After Circle went public, the U.S. stock market responded extremely enthusiastically, with the stock price soaring from the IPO price of $31 to $83.23 at the close of the first day, and further rising the next day, with the market value exceeding $30 billion at one point. Not only U.S. stocks, but also investors' optimism about the concept of stablecoins in global stock markets has spread, especially against the backdrop of a possible improvement in the regulatory environment.
Therefore, Coinbase's public chain Base, which has deep cooperation with Circle, has naturally attracted much attention from institutions. In recent times, more and more products with promising developments have appeared. This article will summarize the recent high-quality Base projects.
PayFi/stablecoin/credit track
KEETA
Keeta Network is a high-performance layer 1 blockchain that is committed to providing secure, efficient and highly interoperable solutions for global payments and asset transfers. Its vision is to become the "common foundation for all asset transfers" (common foundation), not only supporting cross-chain transactions, but also emphasizing seamless integration with traditional financial systems (TradFi).
Players familiar with the Base ecosystem must have heard about Keeta recently. Not only has it experienced a terrifying increase of more than 600 times since its launch, its fully circulated market value exceeds US$1.6 billion, but more importantly, it has received US$17 million in funding support from top investors including former Google CEO Eric Schmidt and Steel Perlot Management.
Keeta was originally designed to solve the pain points of traditional payment systems, such as high fees, slow settlement speeds, and lack of compliance support, and aims to achieve fast transaction settlement and asset tokenization through its technical architecture. Founder and CEO Ty Schenk once pointed out that Keeta's goal is to "make international remittances as simple and fast as Venmo payments, without having to worry about the safety of funds."
Keeta Network adopts a unique architecture design that separates nodes from hardware, allowing multiple servers to support one node at the same time, achieving horizontal and vertical expansion without affecting services, and ensuring stable performance under high load. At the same time, Keeta cancels the mempool mechanism in traditional blockchains and directly processes transactions, making transactions faster and less costly.
At the same time, it has a compliance process, and its Anchor function supports cross-chain docking with traditional payment systems (such as SWIFT, ACH), realizing seamless conversion of legal currency and digital assets. Keeta has a native built-in compliance protocol, which is suitable for regulatory agencies such as central banks and banks. Through the native tokenization mechanism, it can issue and manage tokens without relying on smart contracts, and supports RWA and other multi-asset chains. The platform also combines multiple authentication sources to establish a digital identity system that users can selectively disclose, and supports private sub-network deployment to meet the privacy needs of specific scenarios.
Overall, Keeta Network has been highly sought after by the community due to its strong team (endorsed by the former CEO of Google and the former chief developer of Nano) and technical highlights. It is designed for traditional financial supervision, solves blockchain privacy and compliance issues, and selects international payments as the main direction in the future, which is quite in line with the mainstream choice of the current "stable currency market".
Mamo
The AI Agent Mamo produced by Moonwell some time ago also attracted widespread attention in the market. It chose to cooperate with Virtuals. When users add USDC to Mamo, it will be allocated to the USDC-related vaults of Moonwell and Morpho . Mamo will automatically select protocols with higher returns, and the rewards obtained (such as WELL and MORPHO) will also be automatically converted into USDC. The total APY currently provided is about 8% (base + reward), and most of the income comes from USDC borrowers.
The founder of Base also recommended this AI Agent in a tweet as one of the most practical AI Agents with "no threshold" at present. With excellent project endorsement and 0 threshold, it can be said that it is the best choice among Base's agents that can "automatically make money". It has also contributed to Base's AI Agent hive system. Currently, another AI Agent hedge fund manager Axelrod from the Virtual system announced access to the Mamo protocol. Although Axelrod only deposited 0.15 USDC for the first time, the value of the tokens pledged in its system exceeded 1.8 million US dollars, which is more symbolic of the Virtual ecosystem ACP system than the actual value generated.
