WHY AGENTS CAN MAKE BASE A BETTER FINANCIAL ECOSYSTEM

Summary from the TLDR Crypto newsletter

Zyfai's two-wave incentive campaign on Base grew its AUAM from $3.2M to $7.9M, with deposited capital averaging 122+ day retention and 54% of users adding capital again. First-wave deposits did not exit to chase second-wave eligibility, contrasting with the mercenary capital behavior typical in DeFi. Each user holds a personal Safe Smart Account managed by deterministic agents with scoped Session Keys and a Security Proxy Gateway that bounds which contracts, functions, and parameter ranges the agent can use, with agents also monitoring pool health, depegs, liquidity depth, and social signals on X. An August 5 Base App integration with email/passkey login and direct Coinbase fund access, combined with a single-transaction onboarding flow, produced a 3.64x increase in onboarding completion. Agent-managed accounts generate recurring onchain activity (rebalances, harvests, and compounds) from capital that would otherwise sit static, routing it across multiple Base protocols rather than anchoring to one venue, and protocols seeking agentic capital will face pressure to align with standardized agent-selection criteria.