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lots of conversations about base over the last week. wanted to share my candid take after a week of listening and a lot of reflection over the last 6 months. first off - in case it’s not obvious, the first quarter of 2026 was a punch in the face. I spent 2024 and 2025 making a two pronged bet to br

@0xkofi·Jul 16, 2026·2 sources·neutral
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AI Summary

The author reflects on Base's performance in early 2026, acknowledging a correct bet on builders but a wrong bet on social experiences.

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