1. (System design) - The Interaction Models see your screen and collaborates with you live. Here we're building a scalable system architecture together — no copy-pasting, no switching tabs, just thinking out loud and drawing on the screen together.
lots of conversations about base over the last week. wanted to share my candid take after a week of listening and a lot of reflection over the last 6 months.
first off - in case it’s not obvious, the first quarter of 2026 was a punch in the face. I spent 2024 and 2025 making a two pronged bet to bring base to the world: (1) builders would unlock the next wave of crypto adoption; (2) adoption would be driven by new onchain-native social experiences - creators, content, messaging. imo we made the right bet on builders, but obviously the wrong bet on social. builders did drive the next wave of crypto adoption - prediction markets, perpetuals, stablecoins - but social was not at the center of it. in fact, the entire social side of the market that many of us had been building towards - farcaster, zora, miniapps, and yes, creator coins - disintegrated completely. I was wrong - whether it was timing wrong (is $ansem a creator coin?) or fully wrong, only time will tell, but regardless, i was definitively wrong.
the collateral damage was pretty bad! and this year has been an exercise in eating shit. we realized how our focus on social had meant that base had fallen behind in key areas that were now increasingly critical - we had perps (shoutout avantis!) and prediction markets (shoutout limitless!), but both were well behind scaled competitors. and we had a lot of room to improve in unlocking base as a platform for tokenization and payments that really worked for enterprises. people lost confidence, and CT spectators reminded me weekly of all of my mistakes as often as they could. it felt bad man, still feels bad.
but if there’s one thing i’ve learned from the last decade of building in this space, it’s that when things feel the worst, the best thing to do is just put your head down and build. so that’s what i’m doing. I refocused my time and attention back to the chain away from the app, started writing code again, shipped a bunch of stuff (azul, beryl, b20, privacy, ledgers) and questioned a bunch of my assumptions: does crypto need social to grow? does base need an app? can base be bigger than coinbase?
I thought for a long time that social was the only thing that could drive the sort of viral growth to get crypto to a billion people. unsurprisingly, I now believe that’s wrong. It’s clear that better money is more than enough - we are seeing this live with stablecoins, predictions, perpetuals, tokenization and i only expect it to accelerate. I am now focused on bringing a billion people onchain just by making global finance actually work.
on the app, my focus is on building base into the blockchain for global finance. to that end, i’ve handed the base app back to the coinbase mothership, where my now good friend @cobie will be taking it from here to make it the best damn app for onchain you’ve ever seen, including expanding beyond the base ecosystem in ways that tbh i won’t love as the leader of base.
it’s incredibly hard to grow a decentralized network inside of a big public corporation. and i feel like much of the discourse on CT over the last week is downstream of this. the following things can be true: (1) base (and i) love memes and (2) brian probably won’t ever bullpost memes on the tl (this activity is illegal once you’re over 40 years of age). it’s weird and we’re working through it as we continue to decentralize base, which has been our commitment from the beginning.
we’re going to build base into the blockchain for global finance and do everything we can to be the place that the world’s money settles over the next century. we will surely have formidable competitors (welcome robinhood and stripe!) and people may abandon our cause, but we welcome the competition and believe it’s our duty to win the respect and commitment of those who rally to our banner.
in 2026, this concretely means three things: winning trading, payments, and agents.
