farctual-life

(2022)

https://www.youtube.com/watch?v=z-CcdRv87CA

Fundamentals:
- Est P/E ratio = 46.6 (cb is ~46 but they are more than just a stablecoin)
- If/When trsy yield drops, they start losing money really fast
- Other stats (see pic below)

Degen/Hype/Growth:
- $7.2B market cap is basically free compared to Ethena or Maker.
- BlackRock and Ark need exposure to stablecoins
- Congress/gov is passing laws (GENIUS Act)
- Literally the ONLY stablecoin/crypto exposure institutions can access (aside from Coinbase — who gets paid by Circle anyway).

NFA

Free analysis on the upcoming Circle IPO. (Available to all Farcasters regardless of "Pro" membership)

Anthropic CEO says AI could eliminate half of all entry-level white-collar jobs

What is the upside for an AI company to make statements like this? Does it actually result in net gain for the value of Anthropic?

E.l.f to acquire Rhode for a cool billi 
https://www.businessoffashion.com/articles/beauty/elf-acquires-hailey-biebers-rhode-for-1-billion/

Hope this allows them to strengthen their marriage with more therapy sessions. #HaileyBieberSmoothie

@chaim.eth — Love Acid Test! There seems to be some sort of an issue where it notifies me over and over again. Tends to happen when the mint is ending and when there is a new episode. Would be good to get it sorted out!

Seeing some new faces & old friends on Farcaster this week.

Friendly reminder, you can now import your follow graph to Farcaster.

It is a bit of manual work but many people found friends from X on here they haven't been following. 

We will also start sending notifications when we find matches soon.

(Works on Farcaster web)

Seeing some new faces & old friends on Farcaster this week.

Friendly reminder, you can now import your follow graph to Farcaster.

It is a bit of manual work but many people found friends from X on here they haven't been following. 

We will also start sending notifications when we find matches soon.

(Works on Farcaster web)

https://farcaster.xyz/~/settings/import

If you are using "gay" as an insult, you are not edgy. You are just a pathetic loser.

Not usually a "bucket list" person, but if I had one, attending the F1 Monaco Grand Prix would be at the top.

React Native

Switching from the iOS simulator to a plugged-in Android device has been one of my biggest recent productivity wins working with React Native. (NFA)

We made some updates to feed image rendering on Farcaster.

Finally figured out the advanced technology to render images closer to their expected aspect ratio and expanded the max feed aspect ratio to 1:2. We expect this change to no longer cut-off longer images at the bottom. (Especially memes)

Hope you all enjoy and please continue to share feedback on how image rendering on feed can be improved.

Warpcast

prayer circle

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Not seeing much on the internet about why Circle might be looking to sell instead of going public.

Could be a reason as simple as the share price determined by bankers are just too low or could be around being a public company (increased reporting requirements) that make it hard for them to operate.

How old am I? 

Oh I was around when the app was called Farcaster.

BREAKING: Nancy Pelosi bought $TEM Tempus AI calls at $15.15 on Jan 14th, 2025.

She paid just over $75,000 for these contracts.  $TEM is up 10% today, 100% on the year.

She is up millions.

You can only track her option positions exits in real time one place, Unusual Whales.

One of the best traders of our generation! 👊 🇺🇸 🔥

The next Pope is here *and* he’s American. 🇺🇸

This changes everything we thought we knew.

Bitcoin is up. The holy vibes are immaculate. 🚀

In this thread, I’ll break down 10 world-shattering shifts you need to understand to survive the next papal regime.

🧵 👇

Nothing more embarrassing than dodging run clubbers on the sidewalk, only to walk into an Italian restaurant.

Goksu Toprak

@gt