Base Rebuilding is Coming, Which Assets are Worth Investing In?

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2025-07-15 18:02

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TBA Day is Coming

On July 15, Coinbase Wallet officially teased that they would release a "major update" the next day. Previously, Base Chain co-founder Jesse Pollak also spoke out on Platform X, stating that an important announcement would be made on July 16, which may signify a significant upgrade to the Coinbase Wallet product.

Recently, Coinbase has been undergoing a deep strategic restructuring around the Base Chain, no longer satisfied with being just a "crypto asset management tool," but actively transforming into an "on-chain super portal" that integrates social relationships, transaction execution, content distribution, and offline consumption. The Wallet's embedded MiniApp system and app recommendation mechanism are gradually evolving into the project launcher and traffic hub of the Base ecosystem, making the Wallet the first stop for users to discover new projects and also creating a closed-loop "payment, social, transaction, consumption" ecosystem for Coinbase.

Furthermore, Coinbase's early-year acquisitions of several traditional tech companies are paving the way for this ecosystem. This Wallet update is likely to be a concentrated release of traffic and features, and is also expected to bring about a new round of user growth and capital injection for the Base Chain. In this context, this article will take stock of Base ecosystem potential targets worth laying out.

Aero: The Revolution of MetaDEX

Aerodrome combines the best features of its predecessor DEX: it adopts a tokenomics model inspired by Curve and Convex to optimize governance and token distribution, as well as a Uni v3-style concentrated automated market maker to achieve efficient capital exchange. These features provide a solution that aligns the incentives of all stakeholders, making Aerodrome the preferred trading venue for users.

Coinbase Ventures is an active participant in Aerodrome's governance, voting to support channeling AERO token distribution to the cbBTC pool, further solidifying Aerodrome's market leadership. This once again demonstrates the close connection between Aerodrome and Base and Coinbase, positioning the protocol as a cornerstone financial infrastructure for Base L2.

Benefiting from the Base Chain user growth dividend, Aerodrome's usage continues to soar. Data shows that the platform's TVL has rebounded from $300 million in April to the current $530 million, with protocol revenue also consistently leading the way, reaching $580,000 in 24-hour revenue, long holding the top spot on the Base Chain. Updates have brought an increase in the base ecosystem's activity, bringing new growth to Aero.

Clanker: A Launchpad Where Everyone Can Launch Tokens

Clanker is a self-service agent based on the Base blockchain, with its core function being to help users deploy ERC-20 standard tokens. Users simply need to tag @clanker on the social platform Farcaster and provide relevant token information (such as name, code, and image), and Clanker will complete the token creation, liquidity pool setup, and liquidity lock-in. The entire process does not require users to have complex technical knowledge, truly realizing "everyone can launch tokens".

Recently, Clanker has upgraded to version 4, fully integrating Uniswap v4 with exclusive extended features, making it the most flexible meme launch infrastructure currently available. The new version brings a more customizable deployment experience—including dynamic/static fees, configurable fee collection token mechanisms, and creator-centric "sniper auction" MEV module—powerful features that not only enhance the freedom of token deployment, but also greatly optimize the user experience and creator revenue path.

Currently, Clanker's protocol generates monthly revenue exceeding $350,000, with total profits surpassing $30 million, far exceeding most similar platforms, yet its market valuation remains relatively low. With the V4 protocol implementation and mechanisms such as revenue sharing, staking, and governance gradually coming online, Clanker is poised to become the "launchpad king" for meme issuance on the Base Chain.

Mamo: Coinbase Wallet's "On-Chain Yield Optimizer"

Over the past two weeks, $MAMO has experienced a 4x surge, surpassing a $1 billion fully diluted valuation, becoming one of Base Chain's most prominent newcomers. Mamo is hailed as the "yield optimizer" for Coinbase Wallet, with a focus on "auto-compounding staking." Users simply need to deposit their assets into the wallet, and the system will intelligently allocate them to high-quality strategy pools for staking, achieving an annualized yield of up to 7%. With no manual intervention required, earnings are compounded daily, enabling true on-chain "passive income."

Behind it is Moonwell, a project supported by Coinbase's "main force," hence the meteoric rise of $MAMO can be seen as a well-thought-out strategy.

Byte: The AI Wallet for Self-Service Ordering

Byte is reshaping the boundary between cryptocurrency payments and real-world consumption. With just a sentence, AI automatically selects a restaurant, places an order, and completes the payment, all without any clicks. It not only bridges the gap between cryptocurrency and real-world merchant payment channels but is also the world's first POS system integrated solution capable of achieving "AI-powered automatic checkout."

Base co-founder Jesse Pollak even personally tweeted in support by ordering takeout, providing a public endorsement for Byte's practical implementation. With more and more food and beverage brands onboarded, the proliferation of AI proxy transactions, Byte is poised to become the foundational payment layer of the AI commercial era, expanding to more scenarios such as e-commerce, subscriptions, and offline services, leading the way for the "AI Wallet" gateway of the next decade.

Conclusion

Today, Coinbase Wallet is rapidly evolving into an on-chain super app: not only bridging social (Farcaster), payment (Byte ordering), short-form video content consumption scenarios but also embedding features such as automated finance (Mamo), offering users a one-stop solution for their on-chain daily lives. This shift from a "trading tool" to a "lifestyle gateway" signifies Coinbase's comprehensive ecosystem overhaul around the Base Chain, betting on the growth paradigm of the next stop in Web3.

As the July 16th major update approaches, this product-level upgrade is expected to break through the traditional exchange's single boundary, bringing stronger user guidance and liquidity increment to Base, further solidifying its leading position in the on-chain application ecosystem.