$CLAWNCH After leaving, I've been observing AI developments for the past two days. Data from @Polymarket shows that 80% of people still believe Nvidia will dominate the US stock market by the end of March, and only 19% currently believe the AI bubble will burst by the end of this year. Looking back at the top performers on Base, $MOLT it has already fallen to the 20 million level, and CLAWNCH has returned to around 15 million. This indicates that the market's perception of AI valuations is quite divided. On the one hand, everyone expects leading AI companies to drive industry transformation. On the other hand, AI applications are slow to reach a "singularity." MOLT and CLAWNCH are different from companies like Tmall; they can't just be driven by Jesse's pronouncements. Further fundamental positive factors are needed for them to take off. $Virtual With such a strong team, its valuation is stubbornly held at 600 million in this liquidity environment. Newer launchpads, let alone 200 million, would be lucky to even reach 100 million. However, I think the AI application layer is getting closer to the singularity. We should see a proliferation of AI tools on the base layer, focusing on new developments rather than old ones. I look forward to seeing more narratives on the base layer; but I especially hope that a top-tier ecosystem like Virtual can emerge, and that AI agents, with the continuous improvement of tools like ERC-8004 and x402, can generate real value for society.

The era of base has arrived.

Base guards 💂‍♀️