Three Narratives I’m Actually Positioning For on Base in 2026
Three Narratives I’m Actually Positioning For on Base in 2026
Three Narratives I’m Actually Positioning For on Base in 2026
Why I’m narrowing down to just three narratives
Base is exploding with new apps, points, quests, and memes. If you try to chase everything, you end up with:
20 tabs open,
0 clear conviction,
and a portfolio that’s basically random.
So for 2026, I’m forcing myself to play a simpler game:
Only three Base narratives. Fewer bets, deeper understanding.
In this chapter, I’m not listing “every hot project”. I’m sharing the three lanes I’m actually positioning for as a normal Thai degen who wants to survive multiple cycles – not just farm the meta of the month.
Narrative #1 – Base as the default chain for everyday payments & stablecoins
If Coinbase has a superpower, it’s distribution.
Millions of users
Fiat on- and off-ramps
Deep integration with stablecoins and banking rails
For me, that points to one obvious Base narrative:
Base as the place where stablecoins and real-world payments quietly become normal.
What I’m watching:
Stablecoin flows in and out of Base
Apps that make payments feel “invisible” to non-crypto users
Bridges and wallets that let people move in/out with minimum friction
How I position:
I pay attention to stablecoin-focused protocols on Base (payments, remittance, checkout, B2B rails).
I try to actually use them at small size – tipping, small transactions, experiments.
I keep a portion of my play stack ready for projects that become the “Venmo/PayPal layer” of Base.
I don’t know which single token will win, but I’m convinced this category is not going away. Narrative #2 – Social & creator experiments native to Base
If 2020–2021 was DeFi’s big breakout, I think the next wave is social + creator + consumer built on top of chains like Base.
Why Base?
Coinbase already has a huge user graph.
Base fees are low enough for casual actions.
The culture is shifting from “pure speculation” to “onchain experiences”.
The way I see it:
The next big winners might not look like DeFi dashboards. They might look like games, feeds, creator tools, or weird social apps that just happen to live on Base.
What I’m watching:
Social primitives that feel fun even without airdrops
Creator tools that help people earn onchain without reading 50 docs
Apps that combine identity, content and tokens in a way that isn’t pure ponzi
How I position:
I reserve time (not just money) to play with social/creator apps on Base.
I track which ones keep active users after the first reward program ends.
If something feels genuinely sticky, I consider:
using it more,
building content around it,
or taking small positions in the ecosystem if it makes sense.
I’m not trying to guess “the next FriendTech” on day one. I’m trying to be present where real onchain social behavior starts forming. Narrative #3 – Base as an infra hub for the next cycle (restaking, data, AI, etc.)
The loud narratives change every cycle:
DeFi summer,
NFT mania,
L2 wars,
AI + crypto,
restaking, intent-based infra, you name it.
Underneath all the noise, one thing stays:
Chains that become infrastructure hubs keep attracting developers, liquidity and serious users.
For Base, I’m watching infra in three directions:
Security & restaking style infra – things that help apps secure themselves more flexibly
Data & identity – proving who you are / what you did across chains in a privacy-aware way
AI-adjacent infra – tools that connect agents, bots or AI systems to onchain actions safely
How I position:
I follow which infra teams choose Base as a primary deployment.
I look for projects that other devs actually integrate, not just retweet.
I don’t ape every infra token; I map which primitives might become “must-have plumbing” for Base.
This is the slowest narrative, but also the one that can outlast three hype cycles. My simple playbook for these three narratives
To keep myself honest, I use a small checklist before committing serious time or capital to any Base project:
Which narrative does it belong to? Payments / stablecoins, Social & creator, or Infra. If it fits none, I probably skip.
Would I still care if there was no airdrop? If the only attraction is “points”, I treat it as short-lived.
Is there real usage or clear potential for it on Base specifically? Not just “this could live anywhere”.
Do I understand how value might accrue to the token or protocol? If I can’t explain it in a simple paragraph, I size tiny or stay out.
What’s my exit plan if I’m wrong? I set rough conditions where I will cut the position and move on. Closing – Less noise, more intention
I used to treat Base like a buffet:
new app? try it.
new token? maybe buy some.
new quest? sure, let’s click.
It was fun, but also exhausting and not very profitable.
Now I’m choosing a different game:
Just three narratives. Fewer bets, more depth. Less FOMO, more intention.
If I’m right about even one of these lanes, being early, consistent and thoughtful on Base should matter more than running after every campaign.
And if I’m wrong?
At least I’ll know I played with a clear framework, not just pure noise.
Why I’m narrowing down to just three narratives
Base is exploding with new apps, points, quests, and memes. If you try to chase everything, you end up with:
20 tabs open,
0 clear conviction,
and a portfolio that’s basically random.
So for 2026, I’m forcing myself to play a simpler game:
Only three Base narratives. Fewer bets, deeper understanding.
In this chapter, I’m not listing “every hot project”. I’m sharing the three lanes I’m actually positioning for as a normal Thai degen who wants to survive multiple cycles – not just farm the meta of the month.
Narrative #1 – Base as the default chain for everyday payments & stablecoins
If Coinbase has a superpower, it’s distribution.
Millions of users
Fiat on- and off-ramps
Deep integration with stablecoins and banking rails
For me, that points to one obvious Base narrative:
Base as the place where stablecoins and real-world payments quietly become normal.
What I’m watching:
Stablecoin flows in and out of Base
Apps that make payments feel “invisible” to non-crypto users
Bridges and wallets that let people move in/out with minimum friction
How I position:
I pay attention to stablecoin-focused protocols on Base (payments, remittance, checkout, B2B rails).
