0:00
好了，欢迎来到基础构建者秀的第一个版本，这次是在新加坡举办的，我们上次称它为基础构建者通话。我很高兴能在这里，与Nick一同主持，他也在这里。欢迎来到新加坡，Ahana。
0:35
我觉得我们非常兴奋能采访一批新的构建者。是的，我们真的想支持每个人。希望能有越来越多的构建者加入，我们能够放大他们的故事，让全世界听到他们的声音。是的，我的意思是，
0:48
我觉得我们之前开始基础构建者通话的原因，是为了让构建者能够接触到我们的分发网络，而基础上始终有很多事情在发生。感觉我们可以把这些带入一个高制作水准的环境中，分享这些故事
1:08
以及他们的产品和对产品的愿景。我很激动我们终于做到了。我们之前也谈到了信号，对吧？团队可以通过项目或加速器，但真正无可替代的是，
1:23
基础团队成员亲自坐下来与创始人面对面，深入了解他们的愿景、产品以及他们如何看待商业模型，这真正体现了项目背后的信念。是的，我喜欢，
1:37
就像Zen说的，我们希望构建者来基础上构建，再通过Coinbase扩展。今天，我们有很多这样的构建者一路同行，处于不同的构建阶段，
1:52
有人从小项目开始，可能是黑客松的一部分，或是批次项目，毕业后加入了Sonar，现在正在借助Coinbase扩展。
2:02
是的，我的意思是，一旦你开始在基础构建，你会得到整个生态系统的大量支持。要不要现在就开始介绍一些构建者？
2:11
好，我们开始吧。
2:18
Nick，已经两个月了，也许六周，也许是两个月，我不太确定。距离我们上次对话已经有段时间了。我想知道基础上发生了什么变化？我们现在处于什么阶段？是的，我们取得了很多进展，
2:37
在链上牵引力方面有很大进步。我认为稳定币交易量一直在增长，累计来看，我们是处理稳定币交易量最多的链，累计约35万亿。
2:51
仅在9月，交易量就达到15万亿左右。在BTC和ETH现货交易方面，我们完成了151亿美元，如果我没记错的话。同时，我们依然保持90%的X4交易市场份额，我觉得这非常惊人，
3:09
因为未来属于链。基础是这一切的完美枢纽。
3:15
在借贷和TVL方面，约有60多亿美元。我认为我们已经走了很长的路，但前方仍有很远的路要走。
3:27
是的，我对目前的进展感到满意。事实上，在链端，我们一直在不断提供更新，比如，你知道的，法院升级很有意思，
3:46
现已实现了这些验证过的交易。
3:49
是的，这是今年的链升级，我们做了许多创新，使链条变得更好。尤其是让这里成为链上融资、交易、支付的家园。所以我们专注于这些领域，
4:04
使基础成为新型创新和基础设施升级的核心，方便构建者接入。
4:15
那，我们来深入聊聊带领全球构建者吧。最近你们启动了构建者和创作者基金，对吧？来讲讲具体情况吧。
4:30
对我们来说，首要任务是恢复拨款，帮助那些长尾构建者。世界各地有很多构建者在做非常有趣的用例，不断尝试新事物，
4:47
所以我们启动了构建者基金。如果你在基础上构建产品，可以申请基金支持。
4:57
我们会为早期团队提供最高5000美元的支持。我认为，凭借最近AI的进步，这足以启动一个项目，推动其向前发展。我们还有创作者基金，
5:15
很多人在制作基础相关内容。如果你是基础的创作者，应该专注于放大构建者及他们的声音。我们提供高达4000美元的创作者补助。首批资金已发放，
5:32
我们将持续每周每月发放补助。一个月拿了资金，不会影响下个月申请。这为你贡献基础经济并获得奖励提供了稳定机制。
5:47
我想强调一点，最近听到越来越多人说“在基础上构建，在Coinbase上扩展”，我们看到一些来自各个地区的团队取得了耀眼成果，
6:06
希望未来会有更多团队加入。今天有部分团队将分享经历。你们在亚洲拥有如此繁荣的社区，真的很棒。大家齐心协力，
6:22
聚合所有构建者，共同进步。
6:25
Samia，最近我们宣布了基础第四批全球项目的决赛名单。想想已经到了第四季，真是难以置信。说说报名团队的情况吧。
6:42
我们非常专注于链上融资、交易和支付这三个主题，精选了围绕这些方向构建非常有趣用例的团队。共有十支队伍，名单强大，
7:00
我非常期待欢迎他们加入。
7:05
事实上，刚才我看到一条推文，我朋友Shith去年作为另一个团队成员参加了基础营，在那儿遇见了联合创始人，开始合作，现在他们入选了批次。感觉
7:23
在这个基础生态里，网络效应明显，大家在不同活动、圆桌讨论、Telegram群组、创始人网络中频繁碰撞，
7:39
最终激发你去构建，我们也会支持你。
7:44
对了，关于社交媒体的反馈，一个常见问题是你们如何支持那些没有进入批次的团队？
7:58
很多方式。第一步是我们推出了构建者文档。
8:03
