NEW: Base’s Jesse Pollak @jessepollak says he got @base’s biggest bet wrong, and it felt it like a “punch in the face” Key takeaways: • Onchain social “disintegrated” as a growth driver • Base fell behind in perps, prediction markets, tokenization & payments • Base App returns to Coinbase under @cobie • 2026 priorities: trading, payments & AI agents(The Defiant)