When Base Meets Solana: The Interchain War Ends, and the Traffic Wars Begin

Author: Charlie Liu

As I recently wrote in The New Battlefield for Stablecoins: The Layer 1 Battle between Stripe and Circle, the interchain war has burned from the L2 between Coinbase and Robinhood to the L1 between Circle and Stripe.

But this time it's different.

Base announced the official interoperability path with Solana, which is not just as simple as "assets can cross the past", but downgrades "which chain to choose" to a background setting, and upgrades "who controls the default route from intention to transaction" into an investable and operable business.

In a market where new L1/L2 is popping up, stablecoin trading volume is skyrocketing, RWA and DAT are rising, and challenger exchanges are eating away at market share, this is a long-term bet on "traffic engineering".

Why do two "operating systems" need each other

This is not a popular science question about "what is Base / what is Solana". The key is what each of...

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