winnie
@winnie
in true @strobefund fashion, we kicked off strobe summit with a lil padel tournament where the winners won a pappy van winkle whiskey bottle via Baxus.
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nine months ago, we launched @strobefund.
and this week, we’re excited to be hosting our inaugural Strobe Summit in new york city !!
getting ready for a fantastic week with our amazing LPs, world-class founders, and friends of the firm 🦋
let’s go @tklocanas @spvenino !!
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clank clank
We’re excited to share that Clanker is joining Farcaster!
Clanker is the leading launchpad on Base and home to projects like Bankr, Noice, Bracky and more. We’re thrilled to join forces to make it easier for everyone to create and participate in onchain communities. We plan to integrate Clanker more deeply into the a
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something ive been obsessed with lately are these micro dramas / short form content. reelshort and a ton of these micro dramas that acquire users on tiktok are doing a tremendous amounts in revenue. if you annualize their jan 2025 numbers, reelshort did ~$375m in gross revenue !!!!
most of these "production companies"...
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since zellic acquired code4rena, theyre now making contests free and a public good !!
this means if you're small team, you should still be able to enjoy robust security + audits.
if you're building something and want to tap into their auditor pool (10,000+ people), you can now do so for free 🔐
Code4rena
@code4rena
7mo
Code4rena will run audit contests for free, as public goods.
100% of funds from sponsors will go directly to auditors and judges. We won't take any cut.
Why?
1. Competitions are commodities.
They're CRUD apps. Why should builders pay premium for a website just to submit bugs? https://t.co/EwIkF1cpEx
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pokemon go
labubus
candy crush
supreme drops
all good examples of this
you need these 2 things in your app that gacha games and pop mart blind boxes mastered
1. positive friction: introduce intentional delay for higher emotional payoff
2. variable ratio rewards: varying both what, and when, users get rewarded for the same core action achieves greater stickiness. creating the chance for
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luv seeing 2 out of 3 folks on cb summit’s bringing 1B users onchain panel being @strobefund portcos 🦋🦋
@morpho @tyb building real world products for real ppl!!!
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we used to dream of days like this.
higher !!
how can you be bearish when in the past few days....
– circle IPO’d and hit 20B+ valuation
– stripe acquired privy, validating wallet-as-identity UX
– X partnered with polymarket, financializing public discourse
– plasma sold $500M in minutes, proving demand for stablecoin infra on bitcoin
– pump prepping a $1B token
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booolish consumer crypto not on CT.
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today, the winning formula for building a category-defining consumer brand is to have one or more of the following: 1) ridiculous ad spend, 2) a creator/celebrity distribution, or 3) a cult-like community.
in lieu of spending millions of dollars on facebook/google advertising, or unless you're a creator with a casual ...
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