很多问题在文档中都有解答，我们为尚未达到可入批次投资阶段的团队建立了支持体系，
8:15
但只要他们有意愿，我们会帮助他们达到目标。
8:20
我们有专员会坐下来给你产品反馈，了解如何最好支持你，并为你提供更多分发渠道。
8:29
我们创建了更多分发平台，比如这个构建者秀就是其中之一。我们还有资金支持，所以作为年轻构建者，资本和分发需求都在解决中，
8:45
所有信息都在最近发布的基础.org上的构建者文档里。
8:52
听起来不错。还有一点想补充的是，有些团队没有通过批次，但依然在Base上取得了巨大成功，我们会继续支持所有团队，对吧？
9:00
是的，当然。
9:01
这不是通往顶峰的唯一途径。
9:02
是的，批次只是其中一条路径。我经常想着，特别是那些拥有代币但因为各种原因未能进入批次投资的团队。我觉得我们会与这些团队更加紧密合作，确保他们在Base上取得成功，
9:20
并且找到来自全球各地的资金和分销渠道。
9:26
好的，Jesse。代币化股票是新热门领域。那Base上相关的情况怎么样？我们都做了些什么，看到些什么？
9:36
是的，自Coinbase推出代币化股票已经六周左右了。
9:41
说实话，结果远超我们预期。我认为交易额接近20亿美元，包括有些日子交易量达到1亿美元，单日在Base上交易1亿美元股票。我们开始时只有10只股票，
9:59
现在应该已经增长到40只，数量还在持续增加。未来几个月我们会达到数百只。我觉得最让我兴奋的是，相关生态系统已经开始形成。比如借贷在Aave和Morpho上进行，
10:13
显然，Aerodrome构建了非常深的去中心化流动性，Stock Memes也在Uniswap和V4 Hooks上启动。还有各种保险库，用户通过与不同方进行套利交易，
10:32
找到新颖的收益生成方法和构建新体验。我想在推出前，我们都没想到这些都是可能的。当然，还有社区方面非常狂热的一面。我很喜欢看到蓝筹股、
10:49
快递小哥、iPod等各种小梗在Stock Memes世界里出现。这种现象在链上才可能发生。
11:00
这不仅富有创意和文化，也是我觉得大家感到兴奋和充满能量的东西，还带来了Base的积极网络效应。
11:12
它加深了流动性，使得交易代币化股票时能获得更好的执行效果。我认为这让整个经济体系运转更流畅。
11:21
这种协作性、组合性、连接性的经济是我们多年来一直在Base上构建的。几周时间内，我们带入一个我们认为是全球最重要的资产类别，
11:41
虽然不确定它会有多快发展，但几周之内将其融入已经建立的超棒经济体，就好像通电了一样。我感觉我们正站在下一个增长高峰的起点，
11:57
我认为2027年有望成为非常关键的一年。真是太棒了。感觉它的发展远超任何人的预期。现在有多少只股票上线了？未来规划如何？
12:15
我们开始时有10只，现在是40只。我认为已经有能力每天新增10只，我们会按合理顺序陆续推出。我的目标是未来几个月达到数百只，2027年达到数千只。
12:25
我希望做到全球所有股票都能在Base上交易。因为谈到全球经济，意味着每个国家的每只股票都对所有人开放，无论你身处何地。虽然现在还很早，
12:38
但我认为发展趋势强劲。Base上有全球资本市场，它是全球金融的区块链，涵盖交易、支付和融资，
12:53
所有这些都在同一个平台实现，不同金融服务协同作用，强化网络效应，带来更好客户体验和更优商业成果。
13:08
令我兴奋的是，如果看我们已上线的股票，我们几乎拥有链上生态中最深的流动性和最优的执行效果。
13:22
我们计划将这种能力扩展到Base上所有股票。这并不意味着每只股票流动性都一样，但无论是长尾股票还是头部股票，
13:35
都会实现最佳执行。因为让Base成为交易首选地，提供最佳执行和价格是核心。若你暂时看不到流动性，请放心我们在持续建设中。通过上线表情包和股票配对，
13:49
你在帮助构建流动性。未来围绕这些代币的新协议也会带来更深流动性，惠及我们所有人。虽然还早，但趋势很明朗。
14:01
发展势头强劲。
0:00
All right, so welcome to the first version of the base builder show, which we
0:23
ran last
0:24
time as the base builder calls. I'm excited to be here in Singapore and hosting
0:29
it alongside
0:30
Nick, who's also here. Yeah, so I'm here, welcome to Singapore, Ahana as well.
