Maybe I'm wrong.
But I think most people are focused on receiving the Base airdrop.
I'm focused on who benefits after it's over.
To me, Moonwell deserves to be in that conversation.
What's the strongest Base protocol thesis you've seen?
Everyone is trying to figure out how to qualify for the Base airdrop.
I think they're chasing the wrong opportunity.
The real money may be in owning the protocols Base can't afford to let fail.
Here's why I think $WELL deserves more attention. 🧵
One more thought...
Everyone talks about AI agents trading.
What happens when AI agents need to borrow?
Manage collateral?
Earn yield?
Lending becomes infrastructure.
Moonwell is already positioning itself for that future.
Imagine Base launches a token.
$30-50B valuation.
What happens next?
Ecosystems don't keep that value isolated.
They invest back into:
• Developers • Liquidity • Ecosystem incentives • Core protocols
Moonwell is one of the projects I'd expect to be part of that. $well