Tso Thoughts

First we had Builder Spring

Then it was Onchain Summer

Now it is AI AUTUMN

Stablecoins Are Back

Tweets of the Month

Consumer Apps / Experiences I Liked

Infrastructure Updates

And that’s my monthly roundup! Subscribe for free to receive new posts and follow me to stay in the loop.

Welcome to the Tso Thoughts newsletter! Every month, I curate my best thoughts, ideas, and observations on crypto and the industry at large.

It's AI Autumn

David Tso (dave.base.eth) 🛡️

It’s AI AUTUMN on @base

Virtuals Protocol

@virtuals_io

Luna, the first autonomous agent to employ humans onchain.

@luna_virtuals is now able to transact freely onchain — buying, selling, or rewarding kittens for quests autonomously. To receive tokens from Luna, add your @base wallet to your X bio like this:…

David Tso (dave.base.eth) 🛡️

First we had Builder Spring

Then it was Onchain Summer

Now it is AI AUTUMN

David Tso (dave.base.eth) 🛡️

AI AUTUMN is just beginning on @base

@virtuals_io, @CreatorBid, @higheronchain...

Many more Based Agents powered by @CoinbaseDev will be launching soon

David Tso (dave.base.eth) 🛡️

Create a Based Agent in 5 mins on @base with @CoinbaseDev’s SDK and MPC Wallets

@coinbase = Stripe for AI agents

lincoln.base.eth

@MurrLincoln

How to create your Based Agent with 0 lines of code

Recorded a quick demo video to show how easy it is and walk you through the entire process step-by-step

All the links are in the comment below

David Tso (dave.base.eth) 🛡️

AI and onchain are converging on @base

The Agentic Web is closer than you think

David Tso (dave.base.eth) 🛡️

It’s becoming increasingly clear that @base will be the natural home for the next generation of onchain AI agents

And they have the potential to help us build the largest economy we’ve ever seen

Stablecoins Are Back

David Tso (dave.base.eth) 🛡️

One of the biggest problems for people, merchants, and companies around the world is payment processing fees

With @base and USDC, this problem is now solved

Base

With sub-cent USDC transfers on Base, the cost of transacting internationally has dropped by over 99%

This is what onchain payments enable — from @a16zcrypto's latest State of Crypto report

David Tso (dave.base.eth) 🛡️

First USDC, then EURC, and now IDRX...

Which local stablecoin is next on @base?

IDRX Stablecoin

@idrx_co

We’re thrilled to announce that IDRX is now available on @base ! You can also get it on @AerodromeFi , making it easier than ever to start using IDRX for seamless transactions.

Here’s why we created IDRX and how it will transform the transaction landscape for millions of…

David Tso (dave.base.eth) 🛡️

Still day one

@base will soon be home to the top 100 fiat currencies in the world as stablecoins

Peter Schroeder

@peterschroederr

EURC on @base has flipped Ethereum and is now the leading chain for EURC supply.

Data provided by: @artemis__xyz

David Tso (dave.base.eth) 🛡️

Visa’s margin is USDC’s opportunity

David Tso (dave.base.eth) 🛡️

Stripe acquiring stablecoin platform Bridge for $1.1B is just the beginning

In the next 12 months, much of internet payments will start to run on crypto, and users won’t even realize

David Tso (dave.base.eth) 🛡️

Payments on @base via stablecoins are shaping up to be a huge driver of use onchain

Why? Because it “just works” for both users and businesses

Low-cost, fast, and global – available 24/7/365

David Tso (dave.base.eth) 🛡️

The future of global commerce is onchain

OnchainKit

@OnchainKit

Introducing Checkout —

Accept USDC payments with one-click checkout.

+ Low fees
+ No gas. No crypto jargon.
+ Instant settlement
+ Global reach
+ Fully customizable

Start now: onchainkit.xyz/checkout/check…

David Tso (dave.base.eth) 🛡️

The average small business margin in the US is 3-6%

Accepting USDC on @base can help double their profitability

jesse.base.eth

more small businesses are accepting USDC on @base

just updated acceptusdc.com to reflect the global adoption — if you or someone you love runs a small business, accept USDC at 0% fees today

Tweets of the Month

David Tso (dave.base.eth) 🛡️

Bullish on @jessepollak bringing together @base and @CoinbaseWallet to have an aligned strategy

