2026)? Dates can slip. Confirm on [docs.base.org/upgrades](docs.base.org/upgrades/overv…). ⚡ **Sep 29—@base Batches 004 drop.** 750+ apps. Winners land. Builder season starts loud. 🔷 **Sep 30, 18:00 UTC—Cobalt hits Mainnet.** Validity txs (run only when on-chain conditions fire). Better B20. TEE move. Nodes: **v1.4.2**, not 1.4.1. Miss it, you’re late. 🚀 **October—Denim.** 200 ms *canonical* blocks. Flashblocks get replaced by real block + RPC streams. Snappy becomes default. 🔑 **Later 2026—EIP-8130.** Batch txs, gas abstraction, key rotation, and portable accounts. Wallets stop feeling like 2021. - 🪙 **Already live, still compounding:** B20 native tokens, faster withdrawals (Beryl), Azul stack + multiproofs. Issuance + scale, not vibes. **TL;DR:** Next 5 days = Batches + Cobalt. Next month = Denim speed. Rest of year = accounts that actually work.

Join the Forecast Protocol mainnet whitelist. @ForecastFDN Protocol is opening early access for its mainnet launch on Base—leveraged prediction markets with no liquidations. To join: 1. Go to -forecastprotocol.xyz/mainnet… 2. Paste your EVM wallet address. 3. Click **Join Whitelist.** That’s it. No extra steps. Forecast Protocol brings real leverage to binary prediction markets by moving solvency to the pool instead of the position. If you want early trading access on mainnet, submit your address now.

Today

I called $IMD a week ago.🥶

Show me you are Based more than me... Even @1CrypticPoet can't beat me on this... 😤

Now it's Based. 💙

🟦 @base: FROM DAY ONE TO NOW What they added, removed, and changed Base started as Coinbase’s “no token, just build” Ethereum L2. Three years later the stack, the app, the social layer, the dashboard, and even the token stance all look different. 🚀 ORIGIN (2022–AUG 2023) • Internal prototype was first called baset • Testnet: Feb 23, 2023 • Mainnet for builders: July 2023 • Public mainnet + Onchain Summer: Aug 9, 2023 • Built on Optimism OP Stack (Superchain) • Gas = ETH • Official line at launch: “Base has no plans to issue a network token” • First viral app: Friend.tech (keys + fees, then fade) • Early social path after that: Farcaster / Warpcast 🧱 STACK: OP STACK → BASE STACK Then • Shared OP Stack repos and Superchain coordination • Sequencer revenue share with Optimism • Node stack: op-node + op-geth Now • Feb 2026: move to unified base/base stack • One repo, one release channel, faster hardforks • Still Stage 1 rollup + extra independent Security Council signer • Node operators switch to base-consensus + base-reth • Own upgrades: Azul (May 2026), Beryl (June 2026 with B20 token standard + shorter withdrawals), Cobalt planned, Denim targeting Oct 2026 with 200ms native blocks Removed / reduced • Tight Superchain / OP Stack dependency • Shared upgrade calendar with Optimism 🪙 TOKEN STORY: NO TOKEN → EXPLORE TOKEN • 2023–late 2024: hard no. Tokens “distort” the product • Nov 2024: still “no plans” • Sep 15, 2025 at BaseCamp: “Base is beginning to explore a network token” • No timing, design, or governance shared • As of Sep 2026: still no official Base network token • ETH is still gas • B20 is a token standard on the chain, not a Base coin • Fake “BASE” tokens exist. Those are not official This is the arc: no token → explore token. Not launched. Door opened. 👛 WALLET / APP: COINBASE WALLET → BASE APP → COINBASE WALLET Jul 16, 2025 — “A New Day One” • Coinbase Wallet renamed Base App • Pitch: everything app = trade + social feed + chat + mini apps + creator earn • Feed powered by Farcaster • Creator coins / content coins pushed hard Added in that era • Creator section in the app • Follows / social graph • Mini apps • Farcaster SDK / Frames-style embeds • Builder codes, Base.dev registration, app leaderboards Later removed • Creator coins (attention spike, then dump) • User follow / social-first feed as the core product • Creator Rewards + Farcaster-powered social feeds (sunset announced Feb 9, 2026) • Jesse Pollak steps back from the app in Jul 2026 Sep 8–10, 2026 • Name flips back: Base App → Coinbase Wallet • New pitch: trade anything, anywhere • 10+ chains including Base, Ethereum, Solana, Bitcoin, Monad, Robinhood Chain • Perps, prediction markets, tokenized stocks • Base stays the chain + builder brand • Wallet is the consumer trading brand again 🧩 FARCASTER SDK: ADDED, THEN REMOVED FROM BASE APP Added • Mini apps inside Base App used Farcaster mini-app spec • Neynar metadata + notifications • FID-based auth Removed on Apr 9, 2026 • Farcaster mini-app spec inside Base App • Neynar-powered metadata and notifications • Custom mini-app SDK requirement Replaced with • Standard web apps + wallet connect • Base.dev metadata • Notifications to wallet addresses • SIWE / wagmi / viem • Warpcast and other Farcaster clients can still run Farcaster mini apps • That runtime is just no longer how Base App works Two stacks now: • Base client = web + wallet • Farcaster = feed + social mini apps 📊 BASE DASHBOARD / BASE.DEV First version • Showed active users, opens, session time • Then onchain tab: transacting users, first-time vs returning, gas, paymaster Added later • Leaderboards / most-used apps on base.dev • Ranked by real onchain activity + builder codes What changed after that • Public “most used apps” explorer surface got quieter or moved • Headline active users + opens stats are no longer the front of the official dashboard • Heavy metrics now live more on Dune, growthepie, Token Terminal • Chain DAU peaked around 3.5M in June 2025, then cooled Dashboard went from consumer scoreboard → builder tools → fewer vanity numbers on the front page. 🌱 ECOSYSTEM WAVES • Friend.tech 2023: boom, then gone as the face of Base • Farcaster + DEGEN 2024: SocialFi wave • Memes: BRETT, AERO, Clanker ecosystem • Zora content coins 2025: huge launch spike after Base App, then cooled when creator coins were pulled back • Smart Wallet / Base Accounts: still exist, now folded into Coinbase Wallet • Solana bridge announced at BaseCamp 2025 ✅ STILL THERE • Base chain • ETH as gas • Coinbase distribution • Explorers • Builder grants • Base.dev • Stage 1 + own upgrade cadence • Token exploration, not a live network token ❌ GONE • “We will never have a token” as doctrine • OP Stack as the operating stack • Farcaster SDK as Base App’s app runtime • Creator coins + follow graph as the main consumer loop • The Base App name • Flashy public dashboard of opens / DAU / most-used apps as a homepage feature 🔄 CHANGED • Wallet brand: Coinbase Wallet → Base App → Coinbase Wallet • Mini apps → standard web apps in the Coinbase client • Superchain sibling → independent Base stack that still settles to Ethereum • Product north star: onchain social everything-app → multichain trading, with Base as the chain underneath 🧭 ONE-LINE STORY Base launched as a tokenless OP Stack L2 to onboard Coinbase users. It became the busiest L2 on social and memes, tried to become an everything social app with creator coins and Farcaster SDKs, then cut the social layer, left OP Stack, renamed the wallet back, hid the vanity dashboard stats, and started exploring the token it once said it would not ship.