0:35
I think
0:36
we're really excited to interview like a new set of builders. Yeah, you know,
0:40
we really
0:41
want to support everyone. And so hopefully we get more and more builders coming
0:44
on and
0:44
we can amplify their stories and tell them to the world. Yeah, yeah, I mean, I
0:48
feel like
0:49
it's the way the reason we started the builder call previously was to give
0:55
builders access
0:57
to our distribution. And there's so much happening on base all the time. It
1:02
felt like we could
1:03
bring this into a high production sort of environment and share those stories
1:08
and their
1:09
products and their vision of their products with the world. I'm excited that we
1:14
're finally
1:14
doing that. And we were also talking about signals, right? I mean, teams can go
1:18
through
1:18
programs, can go through accelerators, but really nothing beats like, you know,
1:23
part of
1:23
the base team sitting down with a founder face to face and really thinking
1:27
through and
1:28
asking them about their vision, about their product, how they think of their
1:31
business
1:32
model that really shows conviction behind a project. Yeah, I like, you know,
1:37
like how
1:38
Zen puts it, you know, we want builders to come and build with base and then
1:42
scale with
1:42
coin base. And today we have lots of these builders that have gone on that path
1:47
with
1:47
us, right? Like there are people that are in various stages of building and
1:52
some have
1:53
started off as a small project. Maybe they were part of a hackathon or, you
1:56
know, like
1:57
batches and graduated to like sonar and like are now scaling with coin base.
2:02
Yeah, I mean,
2:03
there's a whole ecosystem of support that you get a lot. The moment you start
2:07
building
2:07
with base and I mean, shall we just dive into some of these builders right now?
2:11
Yeah, let's
2:13
do it. Let's do it.
2:18
Nick, it's been two months. Maybe, maybe like six weeks, two months. I'm not
2:26
sure about
2:26
two months. It's been a while. It's been like since we charted. And I want to
2:31
know like,
2:32
what has changed on base? Like where are we today? Yeah, I mean, we've done so
2:37
much
2:37
with progress so much in terms of like our traction on the chain. I think in
2:41
terms of
2:42
like stable coin volume, we've been growing. I think cumulatively, we are the
2:45
chain that
2:46
processed the most stable coin volume, something like 35 trillion cumulatively.
2:51
And I think
2:52
on a monthly basis in September, we did 15 trillion in volumes. In terms of
2:57
like spot
2:58
BTC and ETH trading, we've done 15.1 billion if I'm not wrong and same. And we
3:03
still hold
3:04
like 90% of like X4 to transaction market share, which I think is insane, right
3:09
? Because you
3:10
know, ages are going to be the future. And I think base is like the perfect hub
3:13
for that.
3:15
I think in terms of lending, borrowing or TVL is about six plus billion. So I
3:22
think we've
3:22
come so far in just six, but we still have so far to go.
3:27
Yeah. And I mean, I'm quite happy with the progress so far. In fact, like on
3:32
the chain
3:32
side, I feel like we've been constantly shipping these updates since like, you
3:38
know, like the
3:40
court, a court upgrade has been interesting to see right where we've now have,
3:45
you know,
3:46
these verified transactions in place.
3:49
Yeah, I mean, this is the South chain upgrade this year, right? And yeah, we're
3:54
just doing
3:54
so much innovation to make the chain a better place. Yeah, especially like
3:58
making it the
3:58
home for, you know, on-chain financing, trading payments. So being very razor
4:03
focused on these
4:04
categories has made, I feel like us become the home for new type of innovations
4:09
and access
4:10
for builders to access upgrades at an infrastructure level.
4:15
Yeah, I mean, let's do a double click on the builder fan. You know, now yeah,
4:20
leading builders
4:20
globally. Like, how has that been? I know there's kind of like a builder and
4:24
creator
4:24
grant that you've launched recently. Like, tell us more about it. Yeah, it's so
4:29
for
4:30
us, I think one, like first order of business was to bring the wipes back, to
4:36
bring back
4:36
grants, to help all the like, you know, long-tail builders. We've got like lots
4:41
of builders all
4:41
over the world that are building really interesting use cases and just trying
4:46
new things. And
4:47
I feel like this, we should kick off a way to support them. So you've got like
4:51
builder
4:52
grants back, which means that if you're building a product on base, you can
4:55
apply for a grant.
