@baseapp.base.eth looking cleaner and more DeFi-native every week. I remain bullish: this is one of the most exciting Consumer DeFi plays of the year. Miniapps are the best delivery vehicle for new defi natives. Every major protocol will build one or risk losing covered small deposits, trades, and stickiness that adds up.
Social feed, creator coins, these are exciting too. I consider them asymmetric bets on the broader thesis.