@juli
If I had to rate my recent farcaster appcoins (losses), it would look like this:
1. $clanker: continue to ship, probably Talk in private with builders who remain bullish, but 0 effort in comms, addressing token holder issues, as well as stuck in amateur (cool crypto native) growth
2. $dau: seemingly strong, experienced Team Building a Product at the intersection of crypto x social x incentives; product could find pmf with early crypto social but seemingly very little interest in the token, seeing and little promotion outside farcaster. Prob not interested in the token, not focused on 1 Product.
3. $anon: was a very cool project, hopes shattered by hard stop with founder exiting & joining farcaster.
4. $clankermon: cool game, great setup of early community, decent marketing power but only engaged from time to time as Main Focus seems to be on fixing issues & Setting everything up for long-term growth.
5. $QR: Good mix of product improvements, quality comms and token incentive experiments + value accrual.