opinion

记得最开始用opensea时，稍费一点功夫就可以遍历上边所有的NFT，几乎都是乱七八糟的玩票类的东西，不是项目，啥也不是。但我们都知道后来的故事。
现在，稍费一点功夫就可以遍历base app上所有的mini apps，绝大多数都是玩票的感觉，或是不过如此的感觉。但也许，也会有后来的故事。😜

I just created my @brnd podium of today:

🥇Clanker - @clanker
🥈Ethereum - @ethereum
🥉Base - @base.base.eth

mamo有奖励不？这个好像有积分（还没发币）

Comfy with my USDC bag staked in @wasabiprotocol.farcaster.eth earning yield and Wasabi Points on my favorite CultureFi DEX

dokodemodoor

alright, i'm starting a trade-in-public challenge.

goal: 100x 0.15 eth to 15 eth trading ONLY zora coins.

today's trades:
$horse
entry/exit: $0.001663 > $0.001958
balance: 0.1797 eth

$coins
entry/exit: $0.0001273 > $0.0001502
balance: 0.2268 eth

now holding $up
entry: $0.00002515 with 0.2268 eth

很想赌一下，赌 @edit 会不会实现目标🤣

@brenches.eth | https://wicker.finance/ @wickr | https://coinberg.xyz/ | https://castcoins.xyz/ @castcoins | /degen-lotto /co /farcastles

HOLD

Jacobina, State of Bahia, 44700-000, Brazil

create autonomous memecoins for free, get rewarded for posting bangers

im just here for the metrics~
https://farcaster.xyz/miniapps/1g9Kz0z_Luix/daily-active-user

如果@dau 选择用 @farstore 发币，是对 @dau @farstore @clanker 三者的利好，farcaster上的活跃用户也会因为参与早期投资而获益；而 @dau 选择了单干，结果对三个应用皆是某种程度的利空。
和社区一起，和其他建设者一起，和其他应用连接起来，对于位于一个大生态内的应用是重要的事情。但有的开发者或许因为傲慢和自负而看不见这一点，实在是，目光短浅的。

“宁可看尼采，朝着光芒万丈之处狂奔，也不要原地打转无止境向内挖那口浅井“，喜欢，握手

My Farcaster app coin thesis 

Idea: Invest small amounts in the low cap app coins of your Farcaster friends

It is commonly understood that VCs return the fund usually with one or two of their investments while all other assets in the fund go to zero. 

This makes intuitively sense if you know that 90% of all startups fail, which means that you really have to manage to invest in the 10% of startups which return your fund.

One strategy which I have observed VCs employ is a sort of spray-and-pray where you seize the opportunity in the market through investing in a thesis that generates a lower bound threshold which triggers the investment. Simply put: what are the points that make you go, „oh wow, this is potentially a really promising project!?“

In the last sub-cycle, six months ago, I was pissed at the market. I felt as if VCs had privatized price discovery of the legit projects, offering them at inflated levels to retail, while at the same time meme coins were trading at absurd valuations, leaving me as more of a value investor in the dust as I couldn't figure out in which meme coin to invest in.

But now it seems as if the tide has finally turned with a lot of builders having launched app coins trading at small evaluations launching reasonably useful products which I can inspect and judge out in the open.

A dream which I had a long time ago now suddenly feels like becoming a reality as there are numerous app coins from people who I have followed for years on Farcaster who I've become friends with whose apps are decent and whose coins seem reasonably priced for what they're doing.

It feels as if, using a few elegant criteria, I can now invest between $50 and $200 per project into actual things that may have a fundamental value at last, and where there is a good chance that while 90% may fail, one or two projects could return the entire investment.

So this is my app coin thesis for this sub-cycle, which consists of investing small amounts of money into a lot of projects started by friends or people who I have followed here or on CT in the hope that some of them will become huge breakout successes.

A few criteria that seem useful to me:

1 The app has some utility that goes beyond the usual crypto circle jerk. Meaning, what the entrepreneur tries is to establish and implement net new consumer behavior.

2 The coin has not been passed around yet to the usual suspects of investors who will unreasonably inflate a project's value proposition to sell it to some greater fool. Instead, I am looking for projects who have somewhat ghost-launched their token and they are still actively trying to find product market fit for the app that they are building.

3 The project's main value accrual thesis is that a great app will catapult the token value to higher highs. The product works decently well. And it is clear that a main focus of the project is to improve the product.

4 The founders are known personally to me, meaning I know them as fully doxxed and I have seen them at conferences or I've known them or seen them engage on FC for quite some time. They have a reputation to lose.

With these few simple criteria, I hope to invest a small amount of money from now on and over the next few months in the hope that I will see some breakout successes like Zora, which was very reasonably valued at 27 million USD market cap just weeks ago but is now probably going to be valued at the same level as other popular memecoin launchpads who have had their price discovery done more privately.

For me, this is really a huge dream come true. 

I am just a software developer. I am not part of a cabal. I don't want to sell my soul. I generally value my freedom to speak my mind higher than improving my net worth. I was never born into family wealth or as part of a socially influential class. Which means, for most of my time in crypto, I haven't had the education, the connections, or the money. And for sure not the accessibility to make such investments. 

But now I feel as if this is a unique chance of making really great investments into products that I believe in.

I would love to see this cohort of Farcaster-builders setting an example in accessibility to potentially really great investments beyond just last sub-cycle's 6-month short-term optimization. 

For me, crypto-consumer apps have a life-cycle length far beyond that. And if this thesis of investing in crypto-apps turns out to be correct, I would love to have witnessed us being able to allocate capital in the next Facebook or Amazon, but without the necessity of being part of some unnecessary cabals. 

The apps which have launched their AppCoins make me hopeful that this future is already here, and that it is just not equally distributed yet.

Here’s to hope! See you in the app coin trenches!

虽然Trump对我们行业算利好？但我不喜欢这样的人，我们行业的那些人向他的示好和巴结，也让人觉得不适

I just claimed my $INTO tokens on Intori! Check it out:

接着问问它“交子”有没有这种意义在呢？哈哈哈哈哈哈哈

Driven to uncover value in decentralized social networks.

当我问 AI：这种金融先行，实体跟上，的思考，你怎么看？历史上有哪些先铺设金融轨道，相对应设立在轨道上的实体经济再发展起来的例子有哪些？
按照这个思路，在链上的实体经济可能会是怎样的？这个范式变化可能是怎样发生的？可以考虑跟 AI 技术发展的结合。

只有第一部分一些线索可以了解看看，后面让它设想的，是毫无想象力😂

Hua

@ameliehua.eth