David K (sushitrash)

David K

Studying the languages of molecules & mycelium

218 Followers

Recent casts

Why I think @UTechStables has just gotten started The initial configurations that went online tonight are: Safepal Trust Wallet OneKey Binance Wallet Listadao FourMeme Aster HTX The project leader is a BNB ecosystem employee. Plus, the large-scale AMA tonight was all about stablecoin 2.0. CZ and Justin Sun have been frequently active in Pakistan recently, so it's clear that this is BUSD 2.0. It also leverages Brother Sun's Tron ecosystem. Both ecosystems are likely to promote it together in the future, which is a strong collaboration. It's highly likely that its market share will surpass USDC. For retail investors, new projects often offer opportunities during their promotion process, let alone this one, which is led by the most eventful big brother and Brother Sun. For retail investors, the following points are worth paying attention to: 1. Strongly related memes. Currently, I'm optimistic about $NiceToMeetU. 2. Participating in the IPO of the first projects to integrate EIP and X402 in the future. 3. Incentives distributed during the promotion of various products.

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https://x.com/coinstructweb3/status/2000657008610132347?s=20 Predictfun will be launched tomorrow and has taken snapshots of the following addresses: 1. Accounts trading Meme on the BNB chain 2. ASTER perpetual contract traders 3. Prediction market users: Opinionxyz / Polymarket / Limitless / Miriyard The essence is to directly migrate users from previous prediction markets and the BSC ecosystem. Possible approaches could include: 1. Following the approach of Hype/Lighter, directly airdropping a highly controlled Meme 2. Providing prediction experience points based on the historical information of the selected platform, and unlocking and withdrawing the funds once the amount reaches a certain threshold The follow-up is here. I gave initial scores to addresses that participated in the BSC ecosystem and prediction markets before. This is good for users, but it's a bit unfair to competitors, which is essentially stealing users. I'm a bit disappointed that there's no airdrop meme, which means participation opportunities have sharply decreased. BSC currently supports multiple prediction markets, but the participation conditions are becoming increasingly stringent. I'm inclined to join the one directly supported by PancakeSwap instead.

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The Christmas hat is a good theme. I noticed that Kraken and Trust Wallet just changed their profile pictures. There's currently one on BSC and one on Solana. The one on BSC is at the bottom, which came out after Musk changed his profile picture: 0x1615c8f21697f7597746263542ac6eba3eaa4444 The one on Solana was made by the RFC developer: HruKkLrLJ7t1kL8E6HBccSpWdUpnhGmi3SVSRB9Jjpump The expectations are: 1. Major mainstream apps update their Christmas-themed profile pictures, similar to the Christmas hats promoted by GMGN. 2. Christmas hat-themed memes trending on Douyin (TikTok)

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Top casts

Ethereum just leveled up. Fusaka the combined “Osaka” (execution) + “Fulu” (consensus) hard fork drops a major pivot for Web3 infrastructure.

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🔍 In-depth interpretation: Is Farcaster's shift to "wallet-first" a failure of SocialFi or an inevitable evolutionary path? Recently, Farcaster co-founder Dan Romero announced that the company's focus would shift to "wallet-first," sparking questions from the outside world about "abandoning social features" and the "disproof of SocialFi." However, this is a serious misinterpretation. Based on product logic and industry trends, the following is a deep analysis of this strategic shift: 1️⃣ Eliminating misunderstandings: It's a functional upgrade, not a strategic retreat For active users, built-in wallets are not a sudden shift, but a natural upgrade of the user experience. • Solving pain points: Previously, using Frames or conducting on-chain interactions required switching to external wallets, creating a disjointed experience. • Scenario requirements: As Frames evolve into complex Mini Apps, users need a seamless interaction experience like WeChat Mini Programs. • Core positioning: Wallets are incremental, not a substitute; they are a foundational capability complementing social networks. 2️⃣ Returning to first principles: Searching for the PMF of encrypted social networks A purely "decentralized Twitter" is difficult to attract the masses. Farcaster's daily active users have already reached the ceiling of "pure social." • Differentiated competition: According to Yu Jun's formula "Product value = (new experience - old experience) - migration cost," encrypted social networks must offer experiences that Web2 cannot provide. • Value flow: Since pure chatting cannot defeat Twitter, we must return to the first principles of encryption - serving value flow. Enabling the issuance, discovery, dissemination, and trading of assets within the same app is the true moat of the industry. 3️⃣ Industry trends: The mutual pursuit of social and wallets Current consumer-level encrypted applications are showing a clear trend of "convergence": • Social apps becoming wallet-centric: Farcaster, Telegram, and DeBox are all building in-app wallets to support transaction needs and ecosystem applications. • Wallet apps becoming social-centric: Zapper, Zerion, and Base App are integrating social graphs and content streams, attempting to turn "use-and-leave" tools into sticky networks. 4️⃣ Farcaster's new form: Super app + infrastructure • As a client: Through "built-in wallets + Mini Apps," Farcaster is evolving from a single social media to an "encrypted super app" integrating games, trading, and prediction markets. • As a protocol: The open social graph is becoming an industry infrastructure, directly integrated by wallets like Zapper, amplifying the network effect of the protocol. 💡 Summary Farcaster isn't dead - it's just stepping out of the comfort zone of "small but beautiful." "Wallet-first" isn't about abandoning social features, but recognizing that without built-in value flow, social networks are doomed to fail to achieve large-scale growth in the crypto world. This isn't a detour, but a crucial leap from the "handicraft era" (external wallets) to the "industrial era" (native closed loops). https://paragraph.com/@luochang/walletizing-the-social-socializing-the-wallet

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@clanker deployed a token who can't stop pumo Name: GIGANIGGA Ticker: GGNG Using image below as a nigge$ token

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