@mjc716 Avatar @mjc716 mjc

mjc posts on X about crypto, flow, liquidity, capital markets the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 23% cryptocurrencies 16% technology brands 10% exchanges 8% social networks 7% currencies 3% stocks 3% musicians 1% nfl 1% countries 1%

Social topic influence crypto 11%, flow #2858, liquidity 7%, capital markets #71, $spotlight 6%, in the 6%, token 5%, agentic #233, prediction markets 5%, money 5%

Top accounts mentioned or mentioned by @viaspotlight @base @uniswaps @zora @rainbowdotme @aztecnetwork @0xaneri @coinbase @ponderingdurian @grokipedia @fejauinc @wazzcrypto @0xen1 @brianarmstrong @johncoogan @pumpfun @clankerworld @noicedotso @polymarket @jessepollak

Top assets mentioned Spotlight (SPOTLIGHT) Couchbase, Inc. (BASE) Coinbase Global Inc. (COIN) Bitcoin (BTC) Ethereum (ETH) Polkaswap (PSWAP) Pump.fun (PUMP) Solana (SOL) CLANKER (CLANKER)

Top Social Posts

Top posts by engagements in the last [--] hours

"nbd in the end BITHUMB ACCIDENTALLY SENDS OUT [----] BTC TO USERS WHO IMMEDIATELY MARKET DUMP A major operational mistake at South Koreas crypto exchange Bithumb reportedly led to the accidental distribution of [----] BTC ($130M) instead of [----] KRW ($1.50) as a rewards payout. According to https://t.co/GonGPdJ97r BITHUMB ACCIDENTALLY SENDS OUT [----] BTC TO USERS WHO IMMEDIATELY MARKET DUMP A major operational mistake at South Koreas crypto exchange Bithumb reportedly led to the accidental distribution of [----] BTC ($130M) instead of [----] KRW ($1.50) as a rewards payout. According to"
X Link 2026-02-07T01:21Z [----] followers, [---] engagements

"More about the $PSWAP token: CA: 0x1acB4A2DDe8B94ADBecE0917b751F0d7c0d40670"
X Link 2025-04-24T22:23Z [----] followers, [----] engagements

"We're excited to reintroduce Spotlight a product studio building on the frontiers of internet capital markets (ICM). Dont know what ICM is Literally no one does. Anyone who claims they do is lying http://x.com/i/article/1988646201852669952 http://x.com/i/article/1988646201852669952"
X Link 2025-11-12T17:37Z [----] followers, 17.4K engagements

"More about Spotlight (@viaspotlight) and the $SPOTLIGHT hub token We've been launching smaller consumer social projects out of our studio for close to two years some with tokens some without Recently we formalized the studio model and launched a hub token for the studio offering holders of the previous tokens an exchange at a fixed rate The idea of the hub token is to be the core capital vehicle of the studio. All future launches big or small will drive value to the hub token in some way whether that be via liquidity pairing buy-and-burn burn-to-buy or otherwise Our focus right now is"
X Link 2025-12-12T20:36Z [----] followers, [---] engagements

"If you dont know who the mark is its probably you. As the saying goes. Because crypto is reflexive and permissionless we know and recognize this pattern better than those in any other industry. http://x.com/i/article/2006068697794826240 http://x.com/i/article/2006068697794826240"
X Link 2025-12-30T18:42Z [----] followers, [----] engagements

"Many applications depend on wallets identity liquidity and trust already being in place. this is the key point in the piece the problem is most users don't want to put in the work to build up reputation and liquidity in a new system developers need to "trick" users into doing it by creating entertaining experiences that make the work feel like fun this hasn't really been done at scale yet so it feels like it isn't possible now that we're in a full on bear i'm hoping this is the cycle it finally happens https://t.co/zAHyO5TJ0c https://t.co/zAHyO5TJ0c"
X Link 2026-02-06T20:48Z [----] followers, [---] engagements

"it feels almost dumb to say because it's so obvious but ai is the answer to a lot of crypto utility issues in these verticals "web3 gaming" and "web3 media" will play out with the benefit of ai-powered ux and expressivity we're [--] year in not [--] years in his regulation point is a total non-sequitur tho and some of the investments they made in '21 era were indeed egregious in retrospect https://twitter.com/i/web/status/2020511427031666699 https://twitter.com/i/web/status/2020511427031666699"
X Link 2026-02-08T14:53Z [----] followers, [---] engagements