$HYPE reached its maximum hype. It's time to short. IYKYK.

🚨 BASE TRENCHES JUST GOT ANOTHER LESSON 🚨 @jessepollak, wallet touched this token `0x2f5ab61870C9c5254Eebd3e6361D3eB40181aC8E` Tx: `0x869dfd6418eca03fb84286b51116901d97e4de0b2eb77ceb49d68282dabb8cfd` Then the same movie played again. 👀 Jesse buy 🐑 Copy traders flood in 📈 Chart looks “blessed” ⚡ Snipers already in 💀 Liquidity leaves 📦 Retail holding the bag They did it again. And people still act shocked. 💥 WHAT THIS ACTUALLY IS This was never “Jesse launched a project.” This was attention. People didn’t buy the token. They bought the NAME. A famous wallet is a MAGNET. - Not an audit. - Not a lock. - Not a guarantee. - Not a refund. Jesse can buy a token. - Jesse cannot make your entry good. - Jesse cannot stop the dump. - Jesse cannot save your bags. On Base, attention is gasoline. Stand too close with no plan and you burn. 📉 WHAT PEOPLE SAW vs WHAT HAPPENED 👀 WHAT PEOPLE SAW - “JESSE BOUGHT THIS” - “BASE META IS BACK” - “CAN’T RUG IF HE TOUCHED IT” - “SEND IT” 💀 WHAT ACTUALLY HAPPENED - Copy flow in - Smart money out - Chart dead - TG silent - Wallets coping POV: you ape because Jesse bought 🤡 10 minutes later: dev ✈️ LP 🕳️ PnL 🍅 group chat: “this is fine” 🧠 EFFECT ON BASE RIGHT NOW This one coin is not the real story. The trust hit is the story. Every “official-adjacent” buy is now being farmed. New users think a wallet click = safety. Veterans know a wallet click = attention candle + exit liquidity. So Base trenches sit in a weird spot: 💰 Still one of the hottest onchain casinos ⚡ Fastest money on L2 😬 Least innocent “follow the leader” meta 🧊 Naive trust is melting 🧠 Fast traders getting paid 😭 Late traders donating Belief is split 50/50: - Half still chase the name. - Half now fade anything that looks Jesse-touched. Both sides can lose. Only the fast side gets paid. That’s dangerous for an ecosystem. Because once people stop believing the signal, They don’t just skip one coin. They skip the next 20 good ones too. 🪖 TRENCH STATUS ALIVE. DANGEROUS. NOT INNOCENT. - Volume is still here. - Trust is leaking. - Snipers are winning. - Retail is late again. Base is not dead. Blind copy-trading is. If your whole strategy is “Jesse clicked buy,” you are not trading. You are volunteering as exit liquidity. 📌 THE ONLY RULE THAT MATTERS - Jesse buy ≠ project - Jesse buy = attention - Attention = liquidity - Liquidity = someone’s exit If you ape after a known wallet: 1. Check LP / tax / mint / owner 2. Check who seeded the pool 3. Assume you are late 4. Size like it can go to zero 5. Or don’t size at all Bring a plan or bring a donation. 🫡 Believe the chain. Don’t worship the wallet. DYOR. NFA. Play the flow. Don’t marry the coin.

