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Base's Growth Dilemma: Why Did Everything Go Right, But Users Still Leave?

Based on the Japanese philosophical concept of "basho" (a field or place that shapes its inhabitants), this analysis explores why Base blockchain, despite initial explosive growth, is now facing a significant user exodus. Launched by Coinbase in 2023, Base quickly became the fastest-growing Layer 2 (L2) solution, reaching a peak of 1.72 million daily active addresses and $5.6 billion in TVL by late 2025. Its immense distribution power from Coinbase's 100 million users created strong belief it would solve Ethereum's user adoption problem. However, after confirming a token launch in September 2025, active addresses plummeted by 73% to 458,000 by March 2026. The analysis attributes this to Base building a mere "location" for transactions rather than a "basho"—a meaningful context where users form identities and relationships. Its bet on a tokenized creator economy via Zora also failed; 99.7% of created tokens became inactive. The core issue is that financial incentives can attract users but cannot fabricate a genuine reason to stay. Unlike a "third place" (e.g., a community square), which people return to for non-transactional reasons, Base was designed for extraction, leading users to leave once incentives dried up. The piece contrasts Base with chains like Arbitrum and Hyperliquid, which, despite also seeing declines, retained users through unique community identity and experiences rather than mere speculation. The conclusion is that the entire L2 model is cooling, and sustainable growth requires building an irreplaceable ecosystem that shapes user identity—something that cannot be engineered through incentives alone. Base's pivot to a self-custody trading app is a rational retreat, admitting its original vision to create a social, habitable chain failed to materialize.

marsbit04/02 06:07

Base's Growth Dilemma: Why Did Everything Go Right, But Users Still Leave?

marsbit04/02 06:07

XRP Price Move Below $1: Analyst Warns That Another Crash Is Coming

Technical analysis by CasiTrades indicates that XRP, after holding above $1 for over a year, is at risk of a significant decline. The analyst warns of a multi-stage bearish structure based on Elliott Wave Theory. Recent weak bounces, consistently rejected at the 0.382 Fibonacci level, signal strong seller control and lack of buyer momentum. XRP is currently in a Wave 3 decline, projected to drop to around $1.09–$1.06. A brief Wave 4 relief bounce may push the price to $1.22–$1.31, but the bearish trend is expected to continue. The final Wave 5 could drive XRP down to a major support zone near $0.87, based on a larger Fibonacci retracement. Despite this bearish outlook, the analyst suggests that a larger Wave 3 recovery could eventually push the price back above $2.

bitcoinist04/02 06:03

XRP Price Move Below $1: Analyst Warns That Another Crash Is Coming

bitcoinist04/02 06:03

Senator Lummis pushes for CLARITY Act, calls it ‘best thing to happen to DeFi community’

Senator Cynthia Lummis advocates for the Digital Asset Market Clarity Act of 2025, calling it the "best thing to happen to the DeFi community." She argues the legislation would provide legal certainty and a "safe harbor" for developers, validators, and node operators, ensuring American innovation remains in the U.S. However, this optimism contrasts with Polymarket's prediction market, where the act's odds of passage are only 49%, reflecting broader market uncertainty. This skepticism may stem from ongoing disagreements between the White House and crypto entities like Coinbase. Concurrently, stablecoin infrastructure is evolving. The Better Money Company, backed by A16z crypto, is developing a "stablecoin clearinghouse" to simplify the use of multiple stablecoins across different blockchains. This development follows the passage of the GENIUS Act in 2025, which streamlined stablecoin regulations. Visa's on-chain analytics report a massive $72.3 trillion in stablecoin transaction volume over the past year, with USDC recently outpacing USDT in monthly transaction volume.

ambcrypto04/02 05:46

Senator Lummis pushes for CLARITY Act, calls it ‘best thing to happen to DeFi community’

ambcrypto04/02 05:46

Is This The Beginning Of The End For Bitcoin Treasury Companies? Here’s what You Should Know

Bitcoin treasury companies, led by Strategy, are showing signs of strain as Strategy halted its weekly Bitcoin purchases and share issuance for the first time since December 2025. This pause, coupled with declining stock and Bitcoin prices, has raised questions about the sustainability of aggressive corporate BTC accumulation. Other firms like MARA sold BTC to reduce debt, while Nakamoto sold coins below their 2025 valuation to build a cash reserve. Strategy holds 76% of all BTC owned by public treasury companies, but the current environment suggests a sector-wide recalibration amid financial and legal pressures.

bitcoinist04/02 05:02

Is This The Beginning Of The End For Bitcoin Treasury Companies? Here’s what You Should Know

bitcoinist04/02 05:02

Franklin Templeton Acquires CoinFund Affiliate, Accelerating Traditional Finance's Rush for Crypto Assets

Franklin Templeton, a global investment giant with over $1.5 trillion in assets under management, has established a new independent cryptocurrency division called Franklin Crypto. This move coincides with the acquisition of 250 Digital, a crypto investment management firm spun out from CoinFund. Although the acquisition amount was not disclosed, the deal is expected to close in Q2 of this year. The announcement is part of a broader trend of traditional financial institutions accelerating their entry into the crypto space. Recent examples include Mastercard's $1.8 billion acquisition of stablecoin infrastructure startup BVNK and Stripe's acquisition of the stablecoin project Bridge. Industry experts predict that crypto-related mergers and acquisitions will exceed $37 billion by 2026. Franklin Templeton’s new division will expand its existing crypto and blockchain venture operations and broaden its digital asset investment platform. The firm’s global head of digital assets currently manages around $1.8 billion. Company executives noted growing institutional and younger investor interest in crypto, signaling a convergence of traditional and digital asset investing.

marsbit04/02 04:50

Franklin Templeton Acquires CoinFund Affiliate, Accelerating Traditional Finance's Rush for Crypto Assets

marsbit04/02 04:50

Lighter jumps 11% as buybacks tighten supply: Is a breakout toward $1 next?

