基本季节即将到来，以太坊2层网络基础一直在吸引市场关注

最近，Coinbase孵化的基础，即以太坊2层网络，一直以快速的势头吸引市场关注。

Recently, there has been a surge of interest in Base, the Ethereum Layer 2 network incubated by Coinbase, with market attention quickly heating up. As funds and users continue to pour into the network, we observe a substantial increase in its ecosystemic activity. Transaction volume and total locked value (TVL) are steadily rising, vaguely hinting at the coming of a "big event". Industry insiders call it "Base Season", and this wave of enthusiasm may become the highlight of the crypto market in 2025.

最近，人们对基地引起了人们的兴趣，即Coinbase孵化的以太坊2层网络，市场关注迅速加热。随着资金和用户继续涌入网络，我们观察到其生态系统活动的大幅增长。交易量和总锁定价值（TVL）稳步上升，隐约暗示了“大事件”的到来。行业内部人士称其为“基本季节”，这种热情可能成为2025年加密货币市场的亮点。

This article will begin with the latest data to analyze the logic behind Base's growth, exploring why funds are flocking into it and recommending several investment directions worthy of attention, providing investors with forward-looking insights.

本文将从最新数据开始，以分析基本的增长背后的逻辑，探讨为什么资金涌入其中，并推荐几个值得关注的投资指示，从而为投资者提供了前瞻性的见解。

The picture of growth painted by the latest data

最新数据绘制的增长图片

In the past month, Base's TVL has surged to 2 billion US dollars, a staggering increase from 200 million US dollars at the beginning of the year. This astronomical rise in locked-up value is mainly driven by the influx of institutional and traditional funds seeking new investment opportunities. In comparison, Solana's TVL remains at 6 billion US dollars, and Bitcoin's market value is about 650 billion US dollars.

在过去的一个月中，Base的TVL飙升至20亿美元，与年初的2亿美元相比，它的增长惊人。锁定价值的天文学上升主要是由寻求新投资机会的机构和传统资金的涌入驱动的。相比之下，Solana的TVL仍为60亿美元，比特币的市场价值约为600亿美元。

If we consider that Base's transaction volume has reached 1.5 million in a single day, and the average transaction fee is about 1 cent, then the daily transaction fee is roughly 15,000 US dollars. This contrasts sharply with Solana's high cost and Ethereum's congestion, which may be unable to process more than 1,008 transactions per second.

如果我们认为基本的交易量在一天内已达到150万，平均交易费用约为1％，那么每日交易费用约为15,000美元。这与Solana的高成本和以太坊的拥塞形成鲜明对比，以太坊的拥塞可能无法每秒处理超过1,008次交易。

Moreover, with cooperation from Stripe to support USDC, there are no difficulties for foreign traders in entering the market. However, the rapid growth of TVL may be mixed with speculative elements, and occasional network rollbacks under high transaction volume also remind people that Base's infrastructure still needs to be polished. Despite this, these signals together outline a picture that Base may usher in a major turning point, perhaps officially opening the curtain of Base Season in the second quarter of 2025.

此外，通过Stripe到支持USDC的合作，外国商人进入市场没有困难。但是，TVL的快速增长可能与投机性元素混合在一起，偶尔在高交易量下的网络回滚也提醒人们Base的基础设施仍需要抛光。尽管如此，这些信号共同概述了基础可能会引入一个主要转折点的图片，也许在2025年第二季度正式打开了基本季节的幕布。

Why does capital favor Base?

为什么资本支持基础？

Base can attract so much funds, which is inseparable from the strategic support of Coinbase. As the first listed cryptocurrency exchange in the United States, Coinbase has given Base a strong brand effect and user base. Its cooperation with Stripe to introduce USDC support makes Base an ideal choice for low-cost cross-border payments, so traditional funds can easily enter the market. There are even market rumors that Base may be separated from Coinbase and issue independent tokens. This expectation has further ignited the enthusiasm of early users.

