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 i…
trading means every asset. tokenized stocks, memes, app coins, whatever you want to trade. payments means stablecoins that work globally, for people and for enterprises. agents means accelerating all of it because crypto is native money for computers and artificial intelligence is going to create trillions of new economic actors. and against these three pillars, builders are the backbone. If there’s one thing i’m deeply proud of since the beginning of base, alongside all the mistakes, it’s betting on builders. base is what it is because of the people who built it. not the roadmap, not the infrastructure - the builders who showed up, shipped, and kept going through every version of this, the…
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