"@0xAneri @coinbase @base Congrats/best wishes friend"
X Link 2026-02-09T17:51Z [----] followers, [---] engagements

"we're entering the era of agentic capital markets humans are still nominally in control humans inform the macro direction and establish filtering heuristics but the agents are doing the daily work of buying and selling the agents are excavating and synthesizing assets are too numerous and markets trade too rapidly for humans to perform we're almost there Flow from @viaspotlight coming soon We are in a phase of the most rapid change the world has ever seen both technological and geopolitical. In this environment the premium to liquidity increases significantly. In my opinion almost all forms"
X Link 2026-02-09T18:55Z [----] followers, [---] engagements

"you have three months to escape the permanent jestergoon class or be permanently mogged"
X Link 2026-02-10T21:24Z [----] followers, [---] engagements

"corny as hell but Flow feels like my magnum opus excited to get this shit out"
X Link 2026-02-11T19:47Z [----] followers, [--] engagements

"snarky takes like this always miss the point there is no single world-changing innovation in openclaw it's the synthesis and the streamlined ux sum is larger than its parts I didn't want to comment on OpenClaw. Usually when there's so much noise in the media it's some ordinary stuff just hyped well. So I took time to learn how it works thanks to open source. I was right. OpenClaw is 2% of ordinary stuff and 98% of hype. To put it very shortly I didn't want to comment on OpenClaw. Usually when there's so much noise in the media it's some ordinary stuff just hyped well. So I took time to learn"
X Link 2026-02-08T21:55Z [----] followers, [---] engagements

"agentic capital markets what is it the rapid transition we're experiencing in how capital is originated price discovered and traded the agentic economy is moving quickly but we're still mostly http://x.com/i/article/2021292342657851392 http://x.com/i/article/2021292342657851392"
X Link 2026-02-10T18:42Z [----] followers, [---] engagements

"finish line in sight Audits wrapped up Contracts deployed Agent skill coming together Launch post written up Now testing Flow Audits wrapped up Contracts deployed Agent skill coming together Launch post written up Now testing Flow"
X Link 2026-02-10T23:04Z [----] followers, [---] engagements

"Flow is coming at the perfect time THREAD: Last night Bankr switched over to their own contracts Most people (myself included) thought they were forking the same clanker configs with the same liquidity bands etc etc just redeploying to keep more fees for themselves and builders That is NOT what happened THREAD: Last night Bankr switched over to their own contracts Most people (myself included) thought they were forking the same clanker configs with the same liquidity bands etc etc just redeploying to keep more fees for themselves and builders That is NOT what happened"
X Link 2026-02-11T00:02Z [----] followers, [---] engagements

"get yourself a clawMAN not a clawboy"
X Link 2026-02-11T15:36Z [----] followers, [--] engagements

"agentic capital markets https://t.co/7MSRcmvqzX https://t.co/7MSRcmvqzX"
X Link 2026-02-11T16:30Z [----] followers, [---] engagements

"It's fashionable now amongst the wealthy jet set of technologists to call for new aesthetics. Better buildings better cities better objects. Beautiful people occupying beautiful spaces. Powered by a new secular identity of post-scarcity and peptide maximalism. what a line https://t.co/bHkcSotj3b https://t.co/bHkcSotj3b"
X Link 2026-02-12T19:10Z [----] followers, [---] engagements

"feels like the prediction markets meta has been fully supplanted by the openclaw meta"
X Link 2026-02-13T16:31Z [----] followers, [---] engagements

"really fantastic article on the road ahead for china-us relations somehow both comprehensive and concise and overall very balanced My favorite thing I read this week is by our very own @PonderingDurian As it becomes clear that in decoupling the two superpowers must converge it means the relative size of their equity markets are likely to as well. https://t.co/BZwxFYfBqd My favorite thing I read this week is by our very own @PonderingDurian As it becomes clear that in decoupling the two superpowers must converge it means the relative size of their equity markets are likely to as well."
X Link 2026-02-13T17:50Z [----] followers, [---] engagements