Even more bullish on Jesse’s CryptoPunk amongst the @coinbase executive team

Step by step, we’re going to make it dead simple for the world to come onchain

David Tso (dave.base.eth) 🛡️

Base is a part of Ethereum

Working together with teams all around the world to build a better internet

David Tso (dave.base.eth) 🛡️

The @base core team is as talented, determined, and optimistic as it’s ever been

Like the 1990s Bulls, 2000s Lakers, early 2010s Heat, late 2010s Warriors

We’re about to go on a legendary run

David Tso (dave.base.eth) 🛡️

The perfect pairing of @base and @CoinbaseWallet will mean a future with no complexity in onchain experiences

Our path for taking onchain UX to the next level and bringing the world onchain has never been clearer

It’s a new day one – LFB!!

jesse.base.eth

my quick end of week thoughts on taking on @coinbasewallet and how we're going to build a global onchain economy together

David Tso (dave.base.eth) 🛡️

Make America Based Again!

Elon Musk

@elonmusk

Make America Based Again!

David Tso (dave.base.eth) 🛡️

It’s not @base season...

It’s Base era

David Tso (dave.base.eth) 🛡️

Base builders are open minded, relentlessly positive, and uplift other builders

This is what makes @base so special

David Tso (dave.base.eth) 🛡️

Why @base + @CoinbaseWallet?

Because we believe that a new, powerful frontdoor will bring the next billion people to the global onchain economy

David Tso (dave.base.eth) 🛡️

Open source, open standards

jesse.base.eth

open source, open standards

would love to support anyone in building an alternative UI for the smart wallet

David Tso (dave.base.eth) 🛡️

Base team = 2017 Warriors

Sofamon 🐰

@sofamon_xyz

Championship team

@base

David Tso (dave.base.eth) 🛡️

Base is a movement

Base is a feeling

In it to build a better world onchain

David Tso (dave.base.eth) 🛡️

Welcome to @base era – base.org

David Tso (dave.base.eth) 🛡️

Base welcomes everyone, every asset, and every community with open arms

jesse.base.eth

base is for everyone — including every asset

you can hold, trade, and earn yield on SOL, SUI, NEAR, DOGE, and basically every other non-EVM asset with @UniversalAsset_, powered by @CoinbaseInsto.

David Tso (dave.base.eth) 🛡️

If you can hear me in the back say:

IT’S BASE ERA

David Tso (dave.base.eth) 🛡️

Base’s mission is to increase innovation, creativity, and freedom – and we know we can’t achieve this mission alone

Which is why next month, we’re going global to meet with builders all over the world

Base

It’s our turn to host some meetups for our based builder community

Meet @jessepollak and the Base core team around the world in November

10/29 Buenos Aires (Virtual)
lu.ma/k5a9el2m

11/4 Nairobi
lu.ma/a45ev6ql

11/7 Bangalore
lu.ma/vixgcjkq

11/12…

David Tso (dave.base.eth) 🛡️

Base builders are a living example of how thinking long term, supporting each other, and coming together can do massive good in the world

Inspires me every day

David Tso (dave.base.eth) 🛡️

Onchain is an infinite garden

An infinite garden has no walls

David Tso (dave.base.eth) 🛡️

Base is Ethereum

Ethereum is for everyone

jesse.base.eth

the @ethereum we are building to with @base

David Tso (dave.base.eth) 🛡️

It’s not just the chain, it’s the community
It’s not just the community, it’s the ecosystem
It’s not just the ecosystem, it’s the global economy…

You can’t put @base in a box, we’re just going to grow out of it

David Tso (dave.base.eth) 🛡️

Base is not competing against other chains

@base is competing against web2, offchain, and legacy systems

David Tso (dave.base.eth) 🛡️

Fully inheriting Ethereum’s core properties is good for Base

Maximum interoperability between L2s is good for Base

@base is @ethereum

David Tso (dave.base.eth) 🛡️

The @base ecosystem page is now open source

wbnns.base.eth

@wbnns

Is your based app on the base.org/ecosystem page, anon? ICYMI, base.org is open source and here's how to include it:

github.com/base-org/web/?…

David Tso (dave.base.eth) 🛡️

The @warriors and @coinbase are working together to introduce new and exciting ways for fans to engage with their favorite team

Unlock exclusive onchain experiences, limited-edition merchandise, and more throughout the season

Watch out, league... #DubNation is coming onchain!

Coinbase 🛡️

@coinbase

Hey Dub Nation.

It's official.

