Base Will Likely Have a Token: Why Now, Who Wins, and How Big It Gets - Ep. 904

Bullish:

• $BASE - BASE token could launch at $20B valuation and potentially run to $40-50B, representing a significant opportunity as Coinbase's L2 blockchain

  • “Let's say BASE token came out today. Like, what would it trade at? I would I would probably conservatively think that it could probably come out at, like, 20,000,000,000. Think it could probably run to, like, 40 or 50.”

    Ryan·0:00
• $ETH - Ethereum is on a clear path to institutional adoption, with BASE serving as its institutional and retail business development representative

  • “I think it shows alignment that I think Ethereum is definitely on its path now to becoming institutionalized as an asset and a chain”

    Ryan·6:07
• $COIN - BASE represents a significant strategic evolution for Coinbase as a public company, proving their commitment to decentralization

  • “I think it's a very exciting development... it feels like a natural evolution, but it's still a pretty shocking thing that you're especially from a company like Coinbase who's centralized and public. I think this is a very big proof for them.”

    Ryan·2:53
• $DEFI - DeFi liquidity on BASE could match or exceed Solana's in 3-4 years due to Coinbase's institutional connections and reputation

  • “I think in three, four years, I could easily see Base's DeFi liquidity probably matching Solana or even out competing because they have the introduction and the on rep that Coinbase brings to it.”

    Ryan·42:08