Episode Details

Why These DeFi Builders Are Betting It All on Coinbase’s L2, Base - Ep. 894
8/29/2025
Unchained

Key Insights

Bullish:

  • 🟢 $COIN - Coinbase is positioned for significant growth as blockchain adoption increases, with unique features like Ethereum private key integration setting it apart from traditional banks.
    • Coinbase's point of view is that, and I believe this is right, I can't remember the exact, was like in the next five years they believe about 10% of global GDP is coming on chain.” - Alex (8:33)
    • No other bank in the world will let you read and write to their ledger with an Ethereum private key, and now Coinbase lets you do that.” - Luke (20:52)
  • 🟢 $BASE - 🔒
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  • 🟢 $AERODROME - 🔒
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  • 🟢 $MOONWELL - 🔒
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  • 🟢 $DEFI - 🔒
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Bearish:

  • 🔻 $UNI - 🔒
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