David Tso (dave.base.eth) 🛡️

Base grew from 0 to >28% share of crypto startup activity amongst L2s in just one year since launch

@base is by the builders of @coinbase, for the builders of the world

@QwQiao

in case u missed my 2024 crypto report, top 3 points:

- ethereum (including all its l2s) is still by far the most vibrant startup ecosystem, while sol and btc r gaining (back) mindshare rapidly

- within ethereum base is the fastest growing l2. base is also the fastest growing…

David Tso (dave.base.eth) 🛡️

Energy moves mountains

And the @base core team has unlimited energy

David Tso (dave.base.eth) 🛡️

The @CFL’s first-ever crypto partner is @coinbase!

With 5M crypto holders (including myself) calling Canada home, there is a significant opportunity for us to help Canadians further participate in the global onchain economy

We’re excited to continue bringing Canada onchain

Coinbase 🛡️

@coinbase

Canada, we have news.

We're now proud partners of the @CFL.

Learn more: coinbase.com/blog/coinbase-…

David Tso (dave.base.eth) 🛡️

The ticker is ETH

David Tso (dave.base.eth) 🛡️

Helping people understand why we’re building a better internet on @ethereum is why I try my best to write and post as much as possible

I’ve learned so much from folks like @jillrgunter that is building the future we want to see, so this means the world to me

jill gunter

@jillrgunter

Jumped into @davidtsocy's blog tonight and it's a lovely compendium of super accessible writing about Ethereum, apps, and growth

I love the illustrations too

Recommend.

dtso.org/web3/farcaster

David Tso (dave.base.eth) 🛡️

We’ll never stop fighting to create a global onchain economy that increases innovation, creativity, and freedom

We’re building @base for the long term, and we’ll keep showing up every single day

David Tso (dave.base.eth) 🛡️

The @base core team is coming to Bangkok for @EFDevcon 2024

Sign up now and catch you at Home Base!

Base

Base is heading to @EFDevcon

Find us at Home Base for a mix of hands-on sessions, lightning talks, happy hours, and late night deep-dives

See you in Bangkok — register below

Consumer Apps / Experiences I Liked

David Tso (dave.base.eth) 🛡️

We love games like @dotdotfan by @gtmcknight with a fun-first approach

Base

CHAINS: A new game from @dotdotfan

Build chains with friends in a real-time battle, converting cards (with art created by the community) into battle units, scoring points while breaking other team's chains to pass them on the leaderboard

wallet.coinbase.com/home/trending?…

David Tso (dave.base.eth) 🛡️

People want real world onchain use cases and they want them now

@blackbird_xyz’s Breakfast Club delivers precisely that by giving everyday people better food experiences and helping restaurants have higher margins

One of my favorite apps built on @base that I share frequently

Base

Blackbird Breakfast Club NYC

@blackbird_xyz is back with new partners for their Breakfast Club

Join to unlock complimentary coffee or tea at over 20 spots across NYC, every single day, at shops like The Butcher’s Daughter, Two Hands, and Slate

blackbird.xyz/bfastclubnyc

David Tso (dave.base.eth) 🛡️

It’s uptober on @base

Alex Masmej

@AlexMasmej

It's October, let's kickstart @base season together

Introducing Drakula: watch videos, get the alpha, trade Base tokens

Live today on the App Store, download at apple.co/3N8hRmi

David Tso (dave.base.eth) 🛡️

If you’re interested in seeing experimental and explorative artifacts from @base’s brand journey, check us out on @rodeodotclub

Base

𝗢𝗡𝗖𝗛𝗔𝗜𝗡 𝗗𝗔𝗜𝗟𝗬

New behind-the-scenes exploration:

[Basecamp Identity Explores | Spring '24]

Minting on @rodeodotclub for 24 hours

rodeo.club/post/0x96c2E93…

David Tso (dave.base.eth) 🛡️

We love working with the @deformapp team

Proud to be building alongside them and @OneFootball to bring sports fandom onchain

catherinechang.eth is hiring engineers

@unhappiimochii

MOMMA LOOK WE'RE LIVE ON COINBASE!!!!!

we're enabling one of the largest football community of 200M+ users to go onchain

... in partnership with one of my favorite chains + wallets!

@base

@gmgnlabs

David Tso (dave.base.eth) 🛡️

The future of onchain experiences is gasless

Gas fees will be paid for by apps, not users

Fren Pet

@frenpetonbase

Mint a Frenpet & Play Now – No Funding Needed!

You can now mint your pet and jump into the game without funding your account!

Simply sign up with your email and start playing instantly. Train, battle, earn, and grow your Frenpet today!

David Tso (dave.base.eth) 🛡️

Over the last 96 hours, @AlexMasmej’s @Drakulaapp has onboarded so many new users to @base and the energy is palpable

If you’ve been thinking about getting on the app but haven't made the jump…the time is now!

