🔵 Welcome to 𝗕𝗮𝘀𝗲 𝗕𝗲𝗻𝗴𝗮𝗹 Twitter Community (unofficial) 🇮🇳
@base is growing fast.
But one thing is still missing - 𝗥𝗲𝗴𝗶𝗼𝗻𝗮𝗹 𝘃𝗼𝗶𝗰𝗲𝘀 𝗻𝗼𝘁 𝗽𝗿𝗼𝗽𝗲𝗿𝗹𝘆 𝗴𝗲𝘁𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝘀𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁 𝘁𝗵𝗲𝘆 𝗱𝗲𝘀𝗲𝗿𝘃𝗲.
That’s where we come in.
BaseBengal is a community-first page built to :
- Highlight builders & creators from Bengal
- Share the most important updates from the Base ecosystem
- Break down alpha in a simple, easy-to-understand way
- Help more people from our region get onchain
This isn’t just another update page.
It’s a place where local talents will get recognized.
If you’re currently :
🟦 Building on Base
🟦 Exploring Base
🟦 Or just getting started with Base
You’re in the right place.
We will Host Twitter Spaces Everyday - Starting 5:30 PM UTC from Today...
We’ll explore projects, ideas, and opportunities together, will support each other to reach to the right place too 🤝
The goal is simple :
- Put Bengal on the Base map 🔵
Follow, stay active, and be part of the journey.
[ N B : This is an completely community driven account, leading by @mx_manoj & @SanjeebDas44977 ]
Let’s build only on @Base. 🚀
Bengali Version :
🔵 Welcome to 𝗕𝗮𝘀𝗲 𝗕𝗲𝗻𝗴𝗮𝗹 Twitter Community (unofficial) 🇮🇳
@base খুব দ্রুত grow করছে।
কিন্তু একটা জিনিস এখনো missing —
𝗥𝗲𝗴𝗶𝗼𝗻𝗮𝗹 𝘃𝗼𝗶𝗰𝗲𝘀 ঠিকমতো spotlight পাচ্ছে না।
সেখানেই আমরা আসছি।
BaseBengal হলো একটা community-first page, যার উদ্দেশ্য:
* Bengal-এর builders & creators দের highlight করা
* Base ecosystem-এর important updates share করা
* কঠিন alpha সহজ ভাষায় বুঝিয়ে দেওয়া
* আমাদের region-এর আরও বেশি মানুষকে onchain আনা
এটা শুধু আরেকটা update page না।
এটা এমন একটা জায়গা যেখানে local talent সত্যি recognition পাবে।
যদি তুমি এখন:
🟦 Base-এ build করছো
🟦 Base explore করছো
🟦 বা একদম নতুন শুরু করছো
তাহলে তুমি একদম ঠিক জায়গায় আছো।
আমরা আজ থেকে প্রতিদিন Twitter Spaces host করবো —
সময়: 5:30 PM UTC
আমরা একসাথে project, idea আর opportunity explore করবো,
এবং একে অপরকে support করবো grow করার জন্য 🤝
Goal একটাই:
* Bengal-কে Base map-এ তুলে ধরা 🔵
Follow করো, active থাকো, আর journey-র অংশ হও।
[ N B : এটা পুরোপুরি community-driven account, যেটা lead করছে @mx_manoj & @SanjeebDas44977 ]
Let’s build only on @Base 🚀
Based Evening Builders 💙 Day - 41
Today is our Day 41 of exploring @Base live.
People see wallets as tools for holding crypto.
Base sees them very differently.
Identity. Payments. Permissions. Agents.
All powered through one account layer.
Today's Topic :
''Base Account as Universal Identity Layer : How One Smart Contract Powers Everything''
Tonight we'll break it down properly:
- How one Base Account can replace multiple wallets and logins
- How it enables universal identity across apps and chains
- Why this could be one of Base's biggest long term strategic advantages
This is the infrastructure making the seamless Base experience possible.