4:57
And we'll support you with up to $5,000 for an early stage team, right? And
5:02
that is enough,
5:03
I think, with the recent advancements in AI, to kick off a project to a point
5:08
where it
5:08
can go the next mile. And we also have created grants live. We've got like lots
5:14
of people
5:15
now creating content about base. And I feel like if you are a creator on base,
5:21
you should
5:22
focus heavily on how do you amplify builders and those voices on base. And we
5:26
're giving
5:26
out grants up to $4,000 for them. So the first batch of grants are out. And we
5:31
will continue
5:32
to give grants week on week and month on month. So if you want a grant in month
5:37
one,
5:37
it does not disqualify you from a grant in month two. So now there's like a
5:41
real recurring
5:42
way for you to contribute to the base economy and be rewarded for it.
5:47
So I want to maybe highlight something I've been hearing recently, which is
5:52
people are
5:52
more and more so saying built with base scale with Coinbase, right? And I think
5:57
we have seen
5:58
a few teams coming out of like the region that are really shining stories. And
6:05
we hope
6:06
that there are more teams to come. I think some of them will talk about in a
6:11
bit today
6:12
to be very, very psyched with the middle line up here. And the fact that you've
6:16
got such
6:17
a thriving community in Asia is beautiful to see. So like crushing it with, you
6:22
know,
6:22
like bringing all these builders together.
6:25
So Samia, I think recently we've just announced the finalists of base batch 004
6:31
. Quite insane
6:32
to think that we are already in the fourth edition of our global program. But
6:37
tell us
6:38
a bit more about like the teams that have entered base batch 004.
6:42
Yeah, I think for us, we are so razor focused on these three themes of, you
6:47
know, on-chain
6:48
financing, trading and payments that we've just zeroed in these categories and
6:54
like found
6:55
teams that were building very interesting use cases around it. We've got 10
6:59
teams. This
7:00
line up is stacked. And so I'm very, very excited about welcoming these teams.
7:05
And in
7:05
fact, just earlier, I was reading this tweet where this friend of mine, Shith,
7:10
who came
7:11
to base camp last year as part of a different team met his co-founder at base
7:17
camp and started
7:18
jamming and is now building and got selected into batches. So I feel like they
7:23
're so much,
7:24
you know, like network effects of being in this one base ecosystem and
7:28
constantly colliding
7:30
with each other at, you know, different events at different surface areas that
7:34
like roundtables
7:35
that we are hosting on telegram groups, in being in the founder network that
7:39
you will
7:40
eventually get inspired to build and then we'll support you.
7:44
Right. And I think just surfacing some of the feedback that we've gotten on
7:49
social media,
7:50
right? I think a question we've gotten quite often is how are you planning, how
7:54
we planning
7:55
to support teams that did not get into batches?
7:58
I mean, lots of ways. I think step one is like we've got the builder docs out.
8:03
So a
8:04
lot of that question gets answered in the docs, which is we've now created
8:08
support structures
8:10
for teams that have not reached that stage where batches could invest in them.
8:15
But we'll
8:15
make sure that they get there, right? Like provided, they have the intent to
8:19
get there.
8:20
And that means that we've got officers where we'll sit down with you, give you
8:23
product
8:24
feedback, right? To understand how we can best support you, we give you access
8:27
to more distribution.
8:29
We've created more distribution surfaces, right? Like this builder show
8:32
included is one
8:33
of those surfaces. And it's just like we've got grants out. So basically, as a
8:39
young builder,
8:40
you're looking for capital and distribution, and we're solving for both of
8:44
those tenets
8:45
through these programs. And it's all in the recently shipped builder docs on
8:50
the base.org
8:51
site.
8:52
Sounds good. And also to add like there are teams that did not go through the
8:55
batches
8:55
from, but still made it big on base and we continue to support like all teams,
8:59
right?
9:00
Yeah, of course.
9:01
It's not the only way to the top.
9:02
Yeah, I mean, batches is just like one route. And I often think about
9:06
especially teams that
9:08
have tokens and that batches could not invest in for various reasons. I feel
9:14
like we're
9:14
going to work so much more closely with those teams to make sure that they are
9:20
winning
9:20
on base and they're finding avenues to capital, to distribution from all over
9:25
the world.
9:26
All right, Jesse. So I mean, tokenized equities is the new hot thing. What are
9:34
we doing and
9:35
seeing on base around it?