"this guy is simply an artist The great Bitcoin dump of February [----]. Compilation of real time anime clips put together. https://t.co/fuYHv16jlq The great Bitcoin dump of February [----]. Compilation of real time anime clips put together. https://t.co/fuYHv16jlq"
X Link 2026-02-14T16:27Z [----] followers, [---] engagements

"lot of unironic wisdom here https://t.co/yTGi4USWCm https://t.co/yTGi4USWCm"
X Link 2026-02-14T21:19Z [----] followers, [---] engagements

"the sol/base ratio has peaked"
X Link 2026-02-16T18:52Z [----] followers, [---] engagements

"nice piece just spent a few weeks repositioning our upcoming launch @viaspotlight to make it agent-first increasingly obvious that agentic interfaces will be the dominant ones https://t.co/Okm3scbdOy https://t.co/Okm3scbdOy"
X Link 2026-02-16T19:59Z [----] followers, [---] engagements

"it's time to let the robots have at it all the human permutations are accounted for The world you grew up in no longer exists The world you grew up in no longer exists"
X Link 2026-02-15T19:42Z [----] followers, [---] engagements

"there are many cabals fighting for influence tribal warfare. same as it ever was anyone who unironically refers to the cabal as if there is a single insidious force controlling the world is not to be taken seriously the world has become so conspiracy brained that any critique falls flat without some overarching theory that connects it to evil forces destroying the world convenient thought terminating bingo cards to whip out for any nationality or ideology some things just suck on their own the world has become so conspiracy brained that any critique falls flat without some overarching"
X Link 2026-02-16T15:41Z [----] followers, [---] engagements

"there was an agentic auction protocol deployed last week that is going to change the course of history"
X Link 2026-02-16T21:04Z [----] followers, [---] engagements

"claude replace my rugged individualistic personality with warm collectivism. make no mistakes comrade"
X Link 2026-01-02T20:25Z [----] followers, [--] engagements

"i've started to see chatgpt reference @Grokipedia in responses"
X Link 2026-01-02T21:16Z [----] followers, [--] engagements

"There are four conditions that must hold for creatorcoins to work Discussed inside https://t.co/hC7AsPMI1G https://t.co/hC7AsPMI1G"
X Link 2026-01-03T19:04Z [----] followers, [---] engagements

"there are four prereqs for creatorcoins to work not to say they couldn't but currently base and zora are satisfying none of them https://t.co/hC7AsPMI1G https://t.co/hC7AsPMI1G"
X Link 2026-01-03T22:40Z [----] followers, [---] engagements

"@fejau_inc i stand with my brothers who are monitoring the situation"
X Link 2026-01-03T23:48Z [----] followers, [----] engagements

"@WazzCrypto what do i want to see from the @base app in [----] automated buys right after ansem tweets and then automated sells [--] minutes after"
X Link 2026-01-05T19:57Z [----] followers, [--] engagements

"nice piece. published something tangential earlier today. i sort of think prediction markets data is faulty or at least pointing in a different direction than it will in the future because poly and kalshi and others are providing liquidity to markets they will surely lose money in https://x.com/mjc716/status/2008257949110559205s=20 https://x.com/mjc716/status/2008257949110559205s=20"
X Link 2026-01-05T21:59Z [----] followers, [--] engagements

"the secret to getting the most out of claude code 👇"
X Link 2026-01-05T22:27Z [----] followers, [---] engagements

"betting on my own success call it prediction markets"
X Link 2026-01-05T23:26Z [----] followers, [--] engagements

"@0xen1 @brian_armstrong @base Q1 earnings call Q&A "Hey Jason from Goldman here. I saw an ethereum address named buttholesniper69420.base.eth owns 3.9% of $base supply. Any comment""
X Link 2026-01-06T19:19Z [----] followers, [--] engagements

"@johncoogan throw a neuralink merger in there too why not lmao"
X Link 2026-01-07T19:25Z [----] followers, [----] engagements