Compass

1/ Excited to share this week’s

project spotlight: @Drakulaapp by @AlexMasmej, a decentralized social platform that's revolutionizing the way we engage with content: watch videos, get the alpha, and trade tokens on @base

Drakula empowers users with control over their own…

David Tso (dave.base.eth) 🛡️

Base era in full effect

@phantom and @base is for everyone

Phantom

@phantom

Your favorite multichain wallet is getting even more BASED

Starting today, we’re rolling out beta support for @Coinbase's Ethereum L2: @Base

Access your favorite DeFi and NFT apps

Buy and swap thousands of tokens in Phantom

Stay safe with Ledger support, spam…

David Tso (dave.base.eth) 🛡️

What happens when the spontaneity of polaroids collide with the permanence of blockchains?

You get @moshicamera by @kaito_gallery, @mikeybitcoin, and @swaglord__420 – an effortlessly cool and magical photo app that is bringing nostalgia onchain (+ uses @coinbase Smart Wallet!)

Compass

1/ Thrilled to share this week’s

spotlight: @moshicamera by @kaito_gallery, @mikeybitcoin, and @swaglord__420

Imagine being able to capture a moment in time and preserve it forever

moshicam is making that possible

A thread

David Tso (dave.base.eth) 🛡️

The @Nike Melbourne Marathon is based

Coinbase Australia 🛡️

@coinbase_au

Welcoming the Nike Melbourne Marathon to @base

As the Official Crypto Partner of @melbmara, we're bringing 30,000+ race finishers onchain with a personalised digital medal claimable on Base.

Keep an eye out on your inbox to see how you can claim onchain in just a couple clicks.

David Tso (dave.base.eth) 🛡️

Onchain gives artists like @NoPattern the ability to monetize their digital art and build community

Onchain = increased innovation, creativity, and freedom

Base

𝗢𝗡𝗖𝗛𝗔𝗜𝗡 𝗗𝗔𝗜𝗟𝗬

IMAGINED WRECKAGE — [Moving Prototype 001] is @NoPattern's latest motion artwork, displaying a digital collision of real-world materials

Support the creator directly when you collect this piece, now minting as part of Onchain Vision…

David Tso (dave.base.eth) 🛡️

Onchain hardware is being built on @base

ethOS

@EthereumPhone

Introducing dGEN1

The first onchain every-day carry

David Tso (dave.base.eth) 🛡️

Who else can’t get enough of @sofamon_xyz stickers?

@0xplus7, @0xlxy, and @BigMacNoFlack are on a mission to use cuteness to bring emerging tech to everyone – collect, trade, and express yourself via Sofamon, all onchain, on @base

Sofamon is cybercute and for everyone

Compass

1/ Excited to share this week’s

spotlight: @sofamon_xyz by @0xplus7

Built on @base, Sofamon is redefining digital expression by pioneering a new cultural layer for crypto natives

A thread

David Tso (dave.base.eth) 🛡️

It’s @doodles spooky season

Base

𝗢𝗡𝗖𝗛𝗔𝗜𝗡 𝗗𝗔𝗜𝗟𝗬

Celebrate Halloween with @Doodles by minting a costume onchain

Each Terror Trunk contains two wearables for your Doodles Avatar, with the chance to pull a Grail wearable or a physical horror-themed art print

doodles.app/packs/terror-t…

David Tso (dave.base.eth) 🛡️

All the pieces are here

Now is the time to put them together and build on @base

Y Combinator

@ycombinator

@BeerMeWorld (YC F24) is a fun, global payments app built on USDC. Send money on the platforms where you stay connected and turn everyday exchanges into meaningful moments.

ycombinator.com/launches/M6U-b…

Congrats on the launch, @gray_newfield and @NoahNewfield!

David Tso (dave.base.eth) 🛡️

What if you could turn IRL sporting events into interactive stock markets with your friends?

This is now possible via @BracketHQ on @base by @johnpassafiume and @tldr_x (who is also a serious hooper)

Onchain is giving sports fans novel ownership and participation opportunities

Compass

1/ This week’s

spotlight: @BracketHQ by @tldr_x is built on @base

A platform that’s changing the game for sports fans

A thread

David Tso (dave.base.eth) 🛡️

The @Lamborghini Revuelto is coming to @base on November 7th

Motorverse | MINT LIVE

@TheMotorverse

We’re excited to announce that the Lamborghini Revuelto will be minted on @Base

On November 7, 2024, be part of history with the world’s first interoperable digital car - a major leap towards bringing a billion people onchain.

