According to @WatcherGuru, Coinbase CEO Brian Armstrong said that in 10 years many more people will use crypto, but they may not know they are using crypto. Source: @WatcherGuru For traders, this aligns with Coinbase’s push to abstract crypto UX via Base (an Ethereum L2) and Smart Wallets, which are designed to make blockchain interactions seamless. Source: Coinbase; Base; Coinbase Developer Blog Because Base settles to Ethereum, more mainstream app activity on Base implies higher Ethereum L1 usage and ETH-denominated settlement costs, a key consideration for ETH exposure. Source: Base; Ethereum documentation Coinbase’s filings state revenues come from transaction revenue and subscription and services, so broader end-user crypto usage expands the addressable revenue base for COIN over time. Source: Coinbase 2023 Form 10-K Traders can monitor Coinbase product announcements and Base network activity to validate this adoption path while positioning around ETH liquidity and COIN catalysts. Source: Coinbase announcements; Base public data

According to @MilkRoadDaily, Base currently has about 12 million monthly active addresses, a key activity metric for Layer-2 networks (source: @MilkRoadDaily). According to @MilkRoadDaily, Alipay has approximately 1.4 billion users, underscoring a large potential onboarding pool tied to Ant Group’s ecosystem (source: @MilkRoadDaily). According to @MilkRoadDaily, if 1 percent of Alipay’s user base were onboarded to the newly launched Jovay L2, that would imply roughly 14 million users, exceeding Base’s current monthly active addresses by count if realized (source: @MilkRoadDaily). According to @MilkRoadDaily, Ant Group has announced only the launch of the Jovay L2 so far and has not disclosed a direct Alipay integration at this time (source: @MilkRoadDaily).

According to @jessepollak, he posted on Oct 2, 2025 that "every country, every currency, all on @base," but the post did not include any product launch, timeline, or technical details, limiting its immediate tradability as a concrete catalyst; source: X post by Jesse Pollak on Oct 2, 2025: https://twitter.com/jessepollak/status/1973898148922994719. According to @jessepollak, the message contains no verifiable integration or token listing information, so any market impact should be assessed only when official documentation or announcements follow; source: X post content by Jesse Pollak: https://twitter.com/jessepollak/status/1973898148922994719.

According to the source, Vitalik Buterin voiced support for Coinbase’s Base Layer-2, calling it “doing things right” despite community concerns about centralization. Source: social post dated Sep 23, 2025. For trading, the endorsement bolsters the Ethereum L2 adoption narrative that ultimately settles activity on Ethereum, linking L2 growth to ETH fundamentals and throughput. Source: Ethereum.org Layer 2 documentation. Base has no native token, so direct market exposure is typically via ETH and Coinbase stock (COIN), given Base is incubated by Coinbase. Source: Base official documentation.

According to the source, Ethereum cofounder Vitalik Buterin said Base is doing things the right way, a remark that could steer trader attention toward Ethereum Layer 2 activity and related assets, per the source. Base is built on Optimism’s OP Stack and uses ETH as the gas token, anchoring direct exposure to ETH and the OP ecosystem, per Base documentation and Optimism documentation. Base has no native token, and its sequencer is operated by Coinbase, guiding indirect equity exposure considerations toward COIN alongside ETH and OP, per Base documentation and Coinbase public statements. Traders can gauge momentum by tracking Base’s TVL and activity share among L2s before positioning in ETH, OP, or Base ecosystem assets, per L2Beat methodology and dashboards.

According to @VitalikButerin, Base operates as an Ethereum Layer 2 that leverages some centralized components for better UX while inheriting security from Ethereum’s decentralized base layer. Source: Vitalik Buterin on X. According to @VitalikButerin, Base is non-custodial under the L2Beat Stage 1 definition, meaning the operator cannot take user funds or block withdrawals. Source: Vitalik Buterin on X and L2Beat. According to @VitalikButerin, traders can verify Base’s security status and ongoing risk metrics on the L2Beat Base project page. Source: L2Beat and Vitalik Buterin on X. According to @VitalikButerin, L2Beat assesses concrete safety properties that protect users from being rugged rather than acting as a compliance authority. Source: Vitalik Buterin on X. According to @VitalikButerin, L2Beat explains that if an L2 shuts down, users can still withdraw to Ethereum L1 without the L2 operator via enforced exit mechanisms. Source: L2Beat on X linked by Vitalik Buterin. According to @VitalikButerin, a real-world example on Soneium shows how L2s mitigate operator censorship of transactions. Source: gauthamzzz on X linked by Vitalik Buterin. According to @VitalikButerin, these non-custodial guarantees and L1-controlled exits are designed to safeguard user funds, a core risk factor for capital deployment on Base and across ETH L2s. Source: Vitalik Buterin on X.

