Investor. Philosophy nerd and consciousness explorer
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I'm a value add investor, I like all the tweets of my portcos
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Tfw when VIX prints a god candle, not your bags
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strengthening the social fabric is probably the most high-leverage intervention today
so many downstream effects
happy to hear you're working on it @liface (also, Fractal is awesome)
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Top casts
sure AI agents are great (minus the slob spammers), but have you ever considered how underrated the following areas are:
1) crypto social
2) on-chain privacy
3) new coordination mechanisms
working with relentless founders in these areas got me all hyped up (even when ETH dumps)
@df @cojo.eth @moritz @nor
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The Token Utility Framework
'Should we launch a token?'
I wrote a guide for answering:
- When protocols actually need tokens
- How tokens can improve protocols
- What the failure modes of launching a token are
find it here: https://mirror.xyz/veryearly.eth/XgSF33vzODrjxSC5RIugOAkrBulNFFkLNqWMKGGeK5U
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Points are the new meta in crypto.
I looked at the most used mechanisms in points programs and suggested emerging best practices here:
https://mirror.xyz/veryearly.eth/n7i4f62CnvlPW7icpWkBwwAAlRjK213xgXuYNGGcM_I
Points: A Mechanism Design Guide
Key insights and highlights below
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I didn't realize how thoughtful the Farcaster community was before speaking with @df last week
the focus on keeping the protocol thin, privacy, and explicitly not introducing financial incentives all make a lot of sense
Introducing channels also seems like a great move
I could smell the excitement at @farconnect