LIT (Lighter) surged 11.31% to $0.8818 as cumulative buybacks reached 9.55 million tokens, reducing circulating supply by nearly 4%. This consistent token removal, including over 606K LIT bought back recently, has tightened supply and supported price stability. The rebound from the $0.80 support level indicates weakening bearish momentum, with potential to challenge the $1.00 resistance. Open Interest rose 33.62% to $143 million, reflecting increased leveraged participation and trader confidence. Positive funding rates show longs are dominant, reinforcing structural recovery. Improved technicals and sustained demand suggest a breakout toward $1 is likely.

ambcrypto04/02 04:42

Lighter jumps 11% as buybacks tighten supply: Is a breakout toward $1 next?

ambcrypto04/02 04:42

Venice Token climbs to $7 – Will VVV clear THIS supply zone?

Venice Token (VVV) surged 14.55% to reach $7.06, supported by an 83.5% increase in trading volume to $45.42M. The price is now testing a key resistance level at $7.20, a historically significant supply zone. Technical indicators show a bullish structure with higher lows and a positive MACD crossover, suggesting potential for further upward movement. However, recent exchange inflows of $931.21K could introduce selling pressure. Short liquidations of $85.05K have reduced immediate downside pressure, but the market breakout depends on whether demand can absorb the increased supply near resistance.

ambcrypto04/02 04:19

Venice Token climbs to $7 – Will VVV clear THIS supply zone?

ambcrypto04/02 04:19

April Fool's Joke? Drift Protocol Hacked for Over $280 Million, Potentially the Second Largest DeFi Heist in Solana Ecosystem

In a major security breach on April 1, Solana-based derivatives protocol Drift Protocol suffered an exploit resulting in over $280 million in losses, potentially making it the second-largest DeFi hack on Solana. The attack involved compromised admin keys, allowing the hacker to mint fake CVT tokens, manipulate oracles, and drain the treasury. The attacker executed 11 large transactions, transferring assets including 51.61 million USDC, 125,000 WSOL, and 164,000 cbBTC, before bridging funds to Ethereum to acquire nearly 20,000 ETH. Drift’s treasury plummeted from $309 million to $41 million within minutes. The protocol had recently updated to a 2/5 multi-signature wallet without a timelock, raising suspicions of insider involvement or private key leakage. Security firms like PeckShield pointed to admin key compromise as the likely cause rather than a smart contract bug. Following the incident, DRIFT token fell over 38%, and SOL dropped nearly 5%. Multiple projects integrated with Drift were affected, with several pausing deposits, withdrawals, or trading. The scale of the attack highlights ongoing vulnerabilities in DeFi, particularly around operational and key management security. Users are advised to avoid interacting with Drift until a full investigation is complete.

Odaily星球日报04/02 04:14

April Fool's Joke? Drift Protocol Hacked for Over $280 Million, Potentially the Second Largest DeFi Heist in Solana Ecosystem

Odaily星球日报04/02 04:14

The $59 Billion Illusion: How the Female Version of Buffett Fell from Grace?

"Cathie Wood, once hailed as the 'next Warren Buffett' and a star among millennial investors, saw her flagship ARKK ETF soar to a peak of $59 billion in assets under management (AUM) by February 2021. Her strategy of betting on disruptive technologies like Tesla, genomics, and AI—while publicly sharing her research and daily trades—initially delivered staggering returns, with ARKK surging 152% in 2020 as she doubled down during the COVID crash. However, rising interest rates exposed the fragility of her high-growth, unprofitable tech holdings. ARKK plummeted nearly 75% from its peak, erasing over $50 billion in AUM by 2026. Critics labeled her approach—essentially applying venture capital (VC) logic to public markets—as fundamentally flawed. Unlike VC, where losses are absorbed by private gains, public markets impose real-time pricing and liquidity pressures, accelerating losses during downturns. Ironically, while Wood correctly predicted the AI revolution, she sold NVIDIA early—missing out on over $1.2 billion in gains—to maintain her "anti-consensus" brand and focus on smaller, speculative names. Her daily transparency and massive scale turned her into a target, as markets anticipated her moves. Despite recent pivots back into gene editing and AI infrastructure, her assets remain a fraction of their peak, underscoring the gap between predicting trends and profiting from them."

marsbit04/02 04:13

The $59 Billion Illusion: How the Female Version of Buffett Fell from Grace?

marsbit04/02 04:13

Bitfarms grows revenue 72%, but losses widen – Here’s why!

Bitcoin mining faces significant pressure as hashprice drops to $30–$35, well below production costs of $80,000–$88,000 per BTC, leading to losses of $17,000–$19,000 per coin. Despite this, miners like Bitfarms continue expanding hashrate. Bitfarms reported a 72% revenue increase to $229 million, but net losses widened to $209 million due to non-cash accounting charges, including depreciation and Bitcoin price volatility. In response, the company is pivoting to high-performance computing (HPC) and AI infrastructure, with 2.2 GW of power capacity in development, aiming for more predictable revenue streams. This strategic shift may reposition Bitfarms as an infrastructure-focused business, reducing reliance on Bitcoin's cyclical volatility.

ambcrypto04/02 04:02