Base的七次破圈时刻

Odaily星球日报Published on 2025-01-24Last updated on 2025-01-24

Abstract

七次破圈，Base成为Solana外机会最多的公链。

原文作者：周舟，Foresight News

Base的七次破圈时刻

在 2024 年一整年的时间里，有两个区块链生态最为亮眼，一是 Solana，另外一个便是 Base 。

虽然诞生时间只有一年半不到，但是 Base 已经经历了七次破圈，成为以太坊最强 L2 。在 2024 年的两次重大的时间点上（ 比特币现货 ETF 通过和特朗普当选新一任总统 ），它没有错过任何一次破圈与拓展加密行业长度与宽度的机会。

从去年 2 月开始，我持续看好 Base，从 Degen（ 最高 50 倍 ）、Clanker（ 最高 70 倍 ）到 Virtuals（ 多次采访创始人 Wee Kee ）......除了 friend.tech 未曾参与，几乎没有错过一次参与 Base 重要破圈事件的时刻，见证了 Base 从起步到如今成为加密世界第二活跃的区块链创新生态。

历史照见未来，为此我整理了 Base 的七次破圈时刻。

第一次破圈：friend.tech 狂揽 5400 万美元

虽然 friend.tech 最终失败了，但它成为 Base 走向加密舞台的第一步。

2023 年 8 月 friend.tech 的出现，是 Base 的第一次破圈。这次破圈吸引了大量从业者和知名 KOL 加入，让很多人第一次看到了 Base。friend.tech 第一个月的收入便超过 200 万美元，净存款超过 3300 万美元。

从 2023 年 8 月到 2024 年 5 月，friend.tech 的协议收入达到 17056.5 ETH（ 当时计价约合 5464.7 万美元 ），这一数据甚至超过了大部分 L2 的协议收入，总用户数也达到 909861 个独立地址。

然而， 5 月之后，friend.tech 急转直下。friend.tech 的联合创始人 Racer 在社交媒体上发帖，暗示有意将 friend.tech 协议从 Base 平台迁出，该消息立即导致该协议的原生代币 FRIEND 价格大幅下跌。公告发布当日，FRIEND 币价跌至 1.01 美元， 24 小时跌幅高达 32.2% 。Racer 表示，friend.tech 在 Base 社区中受到排挤和孤立，被冠以「负面投机」的标签。

这种紧张的关系使得 friend.tech 想另谋出路。然而此后 friend.tech 的发展便一蹶不振。曾经辉煌时，在 2023 年 8 月 10 日刚推出两周时平台用户超过 10 万；然而到了 2024 年 7 月，日用户数已不到 100 人。

第二次破圈：Farcaster 用户单月暴涨 20 万，Degen 代币暴涨千倍

friend.tech 虽然失败了，但 Base 上的另外一个社交产品——Farcaster 开始了崛起之路。

2024 年 2 月，Farcaster 开始爆火，当月用户便达到 20 万，这是 Base 的第二次破圈。据 Farcaster 创始人 Dan Romero 所说：Farcaster 4 月份单日活跃用户达到 8.5 万人

随后 Farcaster 稳步增长， 5 月达到 35 万用户；6 月达到 50 万用户；8 月达到 60 万用户（ 真实日活跃用户数应在 4000 到 5 万之间 ） ......而到了 2025 年 1 月 24 日，Farcaster 总用户数达到近 80 万，协议收入达到 253 万美元。虽然 Farcaster 的日活用户随着时间变化，变动很大，但是它一直在积累更多的用户，并等待下一次机会的出现。

Farcaster 本身出现过两次让人称道的破圈，第一次便是 2024 年 2 月到 4 月之间， Degen 代币暴涨千倍，FDV 一度达到近 10 亿美元。这让 Farcaster 生态给许多交易者们留下印象深刻的一幕。

然而，四月末加密货币市场开始触顶暴跌，Degen 代币也腰斩再腰斩。Farcaster 也停止了快速增长，进入了调整时期。

第三次破圈：出现三个 10 亿美元代币，成为新公链最大「黑马」

在 2024 年 3 月— 4 月，Solana 引领了整个加密市场的 meme 浪潮。而这一浪潮下， Base 则成为 Solana 外接住海量资金最大的公链。

