Joey

@bags

719 Following

619 Followers

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P/Rev multiples at crazy value if you care about fundamentals in crypto

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LA friends come to USC blockchain conference tomorrow!! Lots of good speakers. If there come say hi! Fight on!!! https://uscblockchainconf.com/

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Clanker team raking in cash. Very smart business move to take swap fees, instead of bonding fees like pump.fun.

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Virtuals - once the standout project on Base - is now essentially dead. Yesterday, there were zero new AI agent launches. However, the Virtuals team demonstrated foresight by diversifying their treasury beyond VIRTUAL tokens to include wBTC, preserving their runway and keeping a potential recovery on the table. I still firmly believe AI agents will be one of the breakout use cases for crypto this cycle, but the current frontrunners may not be the ultimate winners.

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A crypto driven sell off has happened from January 7th - February 19th. A macro driven sell off has happened from Feb 19th-Today. Really interesting sector and price breakdowns between the two.

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gm Silver tribe

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Financial breakdown for Base. Shout out Blockworks for the data. Onchain = transparency.

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Since I know everyone here loves Base, and rightfully so... it's crazy how dominant Base has been in the L2 space in terms of revenue.

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@jessepollak @aneri FYI base scan doesn't show pricing for a lot of this new AI agent stuff. Makes it misleading how much is in your base wallet. For example, attaching picture.

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Playground team ships 📈

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Anyone else feel like spam on here is way up, quality of posts is way down... or just me?

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If you are going to be in Nashville next week would love to connect. Hit me up.

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Anyone have a good dashboard for Jupiter?

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While April was student body left, and May was student body right, the reality is that there has been great dispersion in the market over the past 2 months. Picking the right sectors/tokens matters. Downside vs. upside risk return has never been so skewed in crypto land.

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If you were doing a teach in on the Farcaster ecosystem... what would you include?

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Cool flowchart I made of where Mt Gox. Bitcoin is flowing.

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All of a sudden the ETH L2 scaling narrative sounds great.

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Thoughts on new token issuances for you founders... https://www.ar.ca/blog/the-issues-potential-solutions-for-new-token-issuances

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Takeaways from Farcon (a thread) 1. Builder energy is insane. Some groups in Farcaster have cult like appeal. You know who you are :)

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