GM. This is Milk Road, the daily crypto newsletter delivering insights at glance.
Here’s what we got for you today:
- ✍️ Base token incoming?
- ✍️ PumpFun goes mainstream
- 🎙️ The Milk Road Show: Nic from Coin Bureau Reveals How to Play the Coming Altcoin Season
- 🍪 What to expect ahead of the FOMC meeting
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Prices as of 2:00 PM ET, provided by CoinGecko.
3 ANNOUNCEMENTS FROM COINBASE’S ‘BASECAMP’ EVENT ⛺️
Coinbase just held their annual conference for Base developers and builders at a boujee looking ski lodge out in Vermont.
(“Hey Siri, how do I get press passes to the next one? No, don’t call my mom – that’s not what I asked. Eurgh, for Christ's sake. Hey ChatGPT…”)
Anyway, here’s everything you missed:
1/ The team is ‘exploring’ the idea of releasing a native $BASE token
This is something we’ve had our suspicions about ever since they rebranded the Base blockchain to ‘Base Chain’.
HUGE if true.
2/ You can now use your Solana tokens on Base
Best way to coax away your competitors' users? Make it easy for them to switch.
Solana users will soon be able to bridge their Solana-based tokens over to the Base Chain network and use them across the ecosystem.
3/ An update on The Base App’s early traction
The Base App is still in ‘early access’, but that’s not stopping it from making solid traction – here’re the stats so far:
- $500k earned by creators
- ~800 Base apps used weekly
- 50% of users have earned from posting
- 300,000 creators have been active in the past week
- 40% of active users are using mini-apps on a weekly basis
That headline number of $500k creator earnings is impressive…
But we can’t help but feel like it loses a bit of its shine compared to the insane numbers being pulled by PumpFun right now.
(It really seems like they’re having their ‘mainstream breakthrough’ moment.)
Keep scrolling to the next article to get all the details. 👇
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PUMPFUN JUST TOOK A BIG STEP INTO THE MAINSTREAM 📺
There’s a simple tool I use to track which products have broken through to the mainstream…
I call it ‘The Dad Index’.
If my dad’s asking about it → it’s taking up mainstream mindshare.
Some past names on the index include:
- Bitcoin
- Doge
- FTX
Now, PumpFun hasn’t been indexed just yet…but it’s moving in the right direction.
Over the past week or so we’ve seen multiple PumpFun creators clock mainstream viral moments.
1/ Kai Cenat wore StreamerCoin merch live on Twitch
StreamerCoin tipped Kai ~$1k and got him to wear their merch onstream (alongside other famous figures):
2/ $BAGWORK doing their thing
Bagwork is a group of kids plotting and executing pranks/stunts live on PumpFun – including:
Running onto the field during a Dodgers game, stealing one of the Nelk Boys’ hats & getting slapped for it, and even leaking unreleased tracks from Drake.
(Pumping the token 100,000% in the process.) 👇
3/ KarveTV is running the Mr. Beast playbook and using PumpFun to fund it
KarveTV has racked up tens-of-millions of views across TikTok & Instagram by making large donations to random streamers with no viewers, using their PumpFun token ($KIND) to fund it.
This tactic helped to move the token up more than 11,000% over ~7 days. 👇
…ok, so some folks that would have traditionally started/stayed on YouTube or Twitch are now exploring PumpFun.
The real question is: once the hype has passed – what’s keeping them on Pump, when the vast majority of viewers are on other platforms?
Our guess is: Money.
Here’s some back of the napkin math on what’s making PumpFun look so sticky right now…
The high-end ballpark earnings for a YouTuber with 1M subs in a high value/engagement niche, with lots of sponsorships is ~$1M per year (or $2,750 per day.)
And that’s being generous.
To get an idea of that generosity, just look at BunnyFuFuu – he has 1.59M followers on YT, posts 1-2 times per month, and gets ~100-300k views per video.
These are his estimated monthly earnings from YouTube’s creator program:
…this is what he made in a SINGLE DAY on PumpFun:
Yeah. We did not see that coming.
Hell – our resident degen, LG, recently got into a heated debate with Kyle and Martin, arguing against PumpFun’s ability to get this kind of traction.
Our revised view on it all:
If PumpFun can continue to out-pay creators, they’ll likely keep flocking to it.
‘Cause in a world where you can simulcast across multiple platforms at once…why leave that kind of money on the table?
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PRO REVIEW OF THE WEEK
BITE-SIZED COOKIES FOR THE ROAD 🍪
This DEX solves an actual UX issue! Milk Road Swap supports both Ethereum and Solana tokens in a single interface.
What to expect ahead of the FOMC meeting: why Jerome Powell’s mood could be bad news for markets.
SharpLink just bought more of its own shares. The company has now used around $32M of its $1.5B stock buyback program (buying ~1.93M shares).
Digital keepsakes, generated by your credit card? American Express is introducing NFT ‘Travel Stamps’ on Base, designed to commemorate travel experiences.
Our Head of Research, Kyle Reidhead, is speaking live at Zebu London. Grab your tickets now at 20% off.**
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