founder A: launches app with a banger and keeps adding/improving
founder B: launches token and 1yr later still no app
Recently, I capitulated on founder B and bought more $EMERGE by @atown and his team
As a reminder: this app combines AI with social and crypto
DYOR. NFA.
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This app got even better or I checked the history tab for the first time.
BEAUTIFUL UX well done
Just checked-in my Vibes!
Mood: 66/100
Outlook: 40/100
Risk Appetite: 40/100
How are you feeling about crypto today?
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Let's apply Occam's Razor to the matter of creator coins:
1. @jesse.base.eth insanely smart? Or dumb?
2. @barmstrong bets on mass adoption in 2026 bc he has better intel than most. More likely? Or less?
3. New retail will speculate on creator coins? Yes or No?
My sense is: smart people betting on mass adoption where the marginal new buyer will get crazed by financializing themselves and their frens/idols
That is my application of Occam's Razor on their bet.
The PRIZE must be so big, that they are willingly letting part of their OG chain culture die as the PRICE to pay.
https://x.com/based_elnen/status/2002729661478957319?s=20
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Checked-in again and love @4484.eth's app even more. Why?
I always check in with my clients. It's important to gage sentiment on any given day so I can better make sense of what they say or do.
Teleported to Farcaster, it makes sense to know the sentiment of a crypto-focussed tribe. Why?
The investor/tradoor is inextricably linked to the assets they hold/trade and the content they create.
Because I now know how I feel and how this might bias my showing up here today. Gives me more agency = I am the director of my presence here, not a victim (check image)
This could eventually be a valuable temperature check for the MM Team cc: @horsefacts.eth @zinger esp. if there ever was a way to slice through specific user demographics. This on your mind Rani?
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Let's apply Occam's Razor to the matter of creator coins:
1. @jesse.base.eth insanely smart? Or dumb?
2. @barmstrong bets on mass adoption in 2026 bc he has better intel than most. More likely? Or less?
3. New retail will speculate on creator coins? Yes or No?
My sense is: smart people betting on mass adoption where the marginal new buyer will get crazed by financializing themselves and their frens/idols
That is my application of Occam's Razor on their bet.
The PRIZE must be so big, that they are willingly letting part of their OG chain culture die as the PRICE to pay.
https://x.com/based_elnen/status/2002729661478957319?s=20
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does @base.base.eth entertain a scenario where the era of content creators as we know them might be in its last inning?
You make a consequential bet on (often) burned out Milenials who still (have to) pretend to their followers that their life is hunky dory...
whilst many of my clients who live the glorios digital nomad life are deeply depressed and seek inner work with my as their coach and my wife as their therapist - sometimes even together in a combo pack.
I am 100% for creator monetization!
I have 10% conviction that the Zora model is sustainable, viable, and attractive.
Hence, my rebuttal to this tweet 👇
https://x.com/john_tv_locke/status/2002833365968318530?s=20
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KOL's crashing out on CT is good bc with them useless shitcoins die
App Coins = new meta in 2026 bull market attracting *NEW people
*NEW people =
-> users using an app because it's fun or useful (my Gen A son)
-> app has token which they must buy to use app = 1st buy pressure
-> some % of users will also trade token = trading fees/buyback (potential)
-> some % of users will become holders bc they believe in what they love
I love the app coin $CODY:
1. expansion to world next (the coin) and @world will soon wake up
2. Cody is no.2 on world app (team also no.1 - a Freysa AI evolution)
3. Base needs exactly devs like @gon0x.eth (exited web 2.0 founder)
4. @charmsai is a @skycastle project
5. @derek won last round, I sucked (gigabrains will love this)
Look at these impressive stats...
What I love is that they measure what matters - not some shitty KOL KPIs.