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Lawson.fm

@lwsnbaker

221 Following
1170 Followers
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Lawson.fm
@lwsnbaker
Wall Street is a fraction of the size of products & services. Why? Because finance serves products & services - not the other way around. In crypto, DeFi is larger than Consumer Social. Why? After creating internet money (Bitcoin), the easy path was to make banks (defi) next. 4-6 years from now this will not be the case. Crypto consumer will be multiples larger than defi.
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@lwsnbaker
Would you rather pay for a surprise or a sure thing? This is the essence of investing vs consuming. Crypto broadly has over indexed to surprises. Most people want sure things. This is my consumer crypto hypothesis.
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Lawson.fm
@lwsnbaker
https://farcaster.xyz/lwsnbaker/0x99476744
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@lwsnbaker
What app has the best shot at bringing 1 million people onchain next cycle? That’s the question I keep coming back to at Mask. Here’s why I led the acquisition of @orb_club — the dominant app for creators to bootstrap their communities (aka clubs) and go viral on Lenschain.
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Lawson.fm
@lwsnbaker
onchain $pro
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@lwsnbaker
Ratifying @procoin governance
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@lwsnbaker
Pro
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@lwsnbaker
I find myself becoming a value investor. Everything looks rich.
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Lawson.fm
@lwsnbaker
The Circle of Life: Consumer Social, Tip Edition Every cycle, crypto re-discovers tipping. • 2013: ChangeTip – BTC tips in Reddit/Twitter threads • 2016: Steemit – upvote-based tipping • 2017: EOS – tips, collectibles, and every Web3 idea ever. See also Cent – reply tips w/ upside • 2023: RARA (my prior co.) – bonding curve tips for reacts, comments, tags • 2024: @fireflyapp tip anyone on any post on any social medial platform • 2025: @tipn + @noiceapp – auto-tips on engagement w/ upside What’s changed? Not the tech. Not the format. Just the culture. Tipping isn’t just for restaurants anymore. Social is now the service industry of the Internet.
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Lawson.fm
@lwsnbaker
Social in 2025 is an idealistic unbundling: Twitter leaned left, while X now leans right. Bluesky went left and tradmeda followed. Truth Social is new media right. Substack & Spotify for new media. TikTok shows you what you want, not what others think. Instagram is a mirage of life of the rich and happy. Web3’s quieter but clearer Farcaster = builders + traders. Lens = artists + vibes @fireflyapp is the Switzerland of it all. We integrate everyone. No echo chambers. Just choice. Maybe neutrality is the new meta. Home of the center? WDYT?
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@lwsnbaker
Ser @wongturn.eth tip's be nice
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@lwsnbaker
noice
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@lwsnbaker
The Degen’s Guide to the No Tax on Tips Act. Priority fees are tips. Airdrops are tips. DEGEN tips are tips.
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@lwsnbaker
We’ve barely scratched the surface to viral online parties & events.
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@lwsnbaker
If you want a revolution, you need technology that ports online rage offline and vice versa.
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Lawson.fm
@lwsnbaker
$ZORA horse https://zora.co/coin/base:0x6c040c1fd1340dd976345a33636bed0946cb1cc0?referrer=0x135C21b2DA426760718E39DA954974c4572AE9f6
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Lawson.fm
@lwsnbaker
Solana and EVM are at war in more ways than are obvious. Simplehash acquisition by Phantom and their decision to shut it down was a blow to EVM apps. Meanwhile current API providers are built with an old way of building in Web2 in mind. Web3 apps don't want APIs. They want data streamed directly to their apps ready to go. Very interesting opportunity for companies like Indexing Co.
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Lawson.fm
@lwsnbaker
Happy Birthday to me. https://zora.co/coin/base:0xc1630e1689c7d6e726534c1fe2641d151641f57b?referrer=0xC9276DeA58f23231A4A5a73c61DC4559dAe40FB0
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@lwsnbaker
*
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@lwsnbaker
Just added a note for "shitpost" for my taxes to a transaction on solscan.
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