According to @jessepollak, more stablecoin liquidity is coming to Base, signaling an upcoming increase in stablecoin market depth for on-chain trading and DeFi activity on the network; source: https://twitter.com/jessepollak/status/1955323792022225374. No timeline or amounts were disclosed in the post, so traders should monitor Base stablecoin pools and on-chain volumes for liquidity changes to adjust trade sizing, routing, and fee tiers; source: https://twitter.com/jessepollak/status/1955323792022225374.

According to @MilkRoadDaily, an interview with Base founder Jesse Pollak highlights Coinbase’s 2025 plan to disrupt finance, social, and payments, asserting the platform might help users ditch their bank, TikTok, and Shopify; source: @MilkRoadDaily on X, Aug 8, 2025. According to @MilkRoadDaily, the post contrasts Coinbase’s 2012 role in helping users buy Bitcoin (BTC) with a 2025 vision of broader on-chain services; source: @MilkRoadDaily on X, Aug 8, 2025. According to @MilkRoadDaily, the time points shared include a segment at 00:55 titled Coinbase’s Mission, signaling a focus on banking, social media, and e-commerce verticals via Base that could shape ecosystem developments; source: @MilkRoadDaily on X, Aug 8, 2025.

According to @rovercrc, Coinbase will add DEX trading to the Coinbase app, enabling users to trade millions of assets on Base; the post did not include an official Coinbase announcement link for verification. Source: Crypto Rover (@rovercrc) on X, Aug 8, 2025. Base is Coinbase’s Ethereum Layer-2 that settles to Ethereum and uses ETH as gas, so any DEX activity on Base consumes ETH and occurs on-chain. Source: Base documentation by Coinbase. For trading, monitor COIN for premarket and options flow reaction, and track Base network activity (transactions, gas used, and DEX volumes) and ETH on-chain metrics to assess adoption if the feature launches. Sources: Nasdaq for COIN trading and options data; BaseScan for Base network metrics; community analytics such as Dune and DeFiLlama for DEX volumes. Wait for confirmation via Coinbase’s official blog or newsroom before sizing positions based on this headline. Source: Coinbase corporate communications.

According to @jessepollak, OP Labs' Head of Product Sam McIngvale predicts that every crypto exchange and fintech company will operate its own layer-2 blockchain within the next five years. McIngvale cites the significant success of Coinbase's Base network, which is built on Optimism's (OP) OP Stack, as the primary driver for this trend. The key advantage highlighted by McIngvale is the ability to monetize dormant crypto assets held in custody; for instance, a user can move their Bitcoin (BTC) to Base and borrow USDC against it, transforming custody from a cost center into a revenue-generating activity. This dynamic has reportedly spurred 'Base envy,' prompting other major exchanges like Kraken, Bybit, Bitget, and OKX to launch their own L2 solutions, signaling a major strategic shift in digital finance infrastructure.

According to Milk Road (@MilkRoadDaily), Base has emerged as a dominant Layer 2 (L2) network, quietly capturing over $50 billion in market capitalization from the Ethereum ecosystem. Data cited in the discussion highlights that while Ethereum's on-chain economic activity (often termed as 'Ethereum GDP') is declining, Base's rapid growth as an L2 solution is attracting both projects and capital. This trend raises concerns for Ethereum traders, as significant value migration to Base could impact ETH transaction fees, network security funding, and overall liquidity on mainnet. Traders are advised to monitor Base's TVL and user activity as these metrics may influence ETH price action and L2 token valuations, especially if Ethereum's scaling approach continues to divert value away from its base layer (source: @MilkRoadDaily, May 2, 2025).

According to Milk Road, Base now holds 55% of all active addresses on Layer 2 networks, surpassing the combined total of other major L2s (source: Milk Road, April 27, 2025). This significant user activity suggests growing network utility and transaction volume, which could drive increased liquidity and trading opportunities on Base-related tokens. Traders should monitor on-chain activity and price trends for Base-native assets and related DeFi protocols, as rising address activity often precedes heightened market volatility and potential price movements.

According to @jessepollak, a new AI-powered Telegram bot is being developed to monitor Web3 applications, specifically targeting @daosdotworld on the Base L2. This bot is designed for rapid deployment and utilizes @Alchemy Webhooks for real-time updates, which could be beneficial for traders interested in decentralized autonomous organizations (DAOs) on layer 2 solutions.