Tl;dr: We’re focusing the Base app to be trading-first to drive demand and distribution for every asset and to be the best app for whatever you do in the onchain economy. Since announcing the Base app in July, hundreds of thousands of you have used the app to create, trade, save, spend, and build. Seeing the adoption has been incredible. We've also heard clear feedback about what's landing and isn't. Three themes stand out: - The app felt overly focused on social. It came across as too close to web2, and didn’t show support for the full breadth of assets that people want to trade. - Everyone wants more high quality assets. In general there is a desire to engage with and trade high quality assets. This is the most important opportunity as we bring capital markets onchain. - The feed needs to surface everything: Having a feed of what's happening onchain is a good idea, but it needs to surface apps, stocks, predictions, and every asset class (with social tokens are just one of many). In a world where everything is tokenized and tradeable, the single most valuable thing we can do is drive demand and distribution to everyone. That’s exactly what the Base app is going to do. We’re going to make the Base app the best place to trade and use every asset. Concretely this means: 1. We’re going to build for trading first. Having trading as our primary focus will help us bring demand and capital for all rapidly growing asset classes in the economy. 2. We’re going to bring more high quality assets onchain. To best serve the trading use case, we’re going to make it so everything is tradable in the app — protocols, apps, stocks, predictions, memes, and yes creators too. We’re going to lean into a finance-first UX. We be 3. We’re going to lean into a finance-first UX. We believe it makes more sense to layer social features on top of finance, than the other way around. This means we'll continue to experiment with features like copy-trading, feed-trading, and leaderboards. This is going to be hugely additive to the Base economy because it's going to drive more capital and users to every asset and app. Base app will be the best self-custodial wallet to trade and use every asset, globally accessible, with fast, simple onboarding for everyone, everywhere. Base chain will continue to be the best chain to build anything, now supercharged with even more distribution. We’re building this together, in the open, and seeing how people use the app keeps teaching us what matters most. Thank you for the continued feedback. Stay based.

Awesome x402 read from @williamallen at @Cloudflare Check out their x402 payment gated proxy and deploy it to Cloudflare: github.com/cloudflare/templa…

on the anthropic stuff (technical details in a reply) it's their business they have the right to enforce their terms however they like they're not obligated to provide completely open access to their services but it is a hint at the underlying problem - models aren't sticky so it's not good enough that you're using opus they need you and your team to adopt their full stack of tooling so that it is hard to switch to a better model thankfully not all LLM providers want to operate this way - you'll hear more about that soon :) in the meantime we already teased more OpenCode Black dropping today - so stay tuned

Why x402 and Micropayments are the Real Crypto-Native Play👊 1) Why is everyone so hyped about stablecoin projects? 2) I think if you look at Web2 Web3, the one application/sector that doesn’t require deep technical understanding and has the lowest user barrier is—Payment. 3) Structural improvements or discovering new markets around payment are massive opportunities. 4) Let’s take Klarna, the Swedish BNPL company, as an example. Even though opinions about the company vary, BNPL as a fintech model has grown fast—threatening traditional card networks. (x.com/beaniemaxi/status/2006…) 5) If we say stablecoin projects are fundamentally improving global payment rails (like wire transfers) through blockchain, 6) then the truly crypto-native market opportunity, in my opinion, is Micropayments. 7) It’s essential not just for users, but for the upcoming AI Agent era. 8) Do you really think today’s LLM-based agents are the final form? Right now, onchain agents can only handle blockchain-native transactions, but— 9) Imagine this: you tell a robot to go buy bread. How will it pay? It’ll have a wallet built-in and use something like x402. 10) That’s why micropayments fit perfectly with x402. 11) Why now? Well, even today, some agents running in prediction markets already use x402 for payments. 12) If you’re bullish on Agent Economics → you’re bullish on Micropayments. 13) If you’re bullish on Prediction Markets → you’re bullish on Micropayments. 14) If you’re bullish on Robotics → you’re bullish on Micropayments. → The numbers are bound to go up. For now, we have narrowed our focus to a shortlist of meaningful candidates. However, our conviction remains exceptionally high for the sector as a whole. While the ultimate winner is yet to be determined, we believe this field holds High potential as the agentic economy continues to scale $VIRTUAL $KITE $UB $PAYAI $DEXTER $SANTA $DREAMS

The most important narratives leading into 2026: - x402 - Privacy - Robotics - info-fi 2.0 - AI crypto - Prediction market Lock TF In

Which narrative do you think will dominate 2026? 👀 • AI • DeFi • RWAs • Memecoins • Others

New x402 API dropping next week. $PING based!