Market Focus & Expectations - The market anticipates a significant announcement regarding $Base on December 17th, with speculation around a potential token launch [1][2] - Industry suggests that Coinbase aims to establish $Base as a "链上纳斯达克" (on-chain Nasdaq), integrating Web2 accounts with Web3 liquidity [1][2] Technological & Strategic Initiatives - Base is positioning itself in the AI x Crypto space, supporting AI agents with high-frequency, low-cost payment solutions [3][5] - Base is fostering a new paradigm for user onboarding, creator economy, and token distribution, potentially through Jesse Pollak's personal token experiment and ERC-20 gas fee support [2] Institutional Adoption & Financial Infrastructure - JPMorgan has launched JPM Coin on the $Base network, indicating institutional interest and a compliant settlement channel [6] - Stablecoin transaction volume on Base has reached $1.5 trillion, suggesting significant institutional participation [6] DeFi & Liquidity Innovation - Aerodrome on Base has introduced "Aero Launch," enabling projects to "购买流动性" (buy liquidity) by allowing them to pre-set token supply and allocate initial trading fees to liquidity providers [7] Investment & User Engagement Strategies - Industry advises focusing on core assets within the Base ecosystem, such as Aerodrome or leading AI projects, rather than engaging with "垃圾合约" (garbage contracts) for airdrop speculation [8] - The next potential growth area for Base may be SocialFi or consumer-grade applications, driven by Base App's creator tokens and Zora's technical support [8]
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