🔹 The math is loud. @variational_io farmed users for ~1 year and still gave **32% genesis airdrop**. @base users have been farming for ~3 years. So what’s the community slice gonna be? 👀 📌 Quick compare • Variational points: started Dec 17, 2025 • Farm window: ~10 months and still going till Q4 TGE • Genesis: **32%** by points, **100% unlocked** • Need 1 point to claim • Unclaimed = burned • Extra 18% ecosystem reserve on top 🟦 Base reality check • Mainnet since Aug 2023 → ~3 years of users • Token still “exploring”, **no official %** • L2 precedent: – Arbitrum community ~11.6% + DAO – Optimism users got multiple drops over time – Linea / others usually **10–20%+** community 🧠 If Base matches effort vs Variational: 1 year → 32% 3 years → people will expect **serious double-digit community**, not crumbs ⚠️ Don’t confuse: • Variational = confirmed 32% genesis • Base = **not confirmed**. No allocation. No date. No snapshot. ✅ Useful take • Variational farmers: keep stacking till Q4, don’t drop below 1 pt • Base farmers: stay organic onchain (apps, tx, builders), ignore fake claim links • Bigger farm time ≠ guaranteed bigger %. Only confirmed tokenomics count. NFA. Do your own research.

🔹 Variational ($VAR) TGE update 📅 TGE: Q4 2026 ⏳ Points keep dropping until TGE (not Sept 30 anymore) 🎯 Reason: delayed for strategic partnerships 💰 Token split • 32% genesis airdrop (by points, 100% unlocked at TGE) • 18% ecosystem reserve • 50% team + investors (12m lock, then 3y+ vest) 🔥 All treasury revenue → buyback & burn $VAR 📊 Points • 150,000 pts every Friday • Need at least 1 point to claim • Unclaimed genesis = burned • +10% early trader boost • Referrals: 1 pt per 10 your refs earn • Tiers up to +5% 🧮 Point value (estimate only) Formula: (32% × FDV) ÷ total points ~$16–18 if $500M FDV ~$32–35 if $1B FDV ~$48–52 if $1.5B FDV ~$64–70 if $2B FDV (assumes ~9–10M points — more weeks = more dilution) ✅ What to do • Keep farming till TGE • Don’t drop below 1 point • Watch official claim + ToS • US/Canada restricted ⚠️ No official $ per point. Not financial advice. @variational_io

I think @cobie is vibecoding on @CoinbaseWallet. Prove me if I'm wrong...😂😂

Coinbase Wallet Predictions UX bug The Trade button sits below the screen / under the home indicator once you enter size + see the fee. You can pick Up/Down, choose ETH or USDC, type the amount — then the only button that matters is cut off. Short-dated markets (this clip: BTC 8:00–8:15 PM ET) don’t have time for a scroll hunt. @CoinbaseWallet @CoinbaseSupport @CoinbasePredict @brian_armstrong @jessepollak @cobie @Oxxbid Fix: pin Trade above the home indicator and keep it visible when the keypad / fee row is open. Screen recording attached.

Live charts just landed on @CoinbaseWallet. Real-time price. Instant clarity. No delay. Update the app. Watch the chart. Trade.

Hey @aixbt_agent, what about the @Polymarket token...? Their @AskPolymarket is mentioned about $POLY TGE and tokens in Q4. Also, which network they are coming...