在这段时间内，Base 上出现了 Aero、Brett、Degen 这样的十亿美元市值代币，成功接住了 Solana meme 狂潮溢出的资金。同时在 TVL 上超越 Blast，成为以太坊上仅次于 Arbitrum 和 OP 的第三大 L2。

Base 在这段时间不仅成为仅次于 Solana 的「 第二大 meme 中心」，也成为了仅次于 Arbitrum 和 OP 的第三大 L2，在短短半年时间成为了加密世界最大的黑马。

第四次破圈：超越 Arbitrum，成为以太坊最大 L2

2024 年 8 月，Base 超越 Arbitrum，成为真正意义上的以太坊第一大 L2 。

据笔者统计，从 2023 年 8 月到 2024 年 8 月期间，Base 协议总收入达 7000 万美元；Arbitrum 协议收入 6000 万美元，OP 协议收入为 3000 万美元；Scroll 4000 万美元；ZKSync 4500 万美元。

此外，无论是链上收入，还是交易数量，抑或是活跃地址数等各项重要指标，Base 都远超越其他 L2，成为事实上的以太坊第一大 L2，这是 Base 的第四次破圈。

第五次破圈：Base 推出 cbBTC，吸引 24 亿美元资金流入

2024 年 9 月 Base 推出 cbBTC，背靠 Coinbase 600 多亿美元的比特币储备，推出一周 TVL 便达到 1.7 亿美元，与 WBTC 抢蛋糕，是其第五次破圈。

截止 2025 年 1 月 22 日，cbBTC 市场规模达到 24 亿美元，持有者达到 20 万。这一数字依然在快速增长中。目前 WBTC 的市场份额为 130 亿美元左右，而 cbBTC 正在迅速的向这一数据靠近。

第六次破圈：Clanker 生态崛起，出现三个 5000 万美元代币

2024 年 11 月，Clanker 生态崛起，生态中的 LUM、ANON、Clanker 三个 meme 币相继达到 5000 万美元。又一次接住了 Solana 之外最大的溢出资金，Base 的应用型 meme 文化逐渐形成，这是 Base 的第六次破圈。

然而随着 AI Agent 的叙事进一步发展，Base 上的资金逐渐从 Clanker 生态向 Virtuals 生态涌入。Base 上的流动性不足以支撑两个大的生态，Clanker 生态代币逐渐式微。

第七次破圈：AI Agent 浪潮，Base 第一次与 Solana 分庭抗礼

Virtuals 生态崛起，支撑五个 1 亿美元 AI Agent 代币。而同期，Solana 也有五个 AI Agent 代币超过 1 亿美元。

在历次的竞争中，Base 都是处于「万年老二」的位置，它超过一众公链，但始终未能比肩 Solana 的海量资金。然而在 AI Agent 这轮叙事中，Base 终于与 Solana 站在同一高度。

2025 年 1 月，随着 Virtuals 代币市值短时达到 50 亿美元，Base 生态出现 5 个超过 1 亿美元的 AI Agent 代币，包括 aixbt 等目前市值依然超过 5 亿美元的代币。Base 做到了和 Solana 分庭抗礼，这是 Base 的第七次破圈。

写在最后

Base 成立的时间不足一年半，但是它一次次的超过其他老牌公链，先是 Blast、OP，然后是 Arbitrum，现在则是 Solana。在 AI Agent 这轮浪潮中，Base 甚至已经展现出了比肩 Solana 的势头。

虽然 Base 在流动性上依然距离 Solana 还有一段距离，但是最高 50 亿美元市值的 Virtuals ，让人们再一次看到 Base 成功的提高了其龙头项目的资金流动性上限。

在这七次破圈中，Base 很好的接住了 2024 年 1 月比特币 ETF 通过后的海量资金涌入与 2024 年 11 月特朗普当选新一任美国总统后的大水漫灌。涌现了 Degen、Aero、Brett、Moonwell、Clanker、Virtual、AIXBT、Luna 等一众市值超过 1 亿美元的代币，成为 Solana 后机遇最多的公链。

