After ZORA, what are some other related assets worth paying attention to?

2025-07-28 17:25

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Base hasn't been this lively in a long time

ZORA has been surprisingly strong these days, a project that initially caught everyone's attention by selling various colors of "NFT balls," wasted after its highly anticipated coin launch, actually continued to surge tenfold in three weeks, taking its market cap from $30 million to $300 million. It even sparked a debate among different KOLs with different views on whether this type of "content token" play is reasonable.

We cannot be sure if there is any undisclosed news about ZORA. One current theory is that due to Coinbase Wallet rebranding to The Base APP, with hopes of becoming Coinbase's own WeChat, where content and social interaction have become areas of great importance to Coinbase, this is also Zora's track. As a result, the $30 million ZORA was hyped to $300 million.

Regardless, after Degen, Virtual, and Cookie, it has been a long time since there has been such an emotional surge of funds on Base. We need to pay attention to the Base ecosystem driven by ZORA.

Billboard Coins

TBA (tba.market) and ART (art.fun), two billboards focusing on new coins in the ZORA ecosystem, reminiscent of the time of Cookie. However, compared to the extremely refined billboards familiar with Pump.fun, TBA and ART still have much room for improvement. These two have not yet taken off and require more time.

Social

Since Base pays so much attention to social interaction, Noice has to be mentioned. At a recent Base TBA conference, Noice's founder, as one of only two non-Coinbase team members, attended as a conference guest. Noice is also a Mini App built into the Farcaster client, enabling tipping and interaction. It has already reached a historical high, with a market cap of $15 million.

AI

Although it's an old narrative, everything can be AI, such as Vine. Base's AI is relatively simple, mainly focusing on assets that haven't seen much movement like Virtual, Cookie, Clanker, and the most recent and noteworthy change has been BNKR (Bankr). Coinbase Ventures recently announced support for the Bankr platform, with fee buybacks and even buying back Dev's another coin TN100x.

New Content Coin

This is purely speculative, Stepn's Mable recently announced the creation of the new social protocol Trend, driven by ZORA, some believe that a new content coin will emerge on Base.

Some content creators have already been making money on The Base App, posting, hyping posts, similar to the logic of Trend, the first one, this sister Amber, has already earned over $500 by hyping posts. Perhaps we can imagine more celebrities appearing on Base, hyping their content.