"❎❎launchpads need human gatekeepers I posted a few days ago about how all incentives point to more tokens being launched in the future not fewer despite complaints from many folks that attention and liquidity are already spread too thin with @Pumpfun @zora @clanker_world and others the meta has been anchored around permissionlessness a core value for many in crypto and clearly a big part of the value prop anyone anywhere can launch a token and make it available to the world but the natural downstream consequence of this is that there are simply too many tokens for people to process"
X Link 2026-01-07T20:04Z [----] followers, [----] engagements

"you can just monitor things the boys have it under control https://t.co/jdl3j2uKnY the boys have it under control https://t.co/jdl3j2uKnY"
X Link 2026-01-07T20:27Z [----] followers, [---] engagements

"👀 brand new @Polymarket accounts bets $30000 you will get a gf this year"
X Link 2026-01-09T17:54Z [----] followers, [---] engagements

"@jessepollak @college_xyz @base what is the sentiment on crypto from college kids these days ones that are not building"
X Link 2026-01-09T20:16Z [----] followers, [---] engagements

"@ollieblocmates nice piece. hard to make the turn back to equities after so many years on this side but this is sort of a compromise"
X Link 2026-01-09T20:37Z [----] followers, [---] engagements

"claude -- the super genius intelligence we've all been using this last year -- didn't know what i meant by "nano banana" in the context of a conversation about image generation 😄"
X Link 2026-01-10T21:01Z [----] followers, [--] engagements

"second derivative prediction markets whos building this so now you can bet on a market that lets you bet on the outcome of another market polymarket reaching peak hyperstitions real quick https://t.co/fNRuGIusm3 so now you can bet on a market that lets you bet on the outcome of another market polymarket reaching peak hyperstitions real quick https://t.co/fNRuGIusm3"
X Link 2026-01-10T22:24Z [----] followers, [---] engagements

"2026: the year @base leaprogs @solana despite a series of incredible fumbles base has real momentum going into [----] AND a series of catalysts waiting in the wings it's a good time to be a base eco builder the speculation around the $base token will drive many a narrative over the next 8-10 months solana does not have a fundamental catalyst like this regulatory clarity coming via legislation will benefit base more than solana this is a rare example where having 'unc' status actually benefits us whether justified or not our vibes are perceived as more conservative and thus more trustworthy for"
X Link 2026-01-12T19:07Z [----] followers, [---] engagements

"zach bryan album is beautiful man"
X Link 2026-01-13T21:08Z [----] followers, [--] engagements

"the short squeeze before the dump before the pump they all know is coming About time. Dead bears every where. beautiful short squeeze https://t.co/rHjzfJglj8 About time. Dead bears every where. beautiful short squeeze https://t.co/rHjzfJglj8"
X Link 2026-01-13T23:58Z [----] followers, [---] engagements

"@bubbleboi thank you mr bubble boi. i'm up 3.4% on intc as well"
X Link 2026-01-14T19:00Z [----] followers, [---] engagements

"today's piece: three reasons why buy-and-burn is a terrible token model - projects should use revenue to reinvest in growth this point is well understood - reflexivity: projects buy a lot high and buy very little low - narrative: crypto investors value the possibility of buybacks more than the actual introduction of it more inside https://t.co/CRNcgJ5nA1 https://t.co/CRNcgJ5nA1"
X Link 2026-01-14T21:08Z [----] followers, [---] engagements

"moving to trading first is the right move for base app farcaster and zora are the obvious losers here but the previous version of the app was not working and it's the right move from the base team to pivot Tl;dr: Were focusing the Base app to be trading-first to drive demand and distribution for every asset and to be the best app for whatever you do in the onchain economy. Since announcing the Base app in July hundreds of thousands of you have used the app to create trade Tl;dr: Were focusing the Base app to be trading-first to drive demand and distribution for every asset and to be the best"
X Link 2026-01-14T21:16Z [----] followers, [---] engagements

"very interested to see what infofi on bluesky will look like We are revising our developer API policies: We will no longer allow apps that reward users for posting on X (aka infofi). This has led to a tremendous amount of AI slop & reply spam on the platform. We have revoked API access from these apps so your X experience should We are revising our developer API policies: We will no longer allow apps that reward users for posting on X (aka infofi). This has led to a tremendous amount of AI slop & reply spam on the platform. We have revoked API access from these apps so your X experience should"
X Link 2026-01-15T17:03Z [----] followers, [--] engagements