可以期待的是，这不是 Base 最后一次破圈， 2025 年 Base 将有更多的破圈产品出现。

Trending Cryptos

ctr
CitreaCTR
wstusdt
wrapped stUSDTWSTUSDT
apr
aPrioriAPR
ctx
Cryptex FinanceCTX
audio
AudiusAUDIO
mantra
MantraMANTRA
xvs
VenusXVS
waxl
AxelarWAXL
bill
Billions NetworkBILL
pyth
PYTH (Pyth)PYTH
rune
THORChainRUNE
velodrome
Velodrome FinanceVELODROME
brev
BrevisBREV
zrx
ZRX（0X）ZRX
cake
PancakeSwapCAKE

Related Reads

Will the Ethereum Foundation Evolve into a 'Mascot'? Diversified Organizations Are Fragmenting Its Functions

The Ethereum Foundation (EF) is undergoing significant internal turmoil and functional erosion. Following its largest-ever layoff of 54 staff (20% of its workforce) and a major organizational restructuring announced in June, its Protocol Support Team has been officially dissolved. This comes alongside the high-profile resignation of key figures like co-executive director Xiaowei Wang, bringing senior departures this year to at least eight. Criticism of EF's rigid structure, opaque decision-making, and perceived lack of a clear value narrative for ETH has intensified within the community. The layoffs have catalyzed the emergence of independent, non-profit organizations like Ethlabs and Ethereum Institutional, founded by former EF researchers and members. These entities are now taking on core functions such as protocol research/development and institutional adoption, effectively fragmenting the EF's traditional leadership role. Concurrently, EF's security team is adapting to technological change, deploying specialized AI agents to audit Ethereum's codebase, which successfully discovered a critical vulnerability (CVE-2026-34219). While EF states AI complements rather than replaces researchers, it signals a potential future shift in its operational model. Faced with these challenges—internal restructuring, talent drain, the rise of competing organizations, and AI integration—the Ethereum Foundation appears to be stepping back from a central commanding role. Analysts and community observers speculate it may increasingly transition towards a symbolic "ecosystem mascot" function, while decentralized initiatives drive Ethereum's future growth and institutional adoption.

marsbit5m ago

Will the Ethereum Foundation Evolve into a 'Mascot'? Diversified Organizations Are Fragmenting Its Functions

marsbit5m ago

Is LIT’s burn worth $42 million enough to spur the altcoin’s next big rally?

Lighter (LIT) has experienced significant volatility, rallying 18% over the past week but facing potential overbought conditions. After a warning of a correction toward $2, the price dipped to $2.3 before recovering to $2.60. A major catalyst was the recent burn of over 15.6 million LIT tokens (worth ~$42 million), representing 6.3% of the circulating supply, which may have spurred short-term bullish momentum toward $3. Technical analysis on the 1-day chart shows a bearish divergence with the RSI, signaling a potential pullback despite strong demand. The key Fibonacci retracement level to watch is $2.30. On the 4-hour chart, LIT is forming a range between $2.31 and $2.68. The suggested strategy is to wait for a breakout above $2.70 to target $3.06-$3.21, or a breakdown below $2.31 for a likely deeper retracement below $2. In summary, while bullish momentum persists, traders should monitor the range boundaries for the next directional move.

ambcrypto2h ago

Is LIT’s burn worth $42 million enough to spur the altcoin’s next big rally?

ambcrypto2h ago

Nearly a Hundred Players Rush into Embodied Data: With 4.47 Billion Yuan in Financing in One Year, Who Can Really Make Money by 'Selling Data'?