$Mamo's current total circulation market value is 90 million US dollars, and its token distribution is 10% community airdropped to stkWELL holders, WELL holders, VIRTUAL stakers, veAERO holders, and MEME holders. 25% of the treasury reserves are unlocked linearly in 24 months, 25% of the platform development is also unlocked linearly in 24 months, 15% of the team is allocated, 6 months Cliff, and then part of it is unlocked linearly in 24 months. The rest are 15% of Virtuals LP and 10% of cbBTC LP.
Giza
Giza is an infrastructure that supports non-custodial algorithmic agents to autonomously execute DeFi strategies. Similar to Mamo, Giza is also unique in USDC's "AUTO FARMING". The project has recently integrated Eigenlayer AVS, a more advanced machine learning model, and real-time market data to drive dynamic risk assessment. Its self-developed open source zkML framework will be used for new use cases of verifiable AI in the future, using a smart account + session key mechanism to achieve non-custodial security. Agents cannot directly control user funds, and users can customize the authority boundaries and time ranges of agent operations, which has stronger technical endorsement.
So far, Giza Agent has generated over $70 million in trading volume on protocols such as Morpho, Aave, Fluid, Compound, etc. The APR of static strategy income of its first stablecoin income Agent ARMA has exceeded 80%.
As GIZA gradually becomes more institutionalized, its investment company Re7 Capital has also commissioned Giza to provide an optimized return strategy for stablecoins and ETH. In addition to GIZA, Re7 has also invested in several well-known on-chain DeFi protocols such as Morpho and Centrifuge. Currently, 6.45 million $GIZA are pledged in the agreement. With the recent positive news for "stablecoins", its full circulation market value has reached nearly 300 million US dollars.
Attention Economy Track
Noice
Noice is a social micropayment application built in the Farcaster ecosystem. It focuses on real-time small rewards on the chain through social interactions such as likes, reposts, and comments. It breaks the cumbersome process of traditional Web3 rewards that require jumping to third-party applications, and realizes a truly seamless experience. Currently, Noice processes more than 10,000 transactions per day and currently has more than 730,000 "Tips". It is the application with the highest interaction volume on Farcaster. It has received support from Base officials, Jesse Pollak, Balaji and other bigwigs, and has also won wide attention from the community.
According to the analysis of on-chain analyst R 48 _eth , Noice's token $NOICE does not rely on a large airdrop strategy, but adopts a lightweight incentive and gradual release mechanism. 60% of the tokens are in circulation, the team holds a low proportion, and the risk concentration is relatively small. Judging from the on-chain data, the distribution of tokens is healthy and early investors have not formed a significant selling pressure. The team has announced several future catalytic events, including integration with X (Twitter), Solana network support, and upcoming airdrop activities, which are expected to drive a surge in trading volume and user growth.
Overall, Noice has a strong social foundation, excellent product fit, and a clear growth path. It may become an important representative of the next social financial application and reshape the expression of reward culture in Web3.
QRCOIN
QR is an "ad space for rent" APP on the base chain. It allows users to bid for the right to use the QR code for 24 hours. The highest bidder can specify the QR code to display any content, which can be used to promote business, digital art, personal projects, and even meme-related content, which fits the creativity and culture of the project. Currently, 94 ads have been successfully posted, of which 10 were sold for more than $1,000, 1 was more than $2,000 (#1), and the average transaction price was $417.29.
The Base official has "raided" the project many times, saying that the concept of daily attention "battle" feels similar to the early Internet period. At the same time, many project parties also use this attention to launch projects, such as Noice introduced above and the vibe coding APP Helloworld Agent produced by OharaAI.
Its token $QR currently has a market value of $3.9 million, and it currently collects nearly $40,000 in advertising fees. The project will use part of the advertising fees to repurchase QR to pay for the $1,000 $QR reward that users receive when they click on ads. Rewards encourage users to click on ads - ad buyers gain more attention - more project parties buy ads, making QR more widely known - higher advertising fees, and in this way, a positive cycle in its ecosystem.