基地可以吸引很多资金，这与Coinbase的战略支持是不可分割的。作为美国第一个列出的加密货币交易所，Coinbase为基础提供了强大的品牌效果和用户群。它与Stripe进行引入USDC支持的合作使基础成为低成本跨境支付的理想选择，因此传统资金可以轻松进入市场。甚至有市场谣言，基本可能与共同基础分开，并发行独立令牌。这种期望进一步激发了早期用户的热情。

On the technical level, Base is built on Optimism's OP Stack. The recently launched Flashblocks technology shortens the block time to 200 milliseconds, and the transaction speed even exceeds Solana. The transaction fee as low as 1 cent compared with Solana's high cost and Ethereum's congestion has become the key to capital favor.

在技​​术层面上，基础建立在乐观的OP堆栈上。最近推出的Flashblocks技术将块时间缩短到200毫秒，交易速度甚至超过了Solana。与Solana的高成本相比，交易费低至1美分，以太坊的拥塞已成为获得资本青睐的关键。

In addition, the Base ecosystem covers popular fields such as DeFi, meme coins and SocialFi. Behind the surge in trading volume is the frenzy of speculative capital. Someone on X joked that the dealer may think Solana's cost is too high, and turn his attention to Base's low threshold and high return.

此外，基本的生态系统涵盖了诸如Defi，Meme Coins和Socialfi之类的流行领域。交易量激增的背后是投机资本的疯狂。 X上的某人开玩笑说，经销商可能认为Solana的成本太高，并将他的注意力转移到Base的低门槛和高回报上。

The macro environment also plays a role in fueling the trend. 2025 is the early stage of Trump's new term, and the uncertainty of his policies may prompt funds to flow into the crypto market for risk aversion. As Layer 2 led by Coinbase, Base has become the first choice due to its compliance and stability.

宏观环境在推动趋势方面发挥了作用。 2025年是特朗普新任期的早期阶段，其政策的不确定性可能会促使资金流入加密货币市场以避免风险。作为由Coinbase领导的第2层，由于其合规性和稳定性，基地已成为首选。

Several investment opportunities worth noting

值得注意的几个投资机会

In the wave of Base ecology, several projects stand out and are worthy of investors' attention. The first is $B3, which represents Base's Layer 3 ambitions and mainly serves the gaming field. After launching on Coinbase and Bybit in February 2025, the price of $B3 soared by 50%. Although the subsequent price fell due to the influence of the market, the number of coin holding addresses continued to grow steadily, showing the market's recognition of its prospects. The support of Flashblocks technology and the expansion of Layer 3 application chains may bring new growth space for gaming projects, although their success still depends on user acquisition and ecological integration.

在基础生态学的浪潮中，几个项目脱颖而出，值得投资者的关注。第一个是$ b3，代表基本的第3层野心，主要为游戏领域提供服务。在2025年2月在Coinbase和Bybit上推出后，$ B3的价格飙升了50％。尽管随后的价格由于市场的影响而下降，但硬币持有地址的数量继续稳步增长，表明市场对其前景的认可。 Flashblocks技术的支持和第3层应用程序链的扩展可能会为游戏项目带来新的增长空间，尽管它们的成功仍然取决于用户获取和生态整合。

Another highlight is CLANKER. This token launched by the AI-driven @Clanker tool has deployed about 4,700 tokens and its own market value has reached $113.8 million. Discussions on X believe that CLANKER is undervalued, especially in the rebound, and may usher in opportunities due to the expectation of Coinbase listing.

另一个亮点是克兰克。 AI驱动的@Clanker工具推出的该令牌已部署了约4,700个令牌，其自身的市场价值已达到1.138亿美元。关于X的讨论认为，克兰克被低估了，尤其是在反弹中，并且由于期望Coinbase上市的期望，可能会带来机会。

In addition, Aerodrome in the DeFi field should not be missed. As the largest decentralized exchange in Base, its TVL exceeds 1 billion US dollars, accounting for half of the value of ecological lock-up. Yield farming and liquidity incentive

此外，不应错过Defi场中的机场。作为基地最大的分散交易所，其TVL超过10亿美元，占生态锁定价值的一半。产生农业和流动性激励措施