We're hiring an Enterprise Marketer at @base. The job is marketing onchain financial products into large institutions. Looking for an exceptional storyteller with technical acumen who understands both crypto and tradfi. Apply here:

Awesome to see @base community members shipping. @QuigleyNFT building @helixaxyz @rbthreek vibe coding a smart wallet trading app @0FJAKE podcasting with @rish_neynar @MrDegenWolf building the White Wolf community Links below. Not investment advice.

People are giving up on crypto at exactly the wrong moment. The whole world's assets are starting to come onchain. Stocks, commodities, real estate, eventually most things of value, and we're right at the beginning of it. Some people will say that this is just mainstream finance moving onto new rails, and that crypto itself has got boring. I understand why people feel that, especially with prices where they are. But I think it's exactly backwards. All of these assets have to trade and settle somewhere. They need deep DEXs like Aerodrome, borrow and lend markets like Morpho, perps like Avantis, and a settlement layer like Base. They also give every wallet and front-end a new product to grow with. That's a wave of capital, users and liquidity coming into crypto. People are capitulating because Bitcoin and ETH have underperformed. That's not the same as the market being anywhere near done, and I think the comeback will be quite something. I would not like to be on the wrong side of that trade.

Tokenised stocks in 2026 are where stablecoins were in 2018. I was around for that one. Within a few days USDC, Gemini and Paxos all launched, going after Tether. It felt inevitable the world would want a dollar that was global, programmable and onchain. The only question was who'd win the market. What I didn't appreciate at the time was how long it would take. Eight years on, stablecoins are only now becoming real financial infrastructure, moving trillions a year. Tokenised stocks feel very similar. Access is the obvious bit, a lot of people can't easily buy US equities today. But the bigger thing, exactly like with stablecoins, is what you can do with them once they're onchain. Borrow against your Nvidia, lend it out, use it as collateral, earn yield, trade it 24/7, compose it with everything else. That composability is as inevitable as it was for the dollar. Stablecoins took longer than I expected. But tokenised equities might actually move faster than people think, because this time most of the infrastructure already exists. Eight years ago a lot of things still had to be built. Now the UX, the onramps, the DEXs and the stablecoins themselves are already here to plug into.

Request for build: an investment product that goes exponential if AI does. There's a particular kind of anxiety I keep running into with people who don't work in tech. They're using AI every day now, they can feel the energy, they see the IPOs coming in the trillions, and somewhere underneath it sits a quiet fear of being left behind while a new class pulls away. So they ask the obvious question, how do I invest in this, and the answer is pretty weak. Buy Nvidia, some tech stocks, maybe an AI ETF that's half the names you already hold, and that's about it. The venture upside, the pre-IPO names, the real high-risk/high-return asymmetric stuff, is all closed off unless you're already wealthy and have access. Which is the whole problem crypto is supposed to solve. Imagine an investment structure that gives regular people exposure to the entire thing. Not just public stocks but pre-IPO names, early stage venture, infrastructure, even allocations into the sovereign funds now piling into AI. And then the interesting part, instruments that track what AI is actually doing in the world. Options, perps and prediction markets that pay out as AI takes its share of GDP, as it replaces white collar work, as the sector compounds into the trillions. And the real asymmetry is speed - the faster it all happens, the more it pays. Hit AGI in the next two years rather than the next ten and the thing goes vertical. Composable crypto rails are what tie it all together. The financial structuring is obviously very tricky, but the harder part is who issues it. A basket of derivatives is only worth something if whoever wrote them can actually pay when you come to collect, so this has to be built by someone with a real balance sheet. Low counterparty risk, properly capitalised, etc. The test for the product is simple - if AI goes exponential, the product goes exponential. If the technology 100x's and the thing returns 30% a year, it hasn't worked. Get all of that right (very hard) and you've got yourself an extremely compelling investment product.

Citi estimates that tokenisation will hit $5.5 trillion by 2030. Nearly all of that is dollar-based assets. US treasuries and equities will be bought onchain so the rest of the world can easily access them. Everyone's racing to put US assets onchain and sell them to the world. The current narrative is US assets, distributed globally. As I was reading Dalio's article about the inevitable rise of China and the changing world order, I started wondering if the reverse ends up mattering more. As China slowly opens to outside capital (and over time it will, the same way it spent decades opening up to trade), I predict a parallel market will form on crypto rails for Western exposure to Chinese assets. This won't be official to start - it'll be synthetic and indirect. I'm sure there are people building it as we speak. We've seen this pattern before with stablecoins, and now stocks. USDT gave people offshore dollars long before anyone issued a regulated stablecoin. Pre-IPO stocks trade on crypto rails, providing global access to a previously illiquid asset class. Perps let someone in any timezone get synthetic exposure to a commodity while the underlying market is shut. This is exactly what crypto is good at - seeping through the cracks and routing around whatever's closed or inaccessible. Right now Chinese assets are pretty much closed. I think crypto gets there first. The China leg almost certainly isn't priced in.

We're shifting from browsing the web to just asking an agent. So it's natural to want that agent to actually do things too, not just find them. That's Base MCP. It connects your agent to a Base wallet so it can transact for you.

Base does around $4 trillion in USDC transfer volume a month. But it's not only dollars, over 20 local currency stablecoins now live on Base, which is what makes real cross-border payments and onchain FX possible.

Coinbase’s product showcase on Tuesday was one of the most talked about events in crypto this week. Yesterday we sat down with @XenBH , Head of Marketing at @base to get his thoughts on where things are headed. A few takeaways 👇 (🧵)

Tokenisation matters because of what it opens up: borrow and lend markets on open defi protocols. Base is seeing rapid growth here, now the #2# onchain credit market in the world (behind only Ethereum).

This week I represented Base at the Stablecoin Conference! We announced the base:0xf197ffc28c23e0309b5559e7a166f2c6164c80aa lending vault on @base. You can now lend MXNB by depositing your base:0xcbb7c0000ab88b473b1f5afd9ef808440eed33bf on @Morpho. This matters because it helps us create even more utility for non-USD stablecoins onchain and it helps citizens to protect themselves from inflation and capital control while also being able to spend daily on their local currency. Thank you @reidbenj for the invitation, it was an amazing event!