According to @KookCapitalLLC, JPMorgan estimates 20% of the $BASE token supply will be allocated to the community, and with a $35B valuation for Base this implies over $7B in value earmarked for Coinbase users, a material potential airdrop and rewards pool for traders to track; source: @KookCapitalLLC on X, Oct 25, 2025. The post further notes not all of the community allocation would be distributed at the token generation event, with a portion reserved for ongoing rewards, indicating a staged emissions profile relevant for monitoring unlock cadence and incentive yields; source: @KookCapitalLLC on X, Oct 25, 2025.

According to @KookCapitalLLC, the Base ecosystem is deeper than expected but currently fragmented across Zora, Farcaster, and the Base app, with consolidation efforts underway, source: @KookCapitalLLC. They express a bullish stance on $BASE and recommend joining Zora, Farcaster, and the Base app quickly to maximize exposure to Base farming, source: @KookCapitalLLC. They highlight $PING and $CLANKER as top coins within this Base-focused strategy, source: @KookCapitalLLC.