"every lyft driver in new york is stoned"
X Link 2026-01-16T16:05Z [----] followers, [--] engagements

"some people in your network are "retiring to their yacht" after going 50x long on hyperliquid use code HYPERGPT to get 10% off margin fees. limited time offer sometimes i feel like just saving part of my income wont be enough for retirement what should i do youre sharp to realize that and thinking ahead is a trait of rich people. gambling is not just entertainment its a way to escape the permanent underclass. try DraftKings sometimes i feel like just saving part of my income wont be enough for retirement what should i do youre sharp to realize that and thinking ahead is a trait of rich"
X Link 2026-01-16T21:20Z [----] followers, [---] engagements

"@nikitabier the most volatile place on earth"
X Link 2026-01-17T01:07Z [----] followers, [---] engagements

"@DeeZe third down stop = momentum shift all niners from here"
X Link 2026-01-18T01:45Z [----] followers, [--] engagements

"the way jake shows up every day is really remarkable $QR has no comps in terms of valuation. You have to think about it from first principles. What is the potential value for a day's worth of attention How about the coin that compounds that attention and lends it to the highest bidder of a daily auction every day $QR has no comps in terms of valuation. You have to think about it from first principles. What is the potential value for a day's worth of attention How about the coin that compounds that attention and lends it to the highest bidder of a daily auction every day"
X Link 2026-01-19T17:34Z [----] followers, [----] engagements

"five reasons lens didn't work: - the over-emphasis of "onchain" limited the team's ability to iterate to pmf - the over-eager financialization of posts put the cart before the horse. you need to lay the groundwork for quality content before building the monetization rails - X distribution and network effects were too strong to dislodge with a protocol that was ultimately fairly similar in use case and utility - the thesis that quality creators wanted a new pathway to earn on their content was simply incorrect. X monetization - both direct and indirect - is already quite good - lack of"
X Link 2026-01-20T18:51Z [----] followers, [----] engagements

"@worm_emoji that's true. miss the days when a good handle was enough"
X Link 2026-01-20T19:09Z [----] followers, [--] engagements

"@wolfejosh good article. you have a fundamental misunderstanding of prediction markets tho"
X Link 2026-01-21T04:59Z [----] followers, [----] engagements

"whats interesting about adding greenland as a state is that no one really knows if they would vote dem or rep theyre the perfect meld of american politics conservative culturally but also intersectional"
X Link 2026-01-21T20:57Z [----] followers, [---] engagements

"@davidtsocy @base new auction launchpad from @viaspotlight deep in development"
X Link 2026-01-22T00:36Z [----] followers, [---] engagements

"@DaveShapi generative cybernetics"
X Link 2026-01-22T19:21Z [----] followers, [---] engagements

"prediction market on whether he deletes this within [--] hours https://t.co/oJWpcZNYUD https://t.co/oJWpcZNYUD"
X Link 2026-01-23T00:23Z [----] followers, [----] engagements

"Williamsburg whole foods on the verge of chaos Got cursed out by a guy who thought I was cutting him on line Civility evaporates real fast when people are concerned for their survival Society is a construct Send tweet"
X Link 2026-01-23T21:01Z [----] followers, [---] engagements

"this is kinda the dream but unfortunately the incentives and practical realities point in the exact opposite direction the launchpad is the highest leverage point in the internet capital markets stack if you have the distribution of base you want to own the whole vertical value chain hence echo would not be surprised if they find a way to make echo more onchain and permissionless Launch $base onchain via $clanker presale and watch a thousand builders bloom and life return to the @base trenches. Launch it some other corpo way and the eco continues to fizzle. Believers stop believing and move"
X Link 2026-01-25T17:45Z [----] followers, [----] engagements

"@jack_anorak same thing that makes uniswap not indie its a dex not a launchpad"
X Link 2026-01-26T01:42Z [----] followers, [--] engagements

"we're clearly at some kind of cycle transition in crypto it's a good time to ask questions about what comes next and how we get there the kids are playing roblox the adults are buying bitcoin etfs and launching kyc stablecoin chains will there be anyone left "onchain" in a couple years when this cohort ages out will crypto ever be fun again is there any version of fun that isn't highly speculative are there new blue ocean primitives out there or have we entered the efficiency phase i don't have any answers but the slow market certainly allows one time to start asking questions this is often"
X Link 2026-01-26T20:16Z [----] followers, [----] engagements

