tk
@tike
the potential of social feed x apps x wallets x internet capital markets yet hasn't priced in *at all* for the majority we have 0.1% penetration vs web2 social. could be value prop, switching cost owing to algos/audiences already knowing you well, cost of switching social graph et al TBA, farcaster, zora have a strong premise/potent, but i can't pinpoint on the needlemover yet. i just know it won't be 9 reasons open social wins. it'll be one canonical reason (or feature?) there is 100% something invisible about open social networks that's not obvious to the world yet (me neither) best believe if we find a wedge with insights & intuition, we'll don david's hat also keen to see if retail gets in to token launching and how // whether it's the ux of clanker or smthn else content coins will abstract all UX away from speculation (virtually invisible friction) but whether content coins find pmf like memecoins is the question
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sardius.eth
@sardius
man I’m feeling the same way, I can’t exactly pinpoint it yet, but I got this intuitive feeling about all this I’ve gotten at other times in the space over the years, and I’ve learned to always trust that feeling
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SQX
@sqx
People hate the take. But. I’m here to lean into Coinbase. Lean into USDC. Lean into farcaster. @nikitabier knows about it. And is now head Chad at X. RH is going to do RH things. I think we need to look for RH homegrown vs our port to them. Every cycle breeds new and interesting ? Paths. Old hopefuls fade. A few things entrench. Heavy lifting starts now. We’re not early. It’s day 1. And I would toss out most priors.
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SQX
@sqx
Farcaster coins in many paths are 100x coins. GG. (But you know that. 🫡😉)
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