some people didn't fully read this: i'm handing the @baseapp to @cobie so i can focus fully on the @base. building base into the blockchain for global finance is the biggest opportunity in the world if you're building on base, this means i'm now 100% focused on you. day one. https://x.com/jessepol

some people didn't fully read this: i'm handing the @baseapp to @cobie so i can focus fully on the @base. building base into the blockchain for global finance is the biggest opportunity in the world if you're building on base, this means i'm now 100% focused on you. day one. https://x.com/jessepol

Very thankful for all the learnings over the past two years and pumped to keep cooking with the @baseapp team 🫡 https://x.com/jessepollak/status/2077427261586997745

some people didn't fully read this: i'm handing the @baseapp to @cobie so i can focus fully on the @base. building base into the blockchain for global finance is the biggest opportunity in the world if you're building on base, this means i'm now 100% focused on you. day one. https://x.com/jessepol

😐Base创始人：押注社交是"彻底错了"，App移交Coinbase Base创始人Jesse 发文反思过去半年及2026年第一季度的战略走向。他坦言，此前押注"社交"将驱动下一波加密采用（Farcaster、Zora、miniapps、creator coins）的判断彻底错误，这一板块已完全瓦解； 而"开发者驱动采用"这一押注则押对了，但由于精力过度倾斜社交方向，Base在永续合约、预测市场等关键赛道落后于竞品。 他表示已将重心从App转回底层链本身，重新审视此前假设，认为"更好的货币"本身足以驱动加密大规模采用，无需依赖社交。 同时，他宣布将Base App交还母公司C

RT @jessepollak: some people didn't fully read this: i'm handing the @baseapp to @cobie so i can focus fully on the @base. building base i…

Jesse ：交出App是为了100%专注做好Base本身 Jesse Pollak补充回应称，部分网友未完全理解此前发文的核心意图：他将Base App交给Cobie运营，是为了自己能全力专注于Base本身。 他表示，将Base打造成服务全球金融的区块链是当下最大的机会，若开发者正在Base上构建产品，这意味着自己从今天起将100%专注于服务开发者。

some people didn't fully read this: i'm handing the @baseapp to @cobie so i can focus fully on the @base. building base into the blockchain for global finance is the biggest opportunity in the world if you're building on base, this means i'm now 100% focused on you. day one. https://x.com/jessepol

以下是对Jesse @jessepollak 推文的完整中文翻译⬇️ 过去一周有很多关于 Base 的讨论。在倾听了一周并对过去 6 个月进行了大量反思之后，我想分享一些我坦诚的看法。 首先，显而易见的是，2026 年的第一季度给了我们一记重拳。我把 2024 年和 2025 年花在了进行一项双管齐下的赌注上，致力于将 Base 推向世界： 开发者们将解锁下一波加密货币的普及潮； 这种普及将由全新的链上原生社交体验（创作者、内容、即时通讯）来驱动。 在我看来，我们在“开发者”身上赌对了，但在“社交”上显然赌错了。开发者确实推动了下一波加密货币的普及——预测市场、永续合约、稳定币——

$COBIE 1.64m dyor 0x199084f1390b58493096ff73ec74c68164ba8453 okx wallet:web3.okx.com/ul/OvfxCbM?ref… Jesse handed over Base App to Cobie. As for the community coin COBIE, which shares the same name, Cobie himself holds 80% of it. Every time Cobie goes live, this coin pumps once The above content

coinbase gave the base app to cobie with an explicit mandate to expand beyond base. pollak said outright he won't love it as chain leader. so the guy running the flagship consumer product is paid to route users off the chain, into a week of sequencer outages and falling DAUs. app success and base va

我认为这条复盘最值得看的不是 Base App 交接的人事细节，而是 Jesse 承认 Base 在社交叙事上的押注失败，builders 与 prediction markets、稳定币等真实金融用途共同推动了 adoption。这和我目前预测市场结合 AI agent 做 builder 产品的方向高度一致。我一直更看重能实际运行、交付并结算的系统，而不是单纯的叙事。