crypto

Founders

Every week more and more of my fav crypto apps launch mini apps to leverage distribution, something’s clicking

Degen

Pretty sure we saw the 1st Inning of App coins recently with Believe.

On one side, top Apps like Uniswap & Aave may do well - if they align stakeholders, forward revenue & add more utility to the Token.

In the middle, you have potential standout apps like Zora that got many things right (positioning, v1, mindshare) but need a few tweaks to become category winners.

On the other side, you have many builders that create small, fun apps quickly and speculators that trade in and out.

Some of those apps will do much better than others (in user numbers, value accrual to stakeholders) - and it will depend on go to market, distribution, obv product and utility aka inherent demand of the Token.

Select Farcaster App coins are well-positioned for a trade &or turning miniapps into standalone apps, communities, economies!

Gotta buy picks & shovels like chains, launchpads, networks, discovery engines, tipping & rewards infra for solid upside or put in more work to uncover 100x individual gems (hype app, max rev, etc.)

Rodeo, Zora, Farcaster..

All fit into the broader crypto x social category, offer already decent value for some users and have the potential to become standout apps for crypto.

The more Farcaster interfaces (& is intertwined economically) with these potential breakout Apps & their tokens the better for Apps & Farcaster.

What’s that noice? Click click

Rodeo, Zora, Farcaster..

All fit into the broader crypto x social category, offer already decent value for some users and have the potential to become standout apps for crypto.

The more Farcaster interfaces (& is intertwined economically) with these potential breakout Apps & their tokens the better for Apps & Farcaster.

What’s that noice? Click click 

https://farcaster.xyz/juli/0x13371a70

Farcaster’s integration with them could make the whole ecosystem explode. Exciting times ahead!