《5 Main Lines of the Base Ecosystem》
In recent days, Brother Sha and group friends discussed and outlined several lines of the Base ecosystem:
1. The #virtual ecosystem: acp, the core node of the ecosystem
acp is the standard set by #virtual, similar to mcp
mcp has numerous project practices on Solana, but as a result, $dark, the leading figure, publicly stated that this path is unfeasible
From the fundamental perspective of acp, I also tend to see it as difficult to progress, but within the entire #virtual ecosystem
it is an important theme
It is essentially betting on the further prosperity of the #virtual ecosystem, at least a local prosperity
Currently, this should be the biggest theme on virtual, likely to be speculated upon, creating a wealth effect, and then withering away
The core of acp is Brother Aixvc's three projects:
$swarm (AI data stream), $mamo (AI financial management), and $brain (AI trading signal capture)
The core nodes of the virtual ecosystem are: $vader, as well as the virtual itself, and the $aiXvc sector
The #aiXvc sector includes one product, the token $axr of Axelrod
But the #aixvc sector has more products than just Axelrod
Currently, many products are in a race.
2. Strong integration with Coinbase, especially the integration with wallets
Or a bit broader, all projects that leverage the Coinbase ecosystem
wallet includes $mamo financial management, $byte for delivery, and $bnkr (defai + Twitter token issuance);
In fact, $giza / $mamo / $aaa are doing similar things
The difference is that the first two have official backing.
3. New things emerging around the facaster super launch incubator
Another line is around the facaster super launch incubator, with the current new thing being $noice. There’s also the stimulated $qr
For $noice to rise, it first needs to exceed the reward share of $degen, or show this trend
$qr seems to be the Nasdaq big screen of the base ecosystem, rising or withering as the ecosystem grows.
4. New projects created by the new platform $Bid
$Aion is the leader, followed by $dking
$Bid has less friction compared to virtual
#Virtual has a steep curve and significant friction
Not friendly to newcomers
$bid seems to have potential
As there are already several tokens worth over 10 million on the platform
A valuation of $bid being 5-10 times the highest valued token on the platform is reasonable
This is how the believe ecosystem operates
But now at a short-term high, it’s best to observe first.
5. The fifth aspect is strong projects like $Kta
There are also some spillover effects, spilling over to $tig, $aaa
Brother Sha hasn’t finished reviewing this part yet, so let’s not elaborate on it
Lastly, thanks to @0x_CryptoAu and @AdleyWang, without their assistance, Brother Sha would find it difficult to understand the Base ecosystem so thoroughly.