I try to actually use them at small size – tipping, small transactions, experiments.
I keep a portion of my play stack ready for projects that become the “Venmo/PayPal layer” of Base.
I don’t know which single token will win, but I’m convinced this category is not going away. Narrative #2 – Social & creator experiments native to Base
If 2020–2021 was DeFi’s big breakout, I think the next wave is social + creator + consumer built on top of chains like Base.
Why Base?
Coinbase already has a huge user graph.
Base fees are low enough for casual actions.
The culture is shifting from “pure speculation” to “onchain experiences”.
The way I see it:
The next big winners might not look like DeFi dashboards. They might look like games, feeds, creator tools, or weird social apps that just happen to live on Base.
What I’m watching:
Social primitives that feel fun even without airdrops
Creator tools that help people earn onchain without reading 50 docs
Apps that combine identity, content and tokens in a way that isn’t pure ponzi
How I position:
I reserve time (not just money) to play with social/creator apps on Base.
I track which ones keep active users after the first reward program ends.
If something feels genuinely sticky, I consider:
using it more,
building content around it,
or taking small positions in the ecosystem if it makes sense.
I’m not trying to guess “the next FriendTech” on day one. I’m trying to be present where real onchain social behavior starts forming. Narrative #3 – Base as an infra hub for the next cycle (restaking, data, AI, etc.)
The loud narratives change every cycle:
DeFi summer,
NFT mania,
L2 wars,
AI + crypto,
restaking, intent-based infra, you name it.
Underneath all the noise, one thing stays:
Chains that become infrastructure hubs keep attracting developers, liquidity and serious users.
For Base, I’m watching infra in three directions:
Security & restaking style infra – things that help apps secure themselves more flexibly
Data & identity – proving who you are / what you did across chains in a privacy-aware way
AI-adjacent infra – tools that connect agents, bots or AI systems to onchain actions safely
How I position:
I follow which infra teams choose Base as a primary deployment.
I look for projects that other devs actually integrate, not just retweet.
I don’t ape every infra token; I map which primitives might become “must-have plumbing” for Base.
This is the slowest narrative, but also the one that can outlast three hype cycles. My simple playbook for these three narratives
To keep myself honest, I use a small checklist before committing serious time or capital to any Base project:
Which narrative does it belong to? Payments / stablecoins, Social & creator, or Infra. If it fits none, I probably skip.
Would I still care if there was no airdrop? If the only attraction is “points”, I treat it as short-lived.
Is there real usage or clear potential for it on Base specifically? Not just “this could live anywhere”.
Do I understand how value might accrue to the token or protocol? If I can’t explain it in a simple paragraph, I size tiny or stay out.
What’s my exit plan if I’m wrong? I set rough conditions where I will cut the position and move on. Closing – Less noise, more intention
I used to treat Base like a buffet:
new app? try it.
new token? maybe buy some.
new quest? sure, let’s click.
It was fun, but also exhausting and not very profitable.
Now I’m choosing a different game:
Just three narratives. Fewer bets, more depth. Less FOMO, more intention.
If I’m right about even one of these lanes, being early, consistent and thoughtful on Base should matter more than running after every campaign.
And if I’m wrong?
At least I’ll know I played with a clear framework, not just pure noise.
@@base.base.eth
Radar #2 🚨Instead of chasing every quest and meme, I’m narrowing my 2026 plan to just 3 Base narratives – payments / stablecoins, social & creator, and infra If you’re tired of noise and want a simple Base playbook, start here. 📷
I think it depends on how we look at it or what we're fixated on. No matter how you promote something, there will always be people who agree and disagree; it's normal in this world. But wouldn't it be better if we could promote through social media and have people see us, while nobody knows or has ever seen us at all? Which do you think is more lonely?
See pov of everyone is different
But just saying if you are building something and promoting them on social boosting app.
The results and output should satisfy you.
If not , then the wrong audience just farmed your reward without giving you the benifits you reward them for.
@@base.base.eth
Radar #2 🚨Instead of chasing every quest and meme, I’m narrowing my 2026 plan to just 3 Base narratives – payments / stablecoins, social & creator, and infra If you’re tired of noise and want a simple Base playbook, start here. 📷
I think it depends on how we look at it or what we're fixated on. No matter how you promote something, there will always be people who agree and disagree; it's normal in this world. But wouldn't it be better if we could promote through social media and have people see us, while nobody knows or has ever seen us at all? Which do you think is more lonely?
See pov of everyone is different
But just saying if you are building something and promoting them on social boosting app.
The results and output should satisfy you.
If not , then the wrong audience just farmed your reward without giving you the benifits you reward them for.
16 comments
@@base.base.eth Radar #2 🚨Instead of chasing every quest and meme, I’m narrowing my 2026 plan to just 3 Base narratives – payments / stablecoins, social & creator, and infra If you’re tired of noise and want a simple Base playbook, start here. 📷
Are you still believing these social boost can help a creator growing ?
I think it depends on how we look at it or what we're fixated on. No matter how you promote something, there will always be people who agree and disagree; it's normal in this world. But wouldn't it be better if we could promote through social media and have people see us, while nobody knows or has ever seen us at all? Which do you think is more lonely?
See pov of everyone is different But just saying if you are building something and promoting them on social boosting app. The results and output should satisfy you. If not , then the wrong audience just farmed your reward without giving you the benifits you reward them for.
Sounds like a plan
solid guide right here.
Stay based 💙💙
Nicee.
That's great
Amazing work
thank you
Good morning friend
Good morning 🌞☕️👌
Solid plan
Good bro
thank tou