If you look at the @base ecosystem you can already see the anchor projects forming
• DEX → Aerodrome
• Lending → Morpho
• Memes → Virtuals
• NFTs → Zora
The one missing piece in any ecosystem is a PerpDex -and on BASE that’s @avantisfi , which is about to hit TGE.
Now check the numbers: most of these projects are already sitting at $1B+ valuations, backed by Coinbase Ventures and integrated into Coinbase products
@zora for example, got embedded directly into the BASE App as the NFT infra layer. @AerodromeFi is the native Dex inside Coinbase Wallet
I’ll let you connect the dots yourself on what Avantis could become for Coinbase 😉
One more thing worth noting - the only projects backed by the BASE Ecosystem Fund so far are Aerodrome and Avantis.
250M $LIT just moved to
0x98e7769167194A8Cf272B649319676bE84052b5f
Looks like the Lighter airdrop might actually land at ~25% of supply
https://t.co/QTiGiu0e9d
If Kinetiq opens at a 50M FDV that’s insanely sweet for a project sitting on 1.15B TVL
@Polymarket odds look way too pessimistic - probably because the last few HL launches were mid
and don’t forget HL itself might buy back @kinetiq_xyz in the future