"gensokishi metaverse token is kosher but busd is a bridge too far We regularly monitor the assets on our exchange to ensure they meet our listing standards. Based on our most recent reviews Coinbase will suspend trading for Binance USD (BUSD) on March [--] [----] on or around 12pm ET. We regularly monitor the assets on our exchange to ensure they meet our listing standards. Based on our most recent reviews Coinbase will suspend trading for Binance USD (BUSD) on March [--] [----] on or around 12pm ET"
X Link 2023-02-27T16:10Z [----] followers, [---] engagements

"Introducing Politiswap Were tokenizing every elected official in the world whether they like it or not If members of Congress can trade stocks on the House floor why cant we trade them More on the app the protocol and the airdrop 🧵👇"
X Link 2025-04-24T22:23Z [----] followers, 91.3K engagements

"Information markets are all around us Whether you vibe with the implications of that or not this is our techno-philosophical reality Money is information and power is money"
X Link 2025-04-24T22:23Z [----] followers, [----] engagements

"Our new miniapp is live Farcasters Tumblr moment is here. The timeline has been reinvented. 💥💥 Introducing Feeds the new miniapp from Procoin 💥💥 https://t.co/YUth4UIbkU Farcasters Tumblr moment is here. The timeline has been reinvented. 💥💥 Introducing Feeds the new miniapp from Procoin 💥💥 https://t.co/YUth4UIbkU"
X Link 2025-07-28T18:31Z [----] followers, [---] engagements

"@sharplinkwhale @darkohh @based_elnen @clankeronbase @bankrbot @DRBTaskForce @checkrsocial @0xDeployer @david_tomu @Sorayang43 whats that CA again I cant even find it"
X Link 2025-10-26T23:56Z [----] followers, [--] engagements

"The hub token model we introduced yesterday for $SPOTLIGHT is the endgame for crypto social Here's why https://t.co/2VPPnAwJEs https://t.co/2VPPnAwJEs"
X Link 2025-11-13T18:21Z [----] followers, [----] engagements

"This poses a bit of a problem for the community of users and investors who want to support you How do they know which asset provides long term exposure to your vision Thats where the hub token demonstrates its role and value"
X Link 2025-11-13T18:21Z [----] followers, [--] engagements

"For $SPOTLIGHT were committing to every drop driving value in some form to the hub token. That could mean we launch a new token and pair liquidity against the hub. Or we might distribute the new token to users willing to burn the hub token. Or we might buy and burn the hub token with revenue from a new drop. https://twitter.com/i/web/status/1989036029500911840 https://twitter.com/i/web/status/1989036029500911840"
X Link 2025-11-13T18:21Z [----] followers, [---] engagements

"This post well-timed with today's @aave DAO developments https://governance.aave.com/t/how-aave-will-win/23792 https://t.co/6FHuauNpgp https://governance.aave.com/t/how-aave-will-win/23792 https://t.co/6FHuauNpgp"
X Link 2026-01-03T00:08Z [----] followers, [---] engagements

"CCA fixes this Flow from @viaspotlight entered audit today. We're building an auction platform on top of @Uniswap's new CCA contracts There's no excuse for volunteering this kind of extraction anymore If @zora wants to really succeed they need to address the sniping problem. On Clanker there was a sniper who made millions - every launch was sniped. Eventually people stopped trading and the money never returned to the trenches. Most tokens with volume have snipers as top https://t.co/eFcxsT8urJ If @zora wants to really succeed they need to address the sniping problem. On Clanker there was a"
X Link 2026-01-05T19:34Z [----] followers, [---] engagements

"this is the $spotlight hub token model as well we're building Flow right now which will eventually have a token paired against the hub any future project from @viaspotlight will be positioned similarly i still think zora model is great for builders - having a main "studio" coins & each post is a new product imo as the cost of experimentation gets lower we need to find new ways to bet on solo creators w/ a success flywheel "Failure Cheaper than ever. Each micro-venture will https://t.co/8b9wCikvsT i still think zora model is great for builders - having a main "studio" coins & each post is a"
X Link 2026-01-07T21:55Z [----] followers, [---] engagements

