MJC avatar
the forces are aligning on base the vibes are bottoming and the conditions necessary for liftoff are taking shape more inside:
mjc avatar
mjc
@mjc716
23h
the forces are aligning on @base the vibes are bottoming and the conditions necessary for liftoff are taking shape #1) the field has been cleared who else is left carrying the evm mantle? it's base or bust despite rock-bottom gas prices and your occasional novelty project,
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I forgive the fuck out of kanye
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gud post
if you can be triggered, you can be steered those interested in controlling the masses will always weaponize fear and exploit empathy. reactivity is exactly what they want the easiest people to manipulate are those who need to look or feel like a good person at all times if you feel passionate about a cause, choose
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please like if you support the current thing please reply if you remember what the previous thing was
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you only have two weeks left to escape the permanent farcaster underclass (get followed by dan)
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MJC avatar
crypto capital formation is evolving there's a new meta arriving
mjc avatar
mjc
@mjc716
5d
crypto capital formation is evolving the new meta is crystallizing under the surface in crypto markets, a new market cycle is often sparked by the introduction of a new primitive this is true on a larger scale: icos. memecoins. nfts. this is true on a smaller scale:
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MJC avatar
good to see more projects using CCA we're building a cca auction launchpad at @spotlight been deep in development the last two months and starting to see the light at the end of the tunnel
Ahead of the $RNBW launch on February 5, we're running a permissionless @uniswap CCA to allow price discovery for $RNBW to happen fairly and transparently onchain. Truly anyone can participate. Starts on Monday February 2nd. 100% of the proceeds will automatically become onchain liquidity for $RNBW. More details comi
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what will the next iteration of crypto social look like? i spend some time reflecting on farcaster and lens and what the table stakes of a successful crypto social project of the future might be
mjc avatar
mjc
@mjc716
6d
what will the next iteration of crypto social look like? with both farcaster and lens finding new homes this week -- tacit admissions of defeat -- it's clear that this wave of crypto social has failed and it's unclear that decentralization is important to enough social media
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what's dead may never die
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who are the best video creators/editors on this app
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MY BEST GUESS ON THE FARCASTER ACQUISITION MATH - Neynar raised $11m in May 2024. We are going to guess it was at a $75m valuation - The market has been rough to crypto and Farcaster in that time. We are going to assume valuation is 75% of what it was, although that may be optimistic - We are going to assume Neynar ...
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my last cast in the old order
merkle pivot to ai confirmed
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as dan and varun pivot to ai, vitalik is pivoting to crypto social you can't make this shit up
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merkle pivot to ai confirmed
call me George Smiley the way I'm engineering effective harnesses for long-running agents
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crazy that lens is essentially no more. five reasons lens didn't work:
mjc avatar
mjc
@mjc716
8d
five reasons lens didn't work: - the over-emphasis of "onchain" limited the team's ability to iterate to pmf - the over-eager financialization of posts put the cart before the horse. you need to lay the groundwork for quality content before building the monetization rails - X
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