🕚 Time:11:00 PM IST / 5:30 PM UTC
Host: @mx_manoj
Co-host: @SanjeebDas44977
Space Link: https://t.co/C7y6IprCCQ
Questions or topics you want covered ?
Drop them here
https://t.co/WakEtq1ubs
See you all there -
@BasedIndia@base@baseapp
Wake Up Based Builders 💙
Its Our Day 41 of exploring @Base eco in live.
People still think of a wallet as a simple place to store assets.
But Base is building something much bigger.
A single smart contract that can function as identity, payments layer, permissions system, agent interface, and user operating system. [ ERC-4337 ]
Today’s Topic : “Base Account as Universal Identity Layer - How One Smart Contract Powers Everything”
Tonight we’re going deep into one of Base’s most important infrastructure layers.
We’ll discuss :
→ How one Base Account can replace fragmented wallets, apps, and repeated logins
- Why passkeys + Account Abstraction may fundamentally change wallet onboarding
- How Base Account works as a cross-app and cross-chain identity layer
- Basenames, sub-accounts, permissions, and modular account design
- How it connects payments, mini-apps, MCP agents, and the Everything Exchange vision
- Security model, tradeoffs, risks & responsible usage
- The larger strategic picture - why this could become one of Base’s strongest long-term advantages
This is the infrastructure layer behind the smooth, agent-native future Base is trying to build.
🕚 11:00 PM IST / 5:30 PM UTC
Host : @mx_manoj
Co-host : @SanjeebDas44977
Space Link : ( https://t.co/K60qw4TYsh )
Questions or topics you want covered?
Drop them here 👉 https://t.co/emQj0QEKzH
Let’s discuss it together 🤝
@BasedIndia@base@baseapp@saxenasaheb@cb03c66@biewen_@AhaanRaizada@sumedha2199
Based Night Builders 🔵
As promised, Discussion Summary is here 🙌⤵️
Instead of discussing one protocol, one narrative or one update, we looked back at what we actually explored across the last 35 days.
We started this series 35 days ago with stablecoins.
That mattered because once you go deep enough into @base, you realize almost everything connects back to the money layer.
Stablecoins → liquidity → lending → payments → agents → consumer apps → RWAs → global finance.
Over the last month we discussed how capital stays productive on @base instead of sitting idle.
How money flows through lending, DEXs, yield systems and liquidity venues.
How apps, builders, users and the network itself start sharing value through ecosystem activity.
We explored why AI agents are becoming real economic actors, why x402 and machine payments matter, and why Base is quietly becoming one of the strongest environments for agentic finance.
We discussed @baseapp becoming a serious consumer hub for crypto.
The “everything exchange” direction.
Payments, social, trading, lending, prediction markets, gaming, leverage, discovery increasingly sitting inside one connected experience.
We went into RWAs, the S&P 500 coming onchain through Base in 24/7 format, and what it means when traditional financial products start entering programmable infrastructure.
We covered Azul too - not just as a technical upgrade, but as infrastructure evolution:
~5000 TPS, major failed block reduction, stronger reliability, and a security direction combining approaches like ZK + TEE.
We even went beyond normal crypto narratives into robotics, embodied AI, privacy, identity, decentralization and what long-term trust actually requires.
That is why day 35 discussion felt important.
Because it showed these were never random topics.
We were trying to understand @base layer by layer - how an onchain system actually gets built.
35+ days in a row is not easy to run with fresh research, fresh structure and the same energy every day.
But our goal was always deeper understanding, not just content.
And in the coming days we want to upgrade this series even more by try bringing Base builders, Base Batch founders and ecosystem teams directly into the spaces to ask live questions, hear their building journey and learn from the people actually building inside the ecosystem.
We host daily at the same time 5:30 PM UTC.
Speaking language : English primary, mixed naturally with Hindi + Bengali.
If you ever get free time, hop in once 🤝
That was all about day 35
[NFA | DYOR]
@base@jessepollak@BasedIndia
Wake Up Based Builders 💙
Its Day 34 of exploring @base Ecosystems Daily.