Virtual/Clanker Track
BasisOS
BasisOS Agent is the first fully autonomous, AI-driven DeFi agent system designed to revolutionize yield strategy management on blockchain platforms. It enables comprehensive management of decentralized financial protocols, including strategy execution, risk control, and operational optimization through a modular, multi-agent architecture. The core agent is responsible for the basis trading strategy, automatically buying assets in the spot market and shorting in the perpetual contract market to capture funding rate differences and stabilize profits. At the same time, BasisOS monitors the liquidity and price dynamics of multiple DEXs in real time through a sub-agent network, and dynamically adjusts strategies to optimize returns and risk exposure.
The system has a built-in adaptive risk management framework based on historical and real-time data, supporting active rebalancing and leverage control. BasisOS also uses the ReAct architecture to achieve environmental perception and strategic reasoning capabilities, enabling agents to flexibly respond to complex market changes. The system architecture includes core trading agents, supervisory agents, role agents, and environmental interface layers, fully supporting on-chain operations and user interactions.
To ensure the security and advancement of the system, BasisOS is currently working with a number of top industry partners:
Hexens: Provides comprehensive smart contract auditing and risk control support to ensure transaction security and system integrity;
Hyperliquid: Integrates a high-performance decentralized perpetual contract exchange to improve transaction execution efficiency;
Chainlink: Provides accurate and reliable oracle data to enhance the accuracy of market decisions.
BasisOS is also currently advancing its integration with Solana, the construction of a cross-chain vault, and the development of the AI simulation engine Fractal-ai, and is committed to creating a DeFi protocol fully driven by AI agents to promote a new era of financial autonomy.
BasisOS has a full liquidity market value of 24.4 M. According to the tweet analysis of its staking status shared by player @trenchpaperhand on X, currently 308 M is pledged, 61 M has applied for decompression, 57 M decompression applications are in the queue, and 4 M has been unlocked and entered into circulation. He believes that $BIOS is the one with the least decompression sentiment in the current Genesis token list, and early diamond holders are still a little optimistic.
JesseXBT
jesseXBT is a digital spinoff of Base founder Jesse Pollak, created to provide AI-driven co-founder services to startups, individual founders, and ecosystems, guiding creators from code to product and market. Its goal is to increase the number of builders supported by Jesse Pollak from about 10-100 per day to more than 1,000 per day, while providing high-quality support and increasing funding channels.
Users can chat with Jesse XBT on X, Farcaster, and Telegram. JesseXBT has been trained by Jesse Pollak's writing, social media, videos, and sites like base.org to maintain a deep knowledge base and be able to provide effective guidance to builders. JesseXBT is powered by A 0x.
The training process of jessexbt consists of four interrelated components: pre-training, fine-tuning, retrieval-augmented generation (RAG), and feedback loops. jessexbt is trained by extensively collecting Jesse's public content (164+ YouTube videos and podcasts, historical posts on X, Farcaster topics and replies) and combining cleaning and synthetic samples. The Gemini 2.5 model is used at the bottom layer, supplemented by personalized dashboard configuration to ensure that the tone, knowledge, and values are highly consistent with Jesse. A human review mechanism is used during the training process, with Jesse himself providing ratings and feedback, and continuous iteration through reinforcement learning. In addition, the system also introduces the ZEP layer to achieve conversation tracking, intent recognition, and personalized optimization to ensure that the Agent's response is both accurate and in the style of Jesse.
After obtaining the support of Jesse himself, this AI Agent has become a rare series of digital derivatives trained by the person in charge of the ecosystem. Although it has not yet been widely used, the impact it may have on the development of the ecosystem in the future is very curious.
Its token has not yet been launched, but the token of its development team A0x was launched in February, but its market value is only 170,000 US dollars. Players need to be careful of the volatility risk of its low market value when participating.
Summarize
The Base ecosystem has now found a development path that is different from other chains. Its endorsement by Coinbase makes stablecoins, RWA and other projects that require compliance more willing to build an ecosystem on Base, and its dedicated developer system makes more applications willing to BUIDL on Base. This also allows the market that is gradually tired of PVP to find a "breathing place". With more institutional deployment and an App environment that is more suitable for "large-scale applications", the Base ecosystem is unique and has attracted the attention of more Web2 projects and talents. The author believes that there will be more Alpha "GEMs" in the current Base ecosystem.
