Getting more and more pilled on @baseapp, @zora and @farcaster_xyz as the breakout ecosystem of this cycle Past bulls had tech+distribution unlocks that ignited the mania. Examples: - 2013: New L1s (mine to earn) - 2017: ICOs (send ETH, get tokie) - 2020: Governance tokens (yield farm/stake) - 2021: NFTs (reveals, whitelists) - 2023: Memecoins (bonding curve/auto-LP) Base app and zora have all the ingredients to go parabolic: 1. A net new category of tokens entering the world (i.e. tokenized content and creator coins) 2. Instant liquidity via bonding curves 3. Normie-friendly and reviled by crypto natives (which means it's going to enrich a new/different class of users who will onboard outsiders) 4. Regulatory fog lifting (creators are no longer scared) 5. Massive distribution incoming via Coinbase 6. Crypto components largely abstracted away 7. Creators can earn $$$ without having to be top 1% influencer royalty Most importantly, though: 8. It's open. It's weird. It's evolving fast. A constellation of mini-apps is emerging... many with AI integrations, games, collectibles, and creator economies: $NOICE, $REPLY, $BNKR, $TIPN, @PonderOnBase, vibedotmarket from @wieldlabs & more. It's what friendtech could've been: a web of plasticity, community-built, full of raw energy. Kill your preconceptions. A mania requires a vortex of innovation... its gotta pop off in a hundred different shimmery directions. That's exactly what it feels like on Baseapp rn... like anything's possible.