BASE is clearly gearing up to make a move, going from death to life.

Jesse has just admitted that the social strategy betting on Farcaster, Zora, Mini Apps, and Creator Coin over the past two years has failed.

Next, Base will no longer focus on "on-chain social," but instead aims to win in three areas: trading, payments, and Agent.

The trading here is not just about stocks and RWA, but also includes Meme and various App Coins.

Many people seeing this may feel that Base's version of http://Pump.fun is coming.

But a closer look reveals that Base has long had no shortage of launching platforms.

Clanker has issued over a million coins and currently accounts for over 90% of Base's launch platform fees over the last seven days; Zora once dominated the coin issuance amount on Base by relying on "each post is a coin"; there are also Flaunch, Virtuals, Bankr, and Doppler.

The problem is that these platforms are not true http://Pump.fun.

Zora deals with content coins and Creator Coin;

Virtuals is for financing AI Agents;

Bankr is for Agents to issue coins to earn operating costs;

Although Clanker has the largest issuance volume, its access is scattered across Farcaster, X, bots, and various SDKs, resembling more of a coin issuance infrastructure;

Flaunch has a very complete mechanism, but the fee distribution, automatic repurchase, and treasury design are too complex, making it hard for ordinary Meme players to form a unified mindset.

They can all issue coins, but they haven't formed a true Meme casino.

The strongest aspect of http://Pump.fun has never been its coin issuance contracts, but rather its ability to concentrate everyone in one place:

Anyone can issue

All new coins appear on the same page

All projects follow the same joint curve

Graduate after reaching a unified threshold

Traders open the platform daily to look for the next top pick

Coin issuance, trading, discussion, live streaming, leaderboards, and liquidity are all concentrated together.

What Base currently lacks is exactly this.

A truly trading-first platform that doesn’t require creator credentials, is not bound to Farcaster, doesn’t need to start as an AI Agent, and doesn’t need to tell a complex product story.

Upload an image, write a name, enter the joint curve with ETH or USDC, and automatically graduate to Aerodrome or Uniswap after reaching the threshold.

Users open the platform with only one purpose: to find the Meme that is most likely to take off today.

Base actually has a significant advantage in doing this.

It has Coinbase users, fiat gateways, USDC, smart wallets, Gas sponsorships, and Base App. After taking over Base App, Cobie brings experience from Echo and Sonar's issuance and financing.

In the future, the most likely scenario may not be Coinbase directly operating a no-threshold Meme platform, but rather:

Independent teams responsible for open launches

Base responsible for the chain and accounts

Base App responsible for discovery and trading

Coinbase responsible for fiat and user entry

Aerodrome or Uniswap taking over the liquidity for graduates

Clanker, Doppler, or Flaunch can even continue to do the underlying work.

But what consumers see must be a brand new, unified Base Meme market.

So what truly matters is not how many coins Base can issue, but whether it can produce a native Meme that doesn’t rely on platform coins, doesn’t rely on Agents, and doesn’t rely on creator identities.

When the first independent project stably breaks 10 million dollars, and the second and third projects continue to follow, only then can Base's version of http://Pump.fun be considered to have truly emerged.

Base does not lack coin issuance tools.

What Base lacks is a place where everyone will actively go to look for coins.

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