In this promotional commentary, the speaker explains why they bought Zora (ZORA) tokens on Coinbase, focusing on early beta access to Coinbase’s Base app social media feature. They argue that the Base app and wallet are severely undervalued, citing low App Store rankings (Base app #117 vs. Coinbase app #21) and modest user numbers (1.5 million Base wallet users, 218 million Base chain accounts, 120 million monthly Coinbase users). The Base app’s new social media layer is powered by Zora, allowing users to tokenize likes and brands with micro‑payments in ZORA tokens. Zora’s backend automatically takes a small fee in ZORA tokens on every social interaction, creating continuous demand for the token despite its low liquidity and market cap. The overall narrative positions Zora as an early‑stage, high‑upside investment tied to the massive potential user base of Coinbase’s ecosystem.
Chapters
Zora is about to make people richer than buying Ethereum at $3. I myself purchased it on Coinbase and it took me less than 10 minutes to complete. There's a lot of reasons why I purchased Zora, but the main reason I purchased it is because of the Base app beta. This is a little bit overwhelming. So Coinbase is the biggest centralized exchange in the world right now, and they're the only publicly traded company in America. They created their own blockchain called Base, and Base has something called Base Wallet. So Base Wallet is the future of the concept we call super apps. Now look how small this is. The Base app is 117 in Apple's App Store for financial apps. It should be top 10. Coinbase app is 21. So there's 2 different apps. There's Coinbase decentralized exchange, and then there's the Base app. Do you see how undervalued Base is right now? The app itself is undervalued. And just to add another layer of how undervalued this is, Base is a basic wallet. You can buy, sell, and send crypto. That's what it's always been. But they recently integrated a social media. But they didn't give it to all their users. There's about 1.5 million Base users right now. They only gave it to a small subset of people within the user base. This is called a beta. I know this because I currently have access to the social media, but my research assistant doesn't. So if we take a hypothetical that maybe 20% of all users have access to the social media, that's only 300,000 people. Now I'm gonna blow your mind a little bit. The Base wallet itself has 1.5 million users. Base Chain has 218 million accounts and Coinbase has 120 million monthly users, not total users, monthly users, meaning that people are actively buying and selling on Coinbase. So there's a lot of potential energy to fly into this one thing, which is the social media, which brings me to my next point. The Base app social media is powered by Zora. To make it simple, Zora is a social media app where you can tokenize your brand and every post you put out. So when someone likes your post, they can invest a small little payment like a cent or 2 cents into your brand or your post. You can also buy into the brand, and this is basically tokenizing social currency. But in the world of blockchain, everything is modular. It's not like regular tech companies. For example, if you make a car with Legos, you could easily swap out the wheels or the body, whatever it is, you could easily swap out the different pieces to customize it. It's the same thing with crypto tech companies. Right now, Coinbase has a front end. That's the social media that you see, but they're using the back end of Zora. Now, Zora automatically coded into their back end that anybody that uses their back end, there's a very small fee that gets taken out, and that fee is in Zora tokens. So basically, that's demand for Zora, meaning it's artificially kind of like buying Zora tokens through the use of the back end. Everything that's happening on the Base app when it comes to their social media, Zora gets a piece. So that means that every post, every brand created, literally everything, Zora gets a piece. And the base app is undervalued, and the liquidity for Zora is really small, aka a small market cap. It is extremely small. Nobody knows about— nobody even knows about the base app. This is early.