9:36
Yeah. So it's been about six weeks since Coinbase launched their tokenized equ
9:40
ities.
9:41
And honestly, it's kind of blown blown our expectations out of the water. I
9:45
think we've
9:45
had almost $2 billion of trading volume, including some 100 million days where
9:51
people
9:52
have traded $100 million of stocks in a single day on base. We started with 10
9:58
stocks. I
9:59
think we're up to 40 now and it's just going to keep growing. We're going to
10:03
have hundreds
10:04
over the next couple of months. And then I think the thing that's been most
10:07
exciting
10:08
to me is the ecosystem that's already started cropping up around it. So we have
10:12
borrowing
10:13
and lending happening on Ave and Morpho. We obviously have super deep decks
10:18
liquidity
10:18
being built on aerodrome and stock memes launching on Uniswap and V4 hooks. And
10:25
then
10:25
there's vaults that people are building doing carry trades with all sorts of
10:31
folks who are
10:32
figuring out novel ways to generate yield and build new experiences. I don't
10:37
think any
10:37
of us really like knew were possible before we actually put this out into the
10:43
wild. And
10:44
then of course, there's the kind of crazy community side. I've loved seeing
10:49
blue chip,
10:49
delivery guy, iPod, I mean, all these little memes that have propped out in the
10:54
world of
10:55
stock memes. That's the sort of thing where it's really only possible on chain.
11:00
And not
11:01
only is it creative and cultural and something that I think folks just get
11:05
excited and energized
11:06
by, but it's also contributing to like real positive network effects for base.
11:12
It's deepening
11:12
liquidity. It's making it so that when people are trading tokenized stocks,
11:16
they're getting
11:17
better execution. And I think it's just making the whole economy work better.
11:21
And so this
11:23
kind of collaborative, composable, connected economy is what we've been
11:29
building in base
11:30
for now years. And it's so cool to see how in just a few weeks when we took a
11:36
new asset
11:37
class, which we knew was the most important asset class in the world, but we
11:41
were never
11:41
really sure like how quickly would it happen? But in just a few weeks, you take
11:45
that asset
11:46
class, you put it into this incredible economy that's already been built on
11:51
base and you
11:51
just have electricity. And so I don't know, it's, it's feeling like we're at
11:57
the very
11:58
beginning of kind of the next big uptick in growth. And I think that 2027
12:04
setting itself
12:04
up to be a pretty massive year. Incredible. I feel like it's really like far
12:10
exceeded
12:11
anyone's expectations right on how far it's grown. What's the like, how many
12:15
queries
12:15
live today? And like, where are we going? Yeah, so we started with 10, we're up
12:20
to 40
12:21
now. I think we've basically built out the capacity to add 10 new ones a day.
12:25
We'll be
12:25
kind of sequencing them as it makes sense. My goal is to get to hundreds over
12:29
the next
12:29
few months and then thousands in 2027. I want to make it so literally every
12:34
single equity
12:35
in the world is available on base. Because when we talk about a global economy,
12:38
that
12:38
means every equity from every country available to everyone, no matter where
12:43
you are. And so
12:44
again, it's very early, but I think the trajectory is strong. Global capital
12:49
markets on base,
12:50
global capital markets on base. It's the blockchain for global finance. That
12:53
means trading, it
12:54
means payments, it means financing. And it means all of it happening in one
12:58
place where
12:59
you get the benefits of all of these different financial services working
13:02
together to build
13:03
stronger and stronger network effects, which leads to better experiences for
13:08
customers
13:09
and better outcomes for businesses that are building on top of it. One thing I
13:13
'm excited
13:14
about is that if you look at the stocks that we have listed, we actually have
13:17
the deepest
13:18
liquidity and the best execution of pretty much ending on chain ecosystem. And
13:22
our plan
13:22
is to scale that up to every stock that's listed on base. So it doesn't mean
13:25
that every
13:26
stock will have the same amount of liquidity, but for each stock across the
13:30
long tail all
13:31
the way up to the head, we're going to make it so you get best execution on
13:35
base. Because
13:35
when we're talking about making base the place for trading, best execution and
13:40
giving
13:40
folks the best price is a core part of that. And so if you're not seeing the
13:44
liquidity
13:44
there, know that we're building towards it. By launching memes and pairing with
13:49
stocks,
13:50
you're helping build that liquidity with us. And then all of the other
13:53
protocols that
13:54
we're going to be building around these tokens are just going to lead to deeper
13:57
and deeper
13:57
liquidity that all of us can benefit from. So it's still early, but the
14:01
trajectory is
14:02
strong.
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