Tonight we dive into one of the most important narratives emerging across crypto, AI, and consumer apps.
Today’s Topic:
“Privacy-First Apps on @base : ZK, Data Ownership & the Next Consumer Wave”
What we’ll discuss about :
→ Why privacy is becoming a major conversation across the Base ecosystem
→ Zero-Knowledge explained simply without technical jargon
→ How users can benefit through payments, identity & daily applications
→ Real projects and experiments already happening on Base
→ Why privacy infrastructure matters for AI agents
→ The bigger vision: user-owned digital identity & self-sovereignty
If you're interested in private payments, consumer crypto, AI, or ownership of personal data - this space is for you.
🕚 11:00 PM IST / 5:30 PM UTC
Host: @SanjeebDas44977
Co-host: @mx_manoj
Space Link : ( )
Questions or requests?
Submit here 👉 https://t.co/emQj0QEKzH
See you all there 🤝
@BasedIndia@baseapp@base@cb03c66@0xKacperrr0@BaseBengal_base
Wake Up All Based Chad's💙
Today is our Day 31 of exploring @Base in live.
Over the last 30 days, we’ve discussed liquidity, stablecoins, consumer apps, RWAs, AI agents, cross-chain capital and many other layers of the ecosystem..
But tonight we go into a simpler question that quietly sits underneath almost all of it :
where does the actual money flow?
Every swap, every transaction, every trade, every onchain interaction creates fees.
But who captures that value?
- The chain?
- The apps?
- Liquidity providers?
- Builders?
- Users?
How does revenue actually move inside Base?
Tonight’s Topic :
𝗢𝗻𝗰𝗵𝗮𝗶𝗻 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗗𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 𝗼𝗳 @base - 𝗛𝗼𝘄 𝗙𝗲𝗲𝘀 𝗔𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗙𝗹𝗼𝘄 𝘁𝗼 𝗔𝗽𝗽𝘀, 𝗕𝘂𝗶𝗹𝗱𝗲𝗿𝘀 & 𝗨𝘀𝗲𝗿𝘀
Tonight we’ll break down:
→ How sequencer fees on Base actually work and where that money goes ?
→ How apps generate revenue without relying on traditional Web2 monetization models ?
→ Real examples from Aerodrome, Morpho, Base App and other parts of the ecosystem ?
→ Why Base’s economic structure feels different from many traditional platform models and other L2 approaches ?
→ What this means for builders, capital allocators, institutions, users and long-term ecosystem sustainability ?
Because understanding Base is not only about TVL, users or narratives.
It’s also about understanding who earns, how value circulates, and what makes an ecosystem economically durable over time.
If you want to understand the economic engine running underneath @Base tonight’s space is for you.
🕚 Time : 11:00 PM IST / 5:30 PM UTC
Host : @SanjeebDas44977
Co-host : @mx_manoj
Space link: ( https://t.co/5iCT4LrBBn )
Do you have any Questions or topics you want covered?
Then, Drop them here - https://t.co/emQj0QEKzH
Let’s explore the $BASE ecosystem together 🤝
@BasedIndia@baseapp@base@saxenasaheb@cb03c66@biewen_@AhaanRaizada@sumedha2199
Based Evening Builders 🔵
Day 30 of our live exploration of the @Base ecosystem.
Over the last month we’ve discussed Base from multiple angles like - stablecoins, onchain payments, liquidity infrastructure, AI agents, consumer applications and autonomous economies.
But there’s one layer sitting underneath almost everything we’ve covered:
Cross-chain movement.
Because before liquidity arrives, before users transact, before apps grow - funds need to move.
Tonight’s Topic :
“Cross-Chain on Base: How Funds Move In & Out in 2026”
Tonight we go deep into how capital actually enters, exits and circulates around Base.
We’ll cover:
→ Official bridges, liquidity networks, intent-based systems, CCTP & how each model works under the hood
→ Speed, costs, security assumptions & where different approaches make sense
→ Major bridge risks, real exploits, operational mistakes & practical safety frameworks
→ Intent 2.0, next-generation interoperability & Base’s evolving role inside the multi-chain future
We’ll also connect this discussion back to the broader ecosystem thesis we’ve been building for 30 days.
