
Base Batches, stablecoin volume, and app growth which metric matters most?
Some recent signals:
• 12 teams selected for Base Batches 003 from 1,100+ applicants
• 10k transactions in a single block
• $4.4B in stablecoin volume
• continued growth in onchain fundraising
• more teams shipping in AI, payments, DeFi, and infrastructure
What stands out to me is that the momentum does not seem isolated to one category.
There is activity on the builder side, the product side, and the distribution side at the same time.
That usually matters more than headline numbers alone.
The bigger question is whether this turns into durable consumer behavior and long-term developer retention.
That is what I am watching most closely.