BASE TVL strengthens against the trend, and a 35% gain looks especially striking given the current market environment.
A few points worth paying attention to:
1. Base chain TVL rebounded from its low over the past month, diverging from overall market sentimentโsuggesting capital is actively choosing the ecosystem as its landing spot.
2. On-chain activity is rising in tandem, especially social and AI-related applications, which may reflect a shared preference among both institutions and retail investors.
3. With Coinbase as a backer, the entry threshold for institutional funds is relatively lower; its compliance attributes may attract traditional capital to test the waters.
That said, itโs important to stay level-headed:
TVL growth doesnโt necessarily mean value is realized. Many protocolsโ locked volumes come from incentive subsidiesโwhether real retention can be achieved depends on the subsequent 3โ4 weeks of data. A surge thatโs too fast in the short term can also attract arbitrage positions to unwind.
For retail investors looking for ecosystem opportunities, the AI + Social track on Base is still the most accessible niche for capturing alpha. Itโs recommended to focus on the retention and active-address changes of top projects, rather than simply chasing TVL rankings.
Can institutions and retail investors drive this uptrend in the same direction? The key is whether next weekโs on-chain data can continue the trend.
#BASE #AI #altcoin