Just topped up @OpenRouter and noticed that the Crypto method is going through @base, and it’s linked with @coinbase support. You can even use @stripe for base payments for X subscriptions now.

Feels like the value logic of Base might really be shifting...

1. @Bankless upgraded #Azul as the most significant update since Base launched, not about scaling, but laying down the infrastructure for consumer-level applications.

2. Base is currently leading in BTC/ETH spot trading volume, monthly USDC transfer volume, and x402 proxy payment volume, and ranked second in lending TVL. On-chain activity is shifting towards payments and consumption, not just trading.

3. At the Base Batches Demo Day 003, 12 teams showcased to VCs, covering AI, DeFi, and payments. @jessepollak mentioned that VC interest is on the rise.

The focus of discussions around Base is shifting from L2 to consumer entry points and financial front-ends.

If Coinbase Wallet and USDC payments can form a closed loop, the valuation framework will be a default layer for consumer crypto, essentially an entry point for on-chain consumption.

Building a YC for on-chain builders, impressive.

#Base