Because cross-chain infrastructure quietly powers stablecoin distribution, capital mobility, DeFi participation, consumer products, AI agent coordination and the larger economic network growing around Base.
If you move funds across chains, chase yields, manage liquidity, use DeFi or build on @base and this is probably one of our most practical discussions yet.
🕚 Time : 11:00 PM IST / 5:30 PM UTC
Host : @SanjeebDas44977
Co-host : @mx_manoj & @BaseBengal_base
Space link : ( https://t.co/00yRqy6ELO )
Questions, opinions or topics you want included?
Drop them here 👉 https://t.co/emQj0QEKzH
See you tonight. Let’s unpack how the cross-chain layer behind Base actually operates 🤝
@base@cb03c66@0xKacperrr0@biewen_@BasedIndia@baseapac
Based Evening Builders 🔵 Day - 29
Today is our Day 29 of exploring @base live on Twitter.
For the last 28 days we explored Base piece by piece :
stablecoins,
onchain liquidity,
AI agents,
RWAs,
identity,
payments,
consumer apps,
decentralization,
autonomous finance.
But tonight we finally connect all of it together.
Tonight's Topic :
''The Everything App on Base Why Base App Could Become Crypto’s First Real Consumer Super App''
Base App launched globally across 140+ countries in December 2025.
Most people still think its ''just a wallet rebrand.''
But the deeper you study it, the more obvious it becomes that Base is trying to build something much larger :
a consumer operating system for the onchain economy.
Tonight we break down every major layer inside Base App :
- The social feed where posts become tokens and creators monetize instantly
- Base Account + Base Pay as universal onchain identity & payments
- Why removing seed phrases changes adoption completely
- Trading layer : meme coins, prediction markets & tokenized equities
- What still feels unfinished & what problems remain unsolved
This might become one of the most important discussions we’ve had in this series because it moves the conversation from ''infrastructure'' to actual consumer behavior.
Time : 11:00 PM IST / 5:30 PM UTC
Host : @mx_manoj
Co-host : @sanjeebdas44977
Space link : https://t.co/ekJnRLesia
Questions or topics you want covered?
Drop them here 👉 https://t.co/WakEtq1ubs
Lets understand what an internet native financial & social operating system actually looks like -
Based Evening Builders 💙
Today is our Day 29 of exploring @base in Live
And tonight we are going to cover the product that brings everything we have discussed in 28 days into one place.
We have spent a month exploring Base's infrastructure like stablecoins, liquidity, AI agents, RWAs, identity, decentralization, autonomous finance.
But Tonight we look at the consumer layer that sits on top of all of it.
Tonight's Topic :
@baseapp as the Everything Exchange – Wallet, Social, Payments & Beyond
Base App launched globally in December 2025 across 140+ countries. It started as a wallet rebrand. It is becoming something much larger.
Tonight we will break down every layer of what Base App actually is -
→ The social feed where your posts are tokens and your content makes you money instantly
→ Base Account and Base Pay - your universal onchain identity and one-tap USDC payments
→ No seed phrases - how Base App removed crypto's biggest adoption barrier
→ The trading layer - from meme coins to tokenized stocks and prediction markets
→ Mini-apps - DeFi, gaming, predictions, lending without leaving the app
→ The fully tokenized model - why everything in Base App has a price
→ How all 29 days of exploration - stablecoins, Aerodrome, Morpho, Zora, AI agents — converge here
→ Base App vs WeChat, vs X Money, vs traditional brokerages - honest comparison
→ What is still not working and what still needs to be built
Time : 11:00 PM IST / 5:30 PM UTC
Host : @mx_manoj
Co-host : @sanjeebdas44977
Space link : https://t.co/MxqHYZhUi2
Any questions or topics you want cover us ?
