ZORA has been surprisingly strong in recent days. It is a project that initially drew attention by selling various colored "NFT balls" but wasted everyone's focus. After its token launch, it experienced a significant drop, but astonishingly, it has continued to rise tenfold within three weeks, increasing its market cap from $30 million to $300 million. This has even sparked debates among KOLs with differing views on the reasonableness of the "content token" model.
We cannot determine if there are any undisclosed updates about ZORA. One current theory is that Coinbase Wallet has upgraded its brand to The Base APP, aiming to create a version of WeChat for Coinbase, with content and social interaction becoming crucial areas of focus for Coinbase. This aligns with Zora's niche, leading to the inflation of Zora's value from $30 million to $300 million.
Regardless, after Degen, Virtual, and Cookie, it has been a while since we have seen such a surge of funds on Base, so we need to pay attention to the Base ecosystem driven by ZORA.
Dashboard Tokens
The dashboards for TBA (tba.market) and ART (art.fun), which focus on new tokens in the Zora ecosystem, remind one of the earlier Cookie. However, compared to the extremely refined dashboard of Pump.fun, TBA and ART still have significant room for improvement. These two have yet to take off and will need more time.
Social
Since Base is so focused on social interaction, Noice must be mentioned. Recently, at the Base TBA conference, the founder of Noice was one of the only two guests not from the Coinbase team. Noice is also a Mini App built into the Farcaster client, allowing for tipping and interaction. It has already reached a historical high, with a market cap of $15 million.
AI
Although it's an old narrative, everything can be AI, like Vine. The AI on Base is relatively simple, mainly targeting assets that have not changed much, such as Virtual, Cookie, and Clanker. The most notable recent change is BNKR (Bankr). Coinbase Ventures recently announced support for the Bankr platform, with transaction fees being repurchased, and there are even plans to buy back another token from Dev, TN100x.
New Content Tokens
This is purely speculative, but Stepn's Mable recently announced the establishment of a new social protocol called Trend. With ZORA's momentum, some believe that new content tokens will emerge on Base.
Some content creators have already started making money on The Base App by posting and promoting posts, similar to the logic of Trend. The first of these, Amber, has already earned over $500 by promoting her posts. Perhaps we can envision more celebrities appearing on Base to promote their content.
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