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Base

28 pieces · Apr 2023 to Jun 2026 · 3 flagship

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L1/L222 Ethereum13 Tooling4 DeFi4 Solana3 ZK2

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Start here · the strongest pieces on Base

Explainer25 Sep 2023The OP Stack and the Superchain vision: Bedrock, proofs and open challengesLong-form walkthrough of the Superchain thesis: Bedrock's fee, deposit and node improvements, SystemConfig-based modular sequencing and DA, and open problems including trusted withdrawal attestors, challenge-period latency, async cross-chain messaging and L1 data limits.Explainer14 Jan 2026Fluent blended execution: EVM, SVM and Wasm compiled into rWasmExplains how Fluent compiles EVM, Solana rBPF and Wasm execution into one rWasm VM, so cross-VM calls are atomic and a single state transition is proven. Argues modularity should empower opinionated chains.Explainer28 Jun 2024Optimism Superchain explained: OP Stack, shared sequencing and RaaSExplains the OP Superchain: shared governance, sequencer revenue sharing and atomic cross-chain interop via a shared sequencer, plus the role of Rollup-as-a-Service providers. Argues OP is a multichain ecosystem, not just OP Mainnet, despite a 60% drawdown from its ATH.

Timeline · every piece, newest first

2026 3

14 Jun 2026Commit-reveal prediction protocol: sealed calls, provenance and accuracyDescribes a commit-reveal protocol where calls are encrypted client-side and only a hash is stored, proving provenance. Grading is self-reported and disputable, and for-sale alpha is custodial for now, with escrow and re-encryption planned.Build logToolingOther16 likes

14 Jan 2026Fluent blended execution: EVM, SVM and Wasm compiled into rWasmExplains how Fluent compiles EVM, Solana rBPF and Wasm execution into one rWasm VM, so cross-VM calls are atomic and a single state transition is proven. Argues modularity should empower opinionated chains.ExplainerL1/L2Ethereum41 likes

05 Jan 20262025 chain revenue ranking: Solana, Hyperliquid, Tron and EthereumHyperliquid's $816M revenue topped Ethereum and Tron and every L2, with no VC funding. Ethereum's fee compression shows blobs working, while L2 revenue lags L1s by a wide margin.DataHyperliquidL1/L2Solana27 likes

2025 7

27 Dec 2025Ethereum L2 value secured is concentrated in Arbitrum and BaseL2BEAT TVS data shows the top two L2s hold most value secured, with TVS composition differing by canonical, native and external bridged assets. Concentration proxies where composability and large-user comfort sit.DataL1/L2Ethereum37 likes

24 Oct 2025Developer growth by ecosystem: Solana, Base, Sui up; Polygon, Arbitrum downElectric Capital data shows Solana/SVM, Bitcoin, Base and the Move stack (via Sui) growing in developers over two years. Polygon and Arbitrum lost over 30%, Polkadot and Cosmos are down, Starknet and NEAR show modest gains.DataSolanaEthereumL1/L225 likes

23 Oct 2025General-purpose EVM L2s and the case for network extensionsArgues Ethereum does not need 50 vanilla EVM L2s and favors specialized L2s and Solana-style network extensions that add functionality. Notes the unresolved question of L2 value accrual to the L1.ThesisL1/L2EthereumSolana12 likes

04 Aug 2025Boundless integrations map: 20+ chains and protocols using the proving marketLists Boundless integrations across L2s, rollup-as-a-service providers, interop and Bitcoin projects including MegaETH, Anoma, Citrea, Union, Wormhole, Taiko, Linea and Base. Presents it as evidence of real traction for the proving market.MapZKL1/L268 likes

05 Jun 2025Two-year TVL comparison: Berachain, Hyperliquid, Sui, Sonic, Base, ArbitrumReads a DefiLlama TVL chart: Berachain looks like a pump and dump, Hyperliquid is about to overtake Sui, Optimism's mainnet TVL fell as the Superchain shifted activity to Base, Sonic TVL fell after its airdrop, Base and Arbitrum stay strong.DataDeFiL1/L232 likes

03 Jun 2025Ethereum L2 activity data: Base holds 70% of weekly active addressesUsing growthepie data, L2 activity is 7.55x the L1 and up 18% on the week, yet only 590k users are active on multiple chains. Base alone accounts for 70% of weekly active addresses, Ethereum 12.6% and Arbitrum 7.8%.DataEthereumL1/L215 likes

02 Jun 2025Base growth decoupling from other L2s on addresses, throughput and transactionsCharts of active addresses, throughput and transaction count suggest Base has decoupled from other L2s in growth, with only Arbitrum able to keep up.DataL1/L2Ethereum23 likes

2024 11

09 Sep 2024Autonomous on-chain agents need chain abstractionArgues blockchains give AI agents what legacy rails cannot: wallets, programmable permissions and the ability to pay for resources. Says agents acting across 50+ chains need chain abstraction like Particle, beyond Base-only smart wallets.ThesisAITooling17 likes

01 Sep 2024Coinbase is betting on AI agents: wallets as the payment rail for agentsArgues Coinbase's MPC wallets via its Developer Platform make on-chain payment infrastructure available to AI agents, which cannot open bank accounts. Sees agents as an adoption driver and bullish for Base.ThesisAITooling16 likes

21 Jul 2024L1 vs L2 TVL takeaways: Base and Blast lead, Scroll overtakes Aptos and SuiAggregated TVL chart (excluding Solana >$5B and Arbitrum >$3B) shows Base ($1.8B, +12% MoM) and Blast (-33% MoM post-airdrop) in their own league. TON levels with Optimism at $780M and Scroll ($670M) passes Aptos, Sui and Mantle.DataL1/L213 likes