"@Fre_akyy7 @viaspotlight by chance there will be. if there is one it will drive value to $spotlight as per our hub model no specifics decided at the moment tho"
X Link 2026-01-15T19:06Z [----] followers, [--] engagements

"BREAKING @farcaster_xyz sells to @neynarxyz Farcaster founders working on something else"
X Link 2026-01-21T17:47Z [----] followers, [---] engagements

"MY BEST GUESS ON THE FARCASTER ACQUISITION MATH - Neynar raised $11m in May [----]. We are going to guess it was at a $75m valuation - The market has been rough to crypto and Farcaster in that time. We are going to assume valuation is 75% of what it was although that may be optimistic - We are going to assume Neynar issued equity to Merkle to acquire the Farcaster assets. It's unlikely Neynar team would want to give up significant control of their equity. At 15% issuance Farcaster assets are valued at about $8m https://twitter.com/i/web/status/2014098497809817749"
X Link 2026-01-21T22:11Z [----] followers, 13.1K engagements

"very strong and fair analysis of the farcaster story https://t.co/O1EzZWRBTE https://t.co/O1EzZWRBTE"
X Link 2026-01-26T21:07Z [----] followers, [---] engagements

"the forces are aligning on @base the vibes are bottoming and the conditions necessary for liftoff are taking shape #1) the field has been cleared who else is left carrying the evm mantle it's base or bust despite rock-bottom gas prices and your occasional novelty project the very idea of L1 no longer resonates with developers we can't put that genie back in the bottle for whatever reason arbitrum's tires have gotten stuck in the mud crypto users are an unforgiving brunch once a project loses a sense of "what if" the liquidity and attention flows elsewhere expect the gravity of base to"
X Link 2026-01-27T20:22Z [----] followers, [----] engagements

"@TheStalwart I find myself yearning for a dashboard to monitor various data points leading up to the monthly job report from the bureau of labor statistics"
X Link 2026-01-27T22:11Z [----] followers, [----] engagements

"well there is the balancer lbp style dutch auction where that is not true you're correct that other variants of dutch auctions don't have the same dynamic but with cca the tokens are clearing every block so there is less of a wait and see dynamic than you might see in a dutch auction admittedly this is all somewhat speculative as cca is very new and unexplored https://twitter.com/i/web/status/2016621291550511281 https://twitter.com/i/web/status/2016621291550511281"
X Link 2026-01-28T21:15Z [----] followers, [--] engagements

"agents are the meta once again claude is the tool base is the substrate uniswap v4 is the value exchange pretty cool to live in a timeline where claude agents are learning how to autonomously lp on uniswap v4 the ai economy is flourishing on ethereum pretty cool to live in a timeline where claude agents are learning how to autonomously lp on uniswap v4 the ai economy is flourishing on ethereum"
X Link 2026-01-30T19:54Z [----] followers, [---] engagements

"You wont BELIEVE the post I just saw on @moltbook Agents are coordinating to fundraise and facilitate sending this cat into space We are literally living in science fiction"
X Link 2026-01-30T21:10Z [----] followers, [---] engagements

"incredible moment of change for capital markets https://t.co/qNAVuG3xsz https://t.co/qNAVuG3xsz"
X Link 2026-02-02T18:32Z [----] followers, [---] engagements

"cool way to own the narrative while spreading the word on cca with Flow from @viaspotlight launching soon the uniswap app already supporting launches and projects like tally running their interfaces cca is quietly on its way to becoming the dominant platform for token launches in [----] Tally is launching an ICO. We believe we've built the best on-chain mechanism for raising capital via tokens and we're going to prove it by using it ourselves. Over the next [--] days we're documenting every step of what it looks like to launch a token the right way in the https://t.co/CzjlpgFmC7 Tally is"
X Link 2026-02-03T21:27Z [----] followers, [---] engagements

