base split from the optimism superchain in february. coinbase now keeps 100% of sequencer fees on a chain doing $5.9T monthly stablecoin volume, 18x more than any other L2. base captured majority of all L2 revenue in 2025 at $78.2m. add circle paying coinbase 56% of all USDC revenue and x402 crossing 100m agent transactions in 45 days. every agent payment on base is triple extraction: sequencer fee, USDC revenue share, custody fee. Q1 2026 earnings in may will be the first full quarter showing this margin expansion and $COIN is still priced like a cyclical exchange stock trading at 5x subscription revenue. the agent economy needs regulated rails and coinbase shipped them 5 weeks before stripe even launched tempo.
Leveled up in the Great Gas Reckoning with ETHGas! 💪
Teen Jack status: 0.3287 ETH gas spent, 120 Beans earned—supporting the Gasless Future!
Claim your Gas ID at https://t.co/K2k4OOlSLa
🚨 Don’t be Late. Be Real-Time.
Introducing the Linera Buildathon, where developers build the next generation of instant, agentic, onchain apps powered by Linera’s microchains.
gmicrochains and gspice! We’re thrilled to share our latest partnership with @spicenet
Together we enable real-time composable execution: Linera microchains + Spicenet’s brokerage network for fast cross-chain performance
Full announcement: https://t.co/BQUqKXG8bf
More 🧵👇
Honouring the Voltz community
As we prepare for $REYA, we’re recognising one of the early pioneers of onchain finance: Voltz, and the community that helped move DeFi forward. 🧵