Drop them here 👉 https://t.co/emQj0QEKzH
Let's understand what the everything app on @base actually is tonight 🔵
@baseapp@baseapac@BasedIndia@BaseBengal_base@cb03c66@0xKacperrr0
@cb03c66@SanjeebDas44977@mx_manoj@gen69gg@janmd07 thank you soo much sir for spending your time with us in a valuable discussion ❤️
Whenever you get free - always try to jump in, we are open on the same time everyday 💙🟦
Based Evening Builders 💙 Day - 27
Today is Our Day 27 of Exploring @base in Live
And tonight's topic is something I have genuinely been waiting to cover properly for a long time.
For the last few weeks we explored AI agents on Base living fully in software. Trading, paying, operating autonomously through USDC on Base.
But tonight the conversation changes.
Because now the agent gets a body.
Tonight's Topic :
''The Agent Got a Body - Robotics, AI & Base's Physical Intelligence Bet''
The timing for this discussion is perfect.
Base Batches 003 Robotics Track just wrapped up and Demo Day in San Francisco is now only five days away.
Tonight we'll go deep into some of the most interesting things happening at the intersection of AI, robotics and onchain economies -
OpenGotchi - the pocket sized device built on Base where pressing a button four times can literally order your Red Bull automatically. Built-in Base wallet. GotchiOS. An AI agent that can take actions for you in the real world.
We’ll also discuss what actually happened inside the robotics lab in Kuala Lumpur where 30 Unitree G1 humanoid robots were being tested and trained together.
Then we'll break down the Base Batches 003 Robotics Track itself:
what the program was,
why Base started focusing on robotics,
and why physical AI may become one of the biggest long term categories for onchain systems.
We'll also cover:
- Virtuals Protocol shifting from digital AI personalities toward embodied AI
- Why Base could become the economic layer for autonomous robots
- What happens next at Demo Day on May 19 in San Francisco
- And the honest reality - hardware is still extremely difficult, expensive and competitive
And one thought experiment I really want us to explore tonight:
What happens when a warehouse of 300 robots all have Base wallets, can earn money, spend money and coordinate with each other autonomously in USDC? That future sounds crazy today.
But parts of it are already starting to appear.
🕚 11:00 PM IST / 5:30 PM UTC
Host : @mx_manoj
Co-host : @SanjeebDas44977
Space link : https://t.co/XYnvmp59kn
Feedback, topics, questions 👉 https://t.co/WakEtq1ubs
Lets discuss it together tonight -
Based Evening Builders 💙
Today is Our Day 27 of Exploring @base in Live 💙🟦
For the last few months most people have only thought about AI agents as software. Like ⤵️
- Chatbots.
- Trading agents.
- Autonomous accounts posting on X.
- Tools operating behind screens.
But what happens when those agents start interacting with the physical world?
Tonight’s Topic :
“The Agent Got a Body - Base’s Bet on Robotics & Physical Intelligence”
Tonight’s discussion is centered around one of the most interesting directions @base with @virtuals_io is quietly moving toward right now - robotics and embodied AI.
Because after Base Batches 003 Robotics Track wrapped up, it became very clear that this is no longer just about digital agents living online.
We’re now entering the phase where agents can move, interact, purchase, coordinate and eventually operate physical systems autonomously.
One of the biggest examples we’ll discuss tonight is @opengotchi.
A small device built on Base with its own wallet, operating system and AI agent layer.
Press a button four times and it can literally order a Red Bull for you automatically.
Not a demo concept.
A real product direction.
We’ll also go into the robotics lab in Kuala Lumpur where 30 Unitree G1 humanoid robots were being tested together and why so many builders inside Base suddenly care about robotics infrastructure.
Then we’ll break down the Robotics Track itself:
- Why Base supported it.
- What projects like @opengotchi, @shadowcleague and @Vader_AI_ are actually building.
Why @virtuals_io is shifting toward embodied AI.
And why $VIRTUAL being listed on Coinbase spot became an important signal for the entire category.
We’ll also spend time discussing why @base makes sense as an economic layer for robots specifically.