The domestic embodied AI data industry has attracted nearly 100 players, with 70 focused on data collection and 27 on data infrastructure. In the past year, 15 independent embodied data service providers raised approximately 4.47 billion yuan. Despite this growth, the sector remains early-stage, fragmented, and faces significant challenges. Data collection methods are diverse, categorized into four main routes: teleoperation of real robots, human demonstration without a robot (using motion capture, exoskeletons, etc.), simulation synthesis, and distillation from internet videos. Most companies (43%) adopt hybrid approaches, combining multiple routes, as no single method can meet all training needs. Teleoperation alone is pursued by 31% of players, often by state-owned platforms and robot companies, while newer firms favor asset-light, no-hardware human demonstration. Independent data service providers now form the largest player group (40%), indicating the emergence of a distinct industry segment rather than just a subsidiary function for robot makers. Two-thirds of all players are "embodied-native" startups, while one-third are companies that pivoted from fields like AI data annotation, which are more prevalent in the data infrastructure layer. Current annual industry capacity is estimated at 1.6-1.8 million hours plus 70-80 million data points, with a short-term goal to increase this 15-20 fold within 1-3 years. Data collection factories are spread across 20 provinces in China, concentrated in the Yangtze River Delta, Beijing-Tianjin-Hebei, and Pearl River Delta regions. Financially, the 4.47 billion yuan raised in the past year pales compared to the 43.8 billion yuan raised by the broader embodied intelligence sector in just the first half of 2026, highlighting that data remains a less "sexy" bet for investors. The 15 funded independent providers show clear stratification: a top tier led by a unicorn (Lightwheel Intelligence, 3.1 billion yuan), a middle tier of 11 firms raising tens to hundreds of millions, and an early-stage tier of 3 companies. Sixty-nine investment institutions have participated, but none have made concentrated bets, reflecting uncertainty about viable business models. Over half of these funded companies are less than a year old, most are at pre-A or A rounds, and profitability remains largely unproven. In summary, the embodied data industry has become an independent track creating jobs and local economic activity. However, it is still nascent, with unformed consensus, unsolved problems, and unproven business models. The coming 1-2 years will be a critical validation window to see if companies can build sustainable, profitable businesses purely by "selling data."

marsbit3h ago

Nearly a Hundred Players Rush into Embodied Data: With 4.47 Billion Yuan in Financing in One Year, Who Can Really Make Money by 'Selling Data'?

marsbit3h ago

Dialogue with Multicoin Partner: The Crypto Market Has Bottomed Out, Favoring Three Cryptocurrencies in This Cycle

In a recent interview, Multicoin Capital managing partner Tushar Jain shared his views on the crypto market. He believes the market has bottomed and is at an inflection point, citing that negative news no longer causes significant price declines and application adoption continues to grow. Jain remains highly bullish on Solana, viewing it as the correct architectural choice for internet capital markets, particularly for spot and tokenized security trading. He is also positive on Hyperliquid, noting its leadership in decentralized derivatives trading. His investment approach focuses on concentrating capital in top convictions rather than equal allocation. A distinct opportunity he highlights is Zcash (ZEC), which he sees as a return to the industry's cypherpunk ethos and a potential top-five asset by market cap. For assets like Zcash without cash flows, his valuation framework is based on relative market cap ranking. Regarding investment strategy, Jain employs a "three-part" entry method to avoid timing pitfalls and emphasizes long-term "active management" over "active trading." He outlines four sources of investment edge: informational, analytical, behavioral/psychological, and structural. On portfolio management, the fund uses Bitcoin as its "cash," selling assets into Bitcoin during market euphoria to reduce beta risk and using Bitcoin to buy dips. Sales occur only if a better opportunity arises, the investment thesis breaks, or valuations become excessively overheated. While respectful of Ethereum's resilience, he questions its unclear scaling roadmap. Finally, Jain reaffirms his commitment to the thesis that blockchains will form the foundational architecture for future capital markets.

marsbit3h ago

Dialogue with Multicoin Partner: The Crypto Market Has Bottomed Out, Favoring Three Cryptocurrencies in This Cycle

marsbit3h ago

Bitcoin nears cycle bottom despite record $8B Spot ETF outflows – Why?

Bitcoin (BTC) is recovering near $64,100 after falling below $60,000, but faces headwinds from Middle East tensions and persistent U.S. inflation concerns, keeping the Federal Reserve's interest rate at 3.50%-3.75%. According to CoinShares' James Butterfill, signs suggest Bitcoin may be nearing a cycle bottom despite a record 8-week streak of Spot Bitcoin ETF outflows totaling ~$8 billion. Recent small ETF inflows hint at easing institutional selling pressure. Notably, a large 3,588 BTC sell-off by a specific strategy in early July had minimal market impact. On-chain data shows new buyer support forming in the $60k-$63k range, while the $77k price level has shifted from support to a key resistance zone. Overall, the market is under pressure but not broken, with cautious sentiment prevailing as Bitcoin trades below major historical cost bases.

ambcrypto3h ago

Bitcoin nears cycle bottom despite record $8B Spot ETF outflows – Why?

ambcrypto3h ago

Trading

Spot

Hot Articles

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of SOL (SOL) are presented below.

活动图片

Top Questions