Degen
12 Followers
It’s better than nothing! Thanks @base.base.eth @baseapp.base.eth
People say crypto is dead while institutional sharks are bidding $500M to buy CoinGecko right now. You don't drop half a billion on a data site if the cycle is over. Geopolitics might be messy, but smart money is clear. The supercycle is fueled by the crowd's disbelief. Watch the tape, not the 4-year calendar. Still sidelined or positioned for the pain trade?
The DeSoc landscape just shifted! Within 48 hours, two pillars of decentralized social have entered new eras. Lens Protocol is now under the stewardship of Mask Network, and Farcaster has been acquired by Neynar. This is the end of the experimentation phase. We are moving toward a Utility-First model. By integrating protocols with powerful infrastructure players like Neynar and Mask, the focus shifts from speculation to building robust tools for the next billion users. The original founders built the unbreakable foundations. Now, the builders of tools are taking the wheel to drive mass adoption. 2026 is the year of DeSoc maturity. The foundations are set.
The Farcaster exit is even wilder than we thought. Dan Romero is reportedly returning the full $180M to VCs. In an industry where most burn through cash, keeping the principal untouched and building on staking rewards for 2 years is a legendary move. This isn't a failure; it’s a masterclass in capital efficiency and reputation building. Mad respect.