Recently, @b3dotfun has successively launched multiple consumer-oriented new products, including the Anyspend payment system, B3 Explorer ecological entry, built-in Bond Launchpad token issuance tool, and Spawn Non-Fungible Token creation tool. How should we view this? 1) From the product matrix perspective, B3's combination is very similar to the "super app" approach that @coinbase just launched with Base App. B3 Explorer is not just a block explorer, but more like a PlayStation-style experience platform with built-in token issuance, Non-Fungible Token creation, and other comprehensive tools; Anyspend directly supports Apple Pay and credit card on-chain payments, solving the biggest deposit pain point for Web2 users; Bond Launchpad enables token issuance with zero barriers, essentially encompassing the MEME economy on @base. The logic behind this combination is clear: the goal is to integrate scattered on-chain functions into a single entry point, lowering all possible usage barriers, thereby promoting a product experience leap. If Base App aims to be Coinbase's "official WeChat" super entry, then B3 is more inclined to be the "infrastructure general contractor" for the Base ecosystem, providing a complete on-chain toolset for developers, project parties, and some Web2 internet companies. 2) A very make-sense understanding. I feel that B3's current approach of catering to Base's super app experience package service is precisely to position itself as a comprehensive infrastructure provider before the Base ecosystem's traffic explosion. After all, who wouldn't covet Base's $4.3 billion TVL? For example, when Coinbase promotes the Base ecosystem to mainstream users through Base App, B3, as the core infrastructure for traffic absorption, will naturally benefit from the first wave of dividends. This is not simply clinging to a big player, but a strategic synergy after deep binding. Moreover, the B3 founding team comes from Coinbase, giving them a natural advantage in understanding Base's development rhythm and resource allocation. Such a "proximity-based" strategic positioning is hard to replicate in the crypto industry. That's all. twitter.com/tmel0211/status/19...
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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