ZORA has been surprisingly strong in recent days. It was a project that wasted everyone's attention by selling "NFT balls" of various colors. After the expected plunge after the coin was issued, it continued to rise 10 times in three weeks, and its market value increased from 30 million to 300 million US dollars. It even triggered a debate among KOLs with different positions on whether the "content token" game is reasonable.
We are not sure if there is any news about ZORA that has not been announced. The current logic is that because Coinbase Wallet has been upgraded to The Base APP, it is expected to be a WeChat app of Coinbase. Content and social networking have become areas that Coinbase attaches great importance to, which is also Zora's track. Therefore, Zora, which was priced at $30 million, was hyped up to $300 million.
In any case, after Degen, Virtual and Cookie, there has not been such a rush of funds on Base for a long time. We need to pay attention to the Base ecosystem driven by ZORA.
Kanban Coin
TBA (tba.market) and ART (art.fun), two boards focusing on new coins in the Zora ecosystem, remind people of Cookie at the time. However, compared to the extremely sophisticated boards like Pump.fun, TBA and ART still have a lot of room for improvement. These two have not yet come out, and it will take time.
social contact
Since Base is so focused on social networking, we have to mention Noice. At the recent Base TBA conference, the founder of Noice was the only one who was not from the Coinbase team. Noice is also a Mini App built into the Farcaster client, which allows rewards and interactions. It has now reached a record high, with a market value of $15 million.
AI
Although it is an old story, everything can be AI, such as Vine. Base's AI is relatively simple, and the main targets are Virtual, Cookie, Clanker, etc., which have basically not changed. The biggest change recently and worth mentioning is BNKR (Bankr). Coinbase Ventures recently announced its support for the Bankr platform, and there will be a buyback of the handling fee, and even another coin of Dev, TN 100x.
New Content Coin
This is pure speculation. Mable of Stepn recently announced the creation of a new social protocol Trend. Driven by ZORA, some people believe that new content coins will appear on Base.
Some content creators have already made money on The Base App by posting and hyping their posts. The logic is similar to Trend. The first one, Amber, has made more than $500 by hyping her posts. Perhaps we can imagine more celebrities appearing on Base and hyping their own content.
- 核心观点:ZORA 代币暴涨带动 Base 生态热度。
- 关键要素:
- ZORA 三周内上涨 10 倍至 3 亿市值。
- Coinbase 社交战略助推 ZORA 赛道。
- Noice 等社交项目创历史新高。
- 市场影响:Base 生态或迎新一轮资金关注。
- 时效性标注:短期影响。
