What top creators are saying about Base(COIN)— Page 3

Used as a valuation benchmark; currently has a lower FDV than Hyperliquid, which is noted as a 'weird spot' for the market.

Currently being outperformed in valuation metrics by decentralized competitors like Hyperliquid.

Used as a comparison point; speaker notes Hyperliquid has surpassed its market cap due to lower overhead.

Market cap comparison suggests investors are favoring decentralized revenue-sharing models over centralized exchanges like Coinbase.

Its Base network is built on the Ethereum software stack, reinforcing the dominance of EVM technology.

Aggressive sell signal if Satoshi Nakamoto's Bitcoin wallet moves.

Key partner in the X402 payment standard and developer of the Base L2 network to facilitate AI agent transactions.

Primary beneficiary of an 'on-chain' economy driven by AI agents.

Recently closed strategic deals with the Hyperliquid platform.

Declining in sympathy with Bitcoin weakness and regulatory delays regarding tokenized stocks.

Partnering with Hyperliquid on stablecoins, providing revenue growth for the ecosystem.

The company is aggressively driving user growth and asset consolidation through promotional 'Bitcoin boosts' and USDC yield incentives.

Ascending triangle pattern looking for a close above $214.

Forming an ascending triangle; a close above $214 is the key level for a major breakout.

Strategic partnership with Circle and acquisition of Native Markets positions it to capture float revenue and centralize user assets through yield offerings.

The company has a strong incentive to support developers moving on-chain and is benefiting from activity on its Base network.

Highly correlated to BTC; if it fails to hold $180, it is expected to drop toward $140.

Partnering with Hyperliquid to transition native stablecoins to USDC and running validator nodes by staking HYPE.

Disclosed as a significant long position in Trump family holdings.

Price action is currently being dragged down by the lack of momentum in Bitcoin.

Aggressively positioning as the infrastructure for AI-driven 'Agentic Commerce' with its X402 protocol and shifting toward recurring subscription/services revenue.

Expected to return to profitability in Q2 following crypto price recovery despite recent misses.

Disclosed investment as a 'picks and shovels' play to gain exposure to the broader crypto ecosystem.

Targeted as a potential front-end partner for Spark's backend DeFi liquidity.

Involved in a deal with HYPE contributing to market momentum

Aligning with Hyperliquid to support its treasury, providing a regulatory 'stamp of approval'.

Validating on-chain tech through partnerships and treasury deployment on platforms like Hyperliquid.

Positive price action driven by legislative progress in digital asset regulation.

Strategically incentivized to support Hyperliquid's growth and regulatory positioning through its involvement with USDC.

Acting as treasury deployer for USDC on Hyperliquid, but critics suggest their involvement is a historical signal for product failure.

Public crypto stocks may offer better value while crypto-native IPOs are delayed, despite being bucketed with market volatility.

Coinbase is set to become the main treasury supplier for Hyperliquid's USDC, providing long-term scaling support and regulatory distribution.

Anticipated potential merger or acquisition with Circle by 2030, suggesting long-term consolidation.

Significant partnership highlighted with Hyperliquid through the concentration of USDC liquidity.

Offering zero trading fees, USDC yield, and rewards through its Coinbase One membership.

Potential loss of revenue-share income as Circle migrates USDC activity to its own infrastructure.

Mentioned as a primary competitor to Kraken's infrastructure-heavy business model.

Mentioned as being surpassed in notional trading volume by decentralized competitors like Hyperliquid.

Restructuring to an 'AI-native' organization with fewer management layers to increase shipping speed and efficiency.

Strategic 14% workforce reduction and focus on human-AI collaboration to increase productivity rather than full automation.

Member of the Beacon Network, helping to block stolen funds and mature the institutional crypto ecosystem.

Aggressively expanding into tokenization via Coinbase Tokenize and positioning Base as an institutional RWA hub.

Base is a major Layer 2 player to watch, leveraging Coinbase's massive user distribution to build a consumer-focused ecosystem, creating a positive catalyst for its parent company, Coinbase (COIN).

Described as a 'clear winner' in the Layer 2 space due to strong backing and product quality, representing a strategic asset for Coinbase.