20 Jul 2024TVL wars charts: alt L1s vs L2s, and Solana vs OP, Arbitrum, BaseTwo TVL charts framing alt L1s against L2s: Aptos, Sui and Sei vs Scroll and Mantle, and Solana vs Arbitrum, Optimism and Base. The post itself gives no takeaways.DataL1/L224 likes

19 Jul 2024Cross-chain flows, 3 months: $1.75B net outflow from Ethereum to L2sArtemis data shows $1.75B net outflows from Ethereum over three months, with inflows of $1B to Optimism, $664M to Arbitrum and $300M to Base. Asks whether L2 season is coming.DataEthereumL1/L223 likes

28 Jun 2024Optimism Superchain explained: OP Stack, shared sequencing and RaaSExplains the OP Superchain: shared governance, sequencer revenue sharing and atomic cross-chain interop via a shared sequencer, plus the role of Rollup-as-a-Service providers. Argues OP is a multichain ecosystem, not just OP Mainnet, despite a 60% drawdown from its ATH.ExplainerL1/L237 likes

07 Jun 2024Cross-chain bridge flows: Arbitrum, Optimism and Base lead 30-day inflowsUses Artemis and DefiLlama bridge data to track where liquidity moves. Ethereum originates 78.1% of bridge volume and Arbitrum, Optimism and Base capture 72% of destination flows, with zkSync net flows only slightly positive despite the pending ZK token.DataL1/L2DeFi16 likes

01 Jun 2024RISC Zero Universal Verifier coming to Ethereum, Base, Optimism and ArbitrumExplains why general purpose zkVMs matter: R0 proves arbitrary Rust code without custom circuits, and the Universal Verifier lets any chain verify those proofs. Links Zeth's provable Optimism block building to simpler fault proofs and eventual validity proofs on the OP Stack.ExplainerZKL1/L256 likes

21 Apr 2024Witness Chain: DePIN coordination and rollup watchtowers on EigenLayerExplains Witness Chain as an EigenLayer AVS for DePIN coordination using Proof of Location, plus its Rollup Watchtower Network offering decentralized verifiers for optimistic rollups. It bootstrapped over $2.5B in restaked ETH security within 10 days.BreakdownDePINEthereum33 likes

21 Feb 2024Optimism Superchain deep dive: OP Stack, Bedrock and shared sequencingExplains the Superchain vision of OP Stack chains sharing sequencing with atomic cross-chain interaction, and Bedrock's upgrades: cheaper fees, 3-minute deposits, modular proofs (Cannon, future ZK), client diversity and configurable DA via SystemConfig.ExplainerEthereumL1/L228 likes

05 Feb 2024TradeVoodoo HIVE: hybrid intent and vault engine for perps on BaseReviews intent-based perp DEXs (Symmio RFQ) and their trade-offs on decentralization and LP participation versus GMX-style pools, then explains how TradeVoodoo's HIVE combines both, with an MPC intent layer run as an EigenLayer AVS and a restaked token, vrETH.BreakdownPerpsDeFi57 likes

2023 7

04 Dec 2023Total value bridged growth: rollups vs validiums and optimiums7-day TVB growth data shows Mantle (+44.21%) and Metis (+24.26%) outpacing Arbitrum, Optimism and Base. Argues rising gas fees will push users to alt-DA and modular DA will capture share this cycle.DataL1/L2Market structure3 likes

23 Oct 2023OP chain ecosystem map: OP Mainnet, Base, opBNB, Manta, Aevo, Zora and moreSurvey of OP Stack chains live on mainnet with L2BEAT and DefiLlama metrics: OP Mainnet $2.8B TVB ranked 2nd, Base $563M ranked 3rd, Manta $12.72M ranked 20th, Aevo $6.85M, Zora $6.71M.MapL1/L227 likes

14 Oct 2023L2Beat rollup stages explained: Stage 0, 1 and 2 criteria and who qualifiesGuide to L2Beat's three-stage rollup framework (training wheels) with criteria per stage, and which rollups sit where. Most are Stage 0, Arbitrum and dYdX are Stage 1, and only Fuel v1 and DeGate reach Stage 2.ExplainerL1/L2Ethereum10 likes

25 Sep 2023The OP Stack and the Superchain vision: Bedrock, proofs and open challengesLong-form walkthrough of the Superchain thesis: Bedrock's fee, deposit and node improvements, SystemConfig-based modular sequencing and DA, and open problems including trusted withdrawal attestors, challenge-period latency, async cross-chain messaging and L1 data limits.ExplainerL1/L2Ethereum61 likes

31 Aug 2023AERO pump to $300M mcap: why thin liquidity and 10% float matterNotes AERO hit about $300M mcap within 9 hours with only $24k of Uniswap liquidity (0.008% of mcap) and 88% of supply locked, so little volume moves price. Corrects that Aerodrome's own pool holds about $1.8M.DataDeFiMarket structure7 likes

22 Jul 2023Based rollups explained: L1 sequencing and Base's tokenless decentralizationExplains based rollups, where Ethereum searchers, builders and proposers do the sequencing, with benefits in resilience, MEV alignment and no sequencer token. Notes limits: MEV flows to L1, finality UX, and pre-confirmation ideas.ExplainerEthereumL1/L232 likes

08 Apr 2023Developer activity by ecosystem: contract deployments and commitsUses Artemis data on contracts deployed, unique deployers, commits and active devs. BNB Chain, Polygon and Ethereum lead EVM deployments, Base's testnet tops L2 activity, and Ethereum has the largest dev community.DataL1/L2EthereumTooling4 likes

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Arbitrum65 Optimism61 Mantle18 Sui24 MegaETH46 Solana60 Ethereum36 Polygon29

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