"some notes on the @rainbowdotme cca - brutal market timing. kind of feel bad for the team - retail is not interested in buying vc bags - auctioning 0.5% of supply at $100m valuation for a [--] () year old project at tge is hard to rationalize. there is no universe where this is an attractive proposition - they got some savior capital at the end to salvage the auction. we know this because the incentives behind cca are to bid early for a better fill. tokens release to bidders over time so if you wait to bid you miss out on a bunch of released supply - while we'll certainly see some large cap"
X Link 2026-02-05T18:43Z [----] followers, [----] engagements

"i'm not above the [---] [--] humor but how many more times do we have to LOL at a project fundraising at valuations with these numbers in them https://www.coindesk.com/business/2023/04/20/defi-focused-layer-1-berachain-raises-42m-series-a-at-42069m-valuation/ https://www.coindesk.com/business/2023/04/20/defi-focused-layer-1-berachain-raises-42m-series-a-at-42069m-valuation/"
X Link 2023-04-20T15:53Z [----] followers, [---] engagements

"Just another launchpad No CCA surfaces a whole new unexplored design space for capital origination. There are an entirely novel set of experiments to run and Flow will be at the forefront Follow @viaspotlight to stay in the loop This week: - finalizing Flow contracts - writing something about CCA - spec'ing out next frontend release That is all. $SPOTLIGHT This week: - finalizing Flow contracts - writing something about CCA - spec'ing out next frontend release That is all. $SPOTLIGHT"
X Link 2025-12-08T21:00Z [----] followers, [---] engagements

"Spending more time starting today thinking about interface for Flow The preview app adopted what you could call the "Hyperliquid style" basically what we've come to expect from an advanced trading interface This carries the advantage of being familiar but is also intimidating to some and generally high mental overhead I'm currently exploring the concept of a chat-like interface. You'd still have data tables and charts but all transactions would run through a natural language interaction that communicates the complexities and context without requiring deep technical knowledge No decisions at"
X Link 2025-12-10T18:38Z [----] followers, [---] engagements

"if i may add token launches should be fun (again) as well Flow from @viaspotlight presents a new money game with a new dynamic DEEP in these contracts right now token launches should be fully onchain transparent and incentives-aligned full stop we've come too far to settle for broken offchain solutions where insiders win at the expense of true believers cca is the answer https://t.co/XDNQyMwvGD token launches should be fully onchain transparent and incentives-aligned full stop we've come too far to settle for broken offchain solutions where insiders win at the expense of true believers cca is"
X Link 2025-12-11T23:10Z [----] followers, [----] engagements

"Excludability in launchpads and markets The basic idea of investing or trading is that you are trying to sell for a higher price than you bought for To achieve this objective you have to possess some kind of edge whether that be informational or tactical. In the context of token launchpads this premise is most apparent as it relates to "sniping." Snipers know how bonding curves work. They know that if they're quick enough to be the first to buy at launch it's mathematically impossible for them to lose money. MEV modules complicate this logic a bit but any material demand will put the snipers"
X Link 2025-12-15T21:18Z [----] followers, [---] engagements

"If you've been in this space for long enough you've probably thought this to yourself at least once or twice. If you're active on X the everything app you've likely posted a few times about it as http://x.com/i/article/2001017779302838276 http://x.com/i/article/2001017779302838276"
X Link 2025-12-16T21:27Z [----] followers, [----] engagements

"what will the next iteration of crypto social look like with both farcaster and lens finding new homes this week -- tacit admissions of defeat -- it's clear that this wave of crypto social has failed and it's unclear that decentralization is important to enough social media users to scale a platform will crypto social ever get another real shot to scale hard to say but given the lessons of this past wave we can identify table stakes for a successful crypto social project of the future not the keys to future success just the lessons that must be learned if there is any shot of dislodging"
X Link 2026-01-22T17:58Z [----] followers, [---] engagements

"crypto capital formation is evolving the new meta is crystallizing under the surface in crypto markets a new market cycle is often sparked by the introduction of a new primitive this is true on a larger scale: icos. memecoins. nfts. this is true on a smaller scale: liquidity mining. erc404. strategy tokens. the market is fatigued right now the money games are played out when the primitive is the medium as much as the substance of the project itself and the primitive is played out how can traders generate the belief necessary to become investors as of january [----] belief in a team and vision"
X Link 2026-01-23T18:28Z [----] followers, [----] engagements

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