[continued in the reply]
It’s a sad, sorry state of affairs when protocols are forced to cater to the next shiny object rather than build towards sustainable businesses with fundamentals
But unfortunately there’s a larger trend at play; youngsters nowadays will never be able to own a moderate sized home outright on a normal 9-5
Most are aiming to hit that moonshot with speculative means; Perps, prediction markets, or memes (like CASHCAT pictured) in order to escape the “rat run”
The crazy thing is that if I had my time again I wouldn’t do university or follow the traditional “expected” career route
Why burden yourself with an insane amount of debt to be thrown into the running for a vocational job that’ll be replaced by AI in the next 5 years
Here’s 10 pieces of advice for those in their 20s, from someone in their 30s:
1) Go internet native and play around with the latest AI or agentic tools
2) Try earn enough runway (part time job + drive down your own costs) to keep you afloat for 6-12 months then go solo and work your arse off to figure out what emerging tech works for what you want to build
3) Build an audience; distribution is your moat and ultimately what you’ll likely use to market whatever products you and your AI agents end up building
4) Establish a network; attend in person events and take interest in what others are building and why they’re building it… it could be the thing that helps you find your “purpose”
5) Stay humble. There’s always someone who knows more than you, so learn from them and respect others
6) The one thing you can’t get back is time. It’s your number one currency so use it wisely and sparingly. If you seize an opportunity today it will likely prevent you from others around the corner; opportunity cost should be assessed in EVERY decision
7) What’s your end game? If you don’t have direction or know where you’re heading then you’ll end up lost and moving the goal posts
8) Family and REAL friends are the single most important thing; protect the time you spend with them… you never know how long you have with them
9) Study Maslow’s hierarchy of needs… satisfy all these without debt and any surplus resources (money, time etc) is for play
10) Structure and discipline is everything; carve out time for exercise etc daily. You’ll feel a lot more fulfilled and productive
I hope someone finds use in this and would welcome any other pieces of wisdom below 👇🏼
Imagine a fable 5 quality model that’s 3-4x less expensive in less than 6 months. And an Opus 4.8 grade model that can run on a local device in less than 12 months. Greater than 50% chance that these events will happen. Worth keeping in mind when you make predictions about the future.
introducing custom URLs: give your deployed apps a permanent, personalized home with a clean, memorable ai studio domain
because your apps deserve an identity
Introducing GPT-Live, a new generation of voice models for natural human-AI interaction.
Rolling out in ChatGPT starting today.
You’ll want to turn the sound on for this one.
The computer is being reinvented in the agentic era:
- The model is the new CPU.
- The harness is the new OS.
- Hallucinations are the new bugs.
- The context window is the new RAM.
- Skills are the new apps.
- Markdown files are the new config.
- Evals are the new QA.
- Context is the new moat.
- Permissions are the new firewall
- Trust is the new bottleneck.
- Prompt is the new programming language
- Agent is the new software.
Anything you dream of, you can build.
This is the greatest time ever to be building with computers.
Two Onchain AI ecosystems
Same DeAI thesis BUT completely different unit economics
AI on Bittensor: Fixed tokenomics, 18%/41%/41%. Bootstrap operation with emission but plague by constant sell pressure. Reflexive TAO/alpha token LP. Hunger game competition drives innovations.
AI on Base: Flexible tokenomics. Bootstrap with 0.5-1% trading fee instead of emissions. No reflexive flywheel. No baked-in competition mechanism either.
Which wins? The one whose asymmetric bets survive the bear.
Mapped out the picks w/ the best R/R on both sides ↓
Crypto is fucked. Most projects treat their token as exit liquidity - dump on retail, funnel the real value to equity holders behind the curtain.
We don't. For us, $aeon is the only asset.
Yes, there's a company - everyone has one. The difference is what the equity can do. Ours is boxed in: no VCs, no share sale, no cap table getting paid before you.
We're the first @base project running on Bedrock - a structure + enforcement fund built specifically to block unauthorized extraction. Value has one exit. The token.
No shareholder class in front of you. Contributors get paid in USDC out of fee revenue - lead maintainer holds 0 $aeon. Treasury never sells; any OTC is announced publicly with a mandatory lock-up.
Buybacks are policy, not a vibe. 50% of non-fee revenue → $aeon.
Fair launched at a ~$27K cap. No SAFEs, no warrants, no team allocation, no vesting. This is what community-first actually looks like.
B1 transparency filing from @Blockworks scored 40/40 - same as Meteora & MetaDAO.
Value accrues to the token or it accrues to shareholders. We picked the token.
Discover our new Transparency dashboard 👇