段王爷|Jul 16, 2026 00:46
BASE is clearly going to cause trouble and will live to the death.
Jesse just admitted that his social bets on Farcaster, Zora, Mini Apps, and Creator Coin over the past two years have failed.
Next, Base will no longer focus on "on chain social", but on winning three things: transactions, payments, and agents.
The trading here includes not only stocks and RWA, but also Meme and various App Coins.
Many people will think of the Base version when they see this http://Pump.fun It's coming.
But upon closer inspection, it can be found that Base has long been in need of launch platforms.
Clanker has issued millions of coins, accounting for over 90% of the nearly 7-day transaction fees on the Base launch platform; Zora once relied on "every post is a coin" to account for the vast majority of Base's coin issuance; In addition, there are Flaunch, Virtuals, Bankr, and Doppler.
The problem is, these platforms are not real http://Pump.fun .
Zora is a content coin and Creator Coin;
Virtuals provides financing for AI agents;
Bankr allows agents to generate coins to earn operating costs;
Although Clanker has the largest circulation, its entry points are scattered among Farcaster, X, bots, and various SDKs, making it more like a coin issuing infrastructure;
The Flaunch mechanism is very complete, but the fee allocation, automatic repurchase, and treasury design are too complex for ordinary Meme players to form a unified mind.
They can all issue coins, but they haven't formed a true Meme casino.
http://Pump.fun The strongest place is never the issuance of coin contracts, but to gather everyone in one place:
Anyone can post it
All new coins appear on the same page
All projects follow the same joint curve
Graduation after reaching the unified threshold
Traders open the platform every day to search for new opportunities
Coin issuance, trading, discussion, live streaming, ranking, and liquidity are all centralized together.
This is exactly what Base is missing now.
A truly transaction first platform that does not require creator identity, does not bind to Farcaster, does not need to create an AI agent first, and does not need to tell complex product stories.
Upload a picture, write a name, enter the joint curve with ETH or USDC, and automatically graduate to Aerodrome or Uniswap after reaching the threshold.
The user only opens the platform for one purpose: to find the Meme that is most likely to run out today.
Base actually has many advantages in doing this.
It has Coinbase users, fiat currency entrance USDC、 Smart wallet, Gas sponsorship, and Base App. After taking over the Base App, Cobie brought with her the experience of issuing and raising funds from Echo and Sonar.
The most likely outcome in the future is not necessarily Coinbase personally operating a barrier free Meme platform, but rather:
Independent team responsible for open launch
Base is responsible for the chain and accounts
The Base App is responsible for discovering and trading
Coinbase is responsible for fiat currency and user portal
Aerodrome or Uniswap undertakes graduation liquidity
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 is truly worth paying attention to is not how many more coins Base can issue, but whether it can run a native Meme that does not rely on platform coins, agents, or creator identities.
When the first independent project steadily breaks through $10 million, and the second and third projects continue to catch up, the Base version http://Pump.fun Only then did it truly appear.
Base does not lack coin issuance tools.
What Base lacks is a place where everyone will actively search for coins.
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