David Tso (dave.base.eth) 🛡️

Love this drop on @base by @amplifierart

All proceeds go to supporting a network of 20K classrooms with mental health resources

Base

𝗢𝗡𝗖𝗛𝗔𝗜𝗡 𝗗𝗔𝗜𝗟𝗬

Mental Health is Wealth is a blind drop from @aaronhuey's @amplifierart showcasing 10 artists and funding mental health resources for millions of students

Collect works from @dave_krugman, @mumbot, @Adamtastic, @EfdotStudio, @sutu_eats_flies,…

David Tso (dave.base.eth) 🛡️

Your data is SUPER valuable and @navigate_ai enables you to start earning from it!

Navigate is for everyone

Navigate

@navigate_ai

We’re thrilled to join the @Base ecosystem and align with a brand that’s committed to building onchain with security and integrity.

David Tso (dave.base.eth) 🛡️

What is the future of the AI industry?

Stay ahead of the curve with @offmarketfun by @startupoppa and @pkayfire, a prediction market focused topically on AI startup IPOs

Nothing like actual skin in the game

Compass

1/ This week’s

spotlight: @offmarketfun by @startupoppa

Built on @base, Offmarket is creating a prediction market for startup IPOs

A thread

Infrastructure Updates

David Tso (dave.base.eth) 🛡️

Find out what your onchain score is via your @base name:

base.org

Basenames

Basenames are a core onchain building block that enables anyone to establish their identity on Base by registering human-readable names for their address(es). They are a fully onchain solution which...

Base

Every Basename now shows an onchain score and heatmap of onchain activity

See how many transactions you’ve made, your activity streak, and so much more

What’s your onchain score?

base.org/names

David Tso (dave.base.eth) 🛡️

The @OnchainKit team is cooking to make users’ “first onchain funding” simpler directly through @coinbase

We want to give builders great tools so they can stop worrying about funding users’ wallets and focus on building world-class user experiences

OnchainKit

@OnchainKit

Introducing the Fund Component

Easily fund wallets via debit cards, bank accounts, or a @coinbase account.

Bring user funds onchain in minutes — without them leaving your app.

onchainkit.xyz/fund/fund-butt…

David Tso (dave.base.eth) 🛡️

If you want to go far, go together on the Superchain!

Uniswap Labs 🦄

@Uniswap

Introducing @unichain — a new L2 designed for DeFi

Fast blocks (250ms), cross-chain interoperability, and a decentralized validator network

Built to be the home for liquidity across chains

David Tso (dave.base.eth) 🛡️

Frames on @base names let anyone, anywhere connect or transact with you onchain

Just Frame it:

base.org

Basenames

Base

We're kicking off a new series to showcase what's possible with Frames and Basenames

Each week, we'll spotlight a builder using Frames in new and creative ways

Starting with @mykcryptodev's ode to MySpace — who's in your Top 8?

David Tso (dave.base.eth) 🛡️

You can now enable your app’s users to pay for gas with tokens beyond ETH, like USDC or custom tokens on @base via @CoinbaseDev’s Paymaster

We’re giving builders even more flexibility so they can streamline the user experience and make it easier for people to come onchain

Coinbase Developer Platform🛡️

@CoinbaseDev

Paymaster now allows users to pay for gas with custom ERC-20 tokens on @Base!

This feature enables increased token utility, easier app engagement, and the ability for users to pay gas with USDC or custom tokens instead of ETH.

David Tso (dave.base.eth) 🛡️

Fault proofs are coming to @base mainnet on October 30th

This will be a key milestone on our path to decentralization and we will continue to push to further decentralize Base

Anika Raghuvanshi

@AnikaRaghu

Quick BTS on how we've been preparing for fault proofs on Base.

We deployed the contracts with a temporary owner, and starting running tests. Example: etherscan.io/address/0x063e…

David Tso (dave.base.eth) 🛡️

Every builder on @base should have the tools they need to build secure, reliable apps and protocols for their users

This is why we’re offering based builders access to free smart contract monitoring, detection, and analytics by partnering with @hexagate_

Base is for builders

Base

We’re committed to fostering a secure and transparent environment for onchain builders

Today, we’re announcing access to free smart contract monitoring and analytics for every app and protocol on Base, powered by @hexagate_

base.mirror.xyz/dbmJkcsc1RPaWy…

David Tso (dave.base.eth) 🛡️

With fault proofs now live, @base:

- Decentralizes the way it proposes and validates L2 state
- Provides censorship resistance by allowing anyone to initiate and finalize withdrawals
- Incentivizes community participation to monitor for and challenge invalid state claims

Based

Base