DIAM | base.eth

Crypto research & Onсhain AI

[DIAM | base.eth @DiamLeron]

Botanix is shutting down.

Mainnet stays live until July 8, 2026, so users have time to withdraw funds.

#Botanix #Bitcoin

[Base @base]

Base Azul is officially live on mainnet

This upgrade makes Base even faster and more secure

Making it ready to be the home of global finance

[Base @base]

If you're building for AI

Build it on Base

[DIAM | base.eth @DiamLeron]

In 2010, Gavin Andresen built the Bitcoin Faucet.
Gave away 5 BTC at a time. 19,700 BTC in total.

It was bootstrapping, getting the asset into enough hands to create a real network.

@Starknet is running the same playbook for strkBTC.
https://t.co/F1cxFXnQ3r
Registration closes at 4:00 PM UTC, May 13.

The mechanic is old. The asset is new: Bitcoin wrapped with native privacy on a ZK chain.

Whether strkBTC becomes real infrastructure or another forgotten wrapper is the actual question.

[DIAM | base.eth @DiamLeron]

Stablecoins don't need consumers to win.

They need software agents, and agents are already here.

Autonomous software needs settlement that does not close at 5pm, ask for a bank login, or wait for a human to click approve.

That is the part crypto kept over-explaining. Agents may make it brutally practical.

The winner is whoever becomes boring infrastructure for machines.

The loser is every payment flow built around a human at a screen.

[DIAM | base.eth @DiamLeron]

TradingView just listed @Polymarket as an upcoming NASDAQ IPO under the ticker $POLYMARKET.

No official announcement. No S-1 filing.
Dec 31, 2026 as "offer date" is a placeholder.

But the fundamentals are real:
- $43M in fees in April alone.
- ICE committed nearly $2B across two investments.
- Polymarket V2 just launched.

The IPO question isn't if. It's when.
https://t.co/Tv3CV9TZlt

[Brian Armstrong @brian_armstrong]

There’s a generational shift happening, and Coinbase is uniquely positioned to capture it:

1) The onchain economy has reached escape velocity
2) Coinbase's full stack platform is powering it
3) The next frontier is agentic and on Coinbase

Our thesis is simple: crypto is the best form of money, and the infrastructure will overhaul the existing financial system. If it involves money, it will involve crypto.

Coinbase is uniquely positioned to capitalize on this transformation. Some highlights from our earnings today:

- Gained share in both spot and derivatives globally, reaching an all-time high in crypto trading volume market share
- Saw huge growth in derivatives trading volume, driven by our Everything Exchange
- 10x increase in stablecoin transaction volume on @base
- USDC on our platform hit another all-time high
- >90% of onchain agentic stablecoin transaction volume is on Base
- 12 consecutive quarters of net native unit inflows- customers have been adding more crypto to Coinbase every quarter

[DIAM | base.eth @DiamLeron]

a16z just announced a $2.2B Fund 5.

Their core thesis is that crypto infrastructure is turning into products people actually use:

- stablecoins for payments and savings,
- prediction markets for surfacing truth,
- onchain lending and capital markets,
- tokenized assets,
- AI agents that can hold wallets and transact.

What stands out is how little of this depends on the old crypto pitch.

It's less about convincing people to care about crypto, and more about blockchains disappearing into cheaper, faster financial rails.
https://t.co/dc051KGwnH

[Base @base]

Anticipate an entirely new agentic economy

Anticipate the infrastructure needed

Anticipate Base

[DIAM | base.eth @DiamLeron]

Polymarket generated $43.36M in fees in April.

Annualized: ~$520M.

97% of all onchain prediction market fees.

@Polymarket charged zero fees for most of its existence. April was the first full month with fees across all categories.

This is what a monopoly looks like.

[Base @base]

Woke up based

[DIAM | base.eth @DiamLeron]

Most L2s compete on speed and fees.

@Starknet just entered Phase 4 with a different bet: privacy at the protocol level.

Shinobi upgrade is live. STRK20 brings shielded balances to any ERC-20.
strkBTC wraps Bitcoin with optional private transactions.

Privily launched the first L3 privacy neobank.
Extended runs ~30 TradFi markets onchain - equities, ETFs, forex, commodities.
Ready Card users spent $50M IRL.
248 projects at the latest hackathon.

Infrastructure done. Now it has to work.

$STRK price hasn't moved. The codebase has.

[DIAM | base.eth @DiamLeron]

"Stablecoin" is starting to sound like "horsepower."

Coined to explain something new in familiar terms.
Useful then. Outdated now.

@a16zcrypto argues that stability is no longer the point. It's the prerequisite.
The real question is what you build with it.

Payments. Settlement. Money that runs like software.

The name may stay. What it describes has already changed.

Our future is Based.
https://t.co/PNZDectDIk

[DIAM | base.eth @DiamLeron]

Trading brought the first 700M users into crypto.

The next billion won't come through trading.

Stablecoin supply: $320B. Monthly onchain volume: $7.2T. These are payments and yield numbers, not speculation numbers.

@binance estimates 2B crypto users by 2030, driven by payments, tokenized assets, and AI.

The infrastructure for that future is being built now.

Most people are still watching price charts.

Our future is Based.

[DIAM | base.eth @DiamLeron]

I am Based

[Base @base]

This watch was 70 USDC

This watch is sold out

This watch is Based

[Gensyn Foundation @GensynFND]

Ahead of the upcoming Gensyn TGE, all $AI public sale participants will receive a $10 credit to test Delphi.

Go to: https://t.co/68VZdcnV81