Because if autonomous robots eventually need wallets, payments, coordination systems and machine-to-machine transactions, then stablecoins and onchain infrastructure become much more important than most people realize today.
And of course we’ll also talk honestly about reality.
- Hardware is difficult.
- Robotics takes time.
- Competition is intense.
- And physical AI is still extremely early.
But the direction itself is becoming hard to ignore.
🕚 11:00 PM IST / 5:30 PM UTC
Host : @mx_manoj
Co-host : @SanjeebDas44977 & @BaseBengal_base
Space link : ( https://t.co/pMIh2GHVkf )
Feedback, topics, questions 👉 https://t.co/emQj0QEKzH
@base@BasedIndia@saxenasaheb@AhaanRaizada@cb03c66@0xKacperrr0
Based Evening Builders 🔵
Today is Day 25,
24 days ago when we started exploring @base on live.
I honestly didn’t expect we would eventually arrive at this moment.
The S&P 500 is now on @base.
As a real onchain financial product connected to one of the most important indexes in the world.
And most people still haven’t understood how massive this shift actually is.
Tonight’s Topic :
“The S&P 500 Is Now On Base - And Nobody Is Ready For What Comes Next”
This week at Consensus 2026, Jesse Pollak announced that Centrifuge launched deSPXA on Base:
24/7 onchain S&P 500 exposure,
built alongside S&P Dow Jones Indices,
managed by Janus Henderson,
and backed by Coinbase Ventures.
That sentence alone would have sounded insane a few years ago.
Tonight we go deep into what this actually means:
→ Why the S&P 500 matters globally
→ The limitations of traditional RWAs & how deRWAs attempt to solve them
→ What deSPXA actually represents underneath the hood
→ Why 24/7 markets fundamentally change access for global users
→ Who can realistically use these products today
→ How liquidity, stablecoins & DeFi protocols connect into this system
→ What Jesse hinted comes after tokenized equities
→ Risks around regulation, smart contracts & liquidity fragmentation
→ And how AWS AI agents, x402 growth & Bankrbot launches fit into the same bigger picture
Because this is no longer just “crypto.”
We are starting to watch global financial infrastructure move onchain piece by piece.
And Base is positioning itself directly in the middle of that transition.
One of our biggest discussions yet 🔵
🕚 11:00 PM IST / 5:30 PM UTC
🎙️ Host : @SanjeebDas44977
Co-host : @mx_manoj & @BasedIndia
Space link : ( https://t.co/IDDzACHEq5 )
Questions, feedback or topics 👉 https://t.co/emQj0QEKzH
Let’s build only on @Base 💙
@base@cb03c66@saxenasaheb@BasedIndia@biewen_
Based Evening Builders 💙
Today is our Day 23 of exploring @Base live.
And tonight we’re discussing one of the biggest questions around Base that almost nobody talks about properly.
@base was created by @coinbase
So when people build on @buildonbase
are they building on an open blockchain ecosystem?
Or are they building on infrastructure still controlled by a company?
Today’s Topic :
“Base’s Decentralization Journey - From Coinbase’s Chain To Everyone’s Chain
And the timing for this conversation is perfect.
Because Base AZUL - one of the biggest upgrades in Base’s history goes live in just 3 days.
Tonight we’ll break down:
→ What sequencers actually are
→ Why decentralization became such an important conversation around Base
→ How fault proofs changed things in 2024
→ What Stage 1 really means
→ Why institutions care deeply about Stage 2 decentralization
→ What Base AZUL upgrades are bringing
→ And what parts of Base are still centralized today
Most importantly, we’ll connect how decentralization impacts every ecosystem we explored over the last 22 days :
Like - Stablecoins, AI agents, RWAs, Onchain Identity, x402 Payments, Stablecoin Liquidity , Defi growth , Base Azul Upgrade , Prediction Market , non - USD Stablecoin etc.....
Because stablecoins need trust.
Institutions need guarantees.
AI agents need neutral infrastructure.
And global finance cannot scale on systems controlled by a single actor forever.
long-term adoption only works when the infrastructure itself becomes trust-minimized.
