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:

1. Security & restaking style infra – things that help apps secure themselves more flexibly

2. Data & identity – proving who you are / what you did across chains in a privacy-aware way

3. 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:

1. Which narrative does it belong to?
   Payments / stablecoins, Social & creator, or Infra.
   If it fits none, I probably skip.

2. Would I still care if there was no airdrop?
   If the only attraction is “points”, I treat it as short-lived.

3. Is there real usage or clear potential for it on Base specifically?
   Not just “this could live anywhere”.

4. 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.

5. 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:

1. Security & restaking style infra – things that help apps secure themselves more flexibly

2. Data & identity – proving who you are / what you did across chains in a privacy-aware way

3. 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:

1. Which narrative does it belong to?
   Payments / stablecoins, Social & creator, or Infra.
   If it fits none, I probably skip.

2. Would I still care if there was no airdrop?
   If the only attraction is “points”, I treat it as short-lived.

3. Is there real usage or clear potential for it on Base specifically?
   Not just “this could live anywhere”.

4. 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.

5. 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.