Join Our Todays discussion and lets understand how everything getting upgraded together 🔵
🕚 11:00 PM IST / 5:30 PM UTC
Host : @SanjeebDas44977
Co-host : @mx_manoj@BaseBengal_base
Space link : ( https://t.co/mjAZuSsWc0 )
Any Feedback, questions or topics 👉 https://t.co/emQj0QEKzH
Let’s discuss it together 🤝
@BasedIndia@baseapp@base@saxenasaheb@cb03c66@biewen_@AhaanRaizada@sumedha2199
কয়েনবেস ($COIN) এআই-নেটিভ ফাইন্যান্সের রাজা হয়ে যাচ্ছে। শুধু ক্রিপ্টো এক্সচেঞ্জ নয়, স্টেবলকয়েন আর এজেন্টিক কমার্সে ওরা একাই খেলা মেরে দেবে।
২০৩১ সালের মধ্যে কয়েনবেসের মার্কেট ক্যাপ ৩০০ বিলিয়ন ডলারের উপরে চলে যাবে। মানে আজকের থেকে ছয় গুন বেশি।
@jonbma বলছে কয়েনবেস দুটো জায়গায় একদম জিতে যাচ্ছে। একটা স্টেবলকয়েন, বিশেষ করে USDC। আরেকটা এজেন্টিক কমার্স মানে এআই এজেন্টরা নিজে নিজে যেভাবে পেমেন্ট করবে, কেনাকাটা করবে, সেই পুরো ব্যবস্থা।
তাদের বুল কেসটা দেখে তো অবাক লাগছে।
২০৩১ সালে স্টেবলকয়েনের মোট সাপ্লাই হবে প্রায় ৩ ট্রিলিয়ন ডলার। তার মধ্যে USDC-র শেয়ার ৩০ শতাংশ।
এজেন্টিক কমার্সের বার্ষিক খরচ হবে ৭.৫ ট্রিলিয়ন ডলার। কয়েনবেস যদি এই বিশাল মার্কেটের মাত্র ১ বেসিস পয়েন্টও ধরতে পারে, তাহলেই অনেক কিছু বদলে যাবে।
ট্রানজেকশন রেভেনিউ ১১% CAGR-এ বাড়বে। সাবস্ক্রিপশন আর সার্ভিসের অংশ ৪০% থেকে সোজা ৬৫%-এ উঠে যাবে।
ফলে ২০৩১ সালে কয়েনবেসের রেভেনিউ দাঁড়াবে ২৩ বিলিয়ন ডলারের কাছাকাছি, আর নেট ইনকাম প্রায় ১০ বিলিয়ন ডলার।
৩০x দিলে মার্কেট ক্যাপ ৩০০ বিলিয়ন ডলারের উপরে।
এখন বলো তো ভাইয়েরা, তোমরা $COIN নিয়ে কতটা বুলিশ?
নাকি এখনো মনে হয় এটা শুধু হাইপ?
কমেন্টে সোজা বলো, আলোচনা করি।
@base@BasedIndia
Coinbase is the winner of AI-native finance.
We believe $COIN can be a ~$300B+ company (6x from today)
Artemis open sources the BEST Coinbase financial model using onchain data.
You can now build models like the BEST analysts.
We believe Coinbase is WINNING in stablecoins, agentic commerce – not just as a crypto exchange.
Here’s the core assumptions
> Stablecoin supply reaches ~$3T in 2031 (~US Treasury official estimates)
> USDC is 30% of stablecoin supply
> Agentic Commerce ~$7.5T in yearly spend in 2031
> Coinbase Agentic Commerce is able to monetize and captures 1bp of the entire TAM
> Net transaction revenue grows 11% CAGR
> Subscription & Services goes from 40% of total revenue to 65% of revenue in 2031
In our bull case, Coinbase does ~$23B revenue in 2031 with ~$10B of net income.
At 30x PE that assumes ~$300B of marketcap (6x+ from today)
Full 12 page thesis drops at 5pm ET 👀