2461
Lawson.fm

@lwsnbaker #2461

onchain m&a ~ @fireflyapp + mask network ~ @rara (exit 2023)
1411 Follower 215 Following
We’ve barely scratched the surface to viral online parties & events.
If you want a revolution, you need technology that ports online rage offline and vice versa.
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.
194479
Brock
@runninyeti.eth·03:01 17/04/2025
SimpleHash and Reservoir shutting down are perfect examples why indexing.co is built different and perfect for web3.

Builders demand more from their data solutions. APIs are remnants of legacy web2 architectures. Consumer and defi apps are only as unique as their data - builders need focused, transformed data delivered directly to them.

This is what we offer. Our customers save >70% on their data infra while focusing on what makes them unique.

Reach out if you're ready to upgrade your data stack - we're committed to building in public and my dm's are always open 🐇
Just added a note for "shitpost" for my taxes to a transaction on solscan.
Lot of great investment opportunities out there.

Not all of them need to come witha more hight ground.
The Innovation Cycle

1st, Product
(explorer founders, 0 to 1)

Then, Distribution
(pirate founders, mid cycle)

Last, Economics
(accountant founders, late cycle)
Founders and investors are not immune to FOMO and trend chasing.

Chasing trends is what the overwhelming majority do. They see a project killing it. Then, they copy (riff) + paste.

However, this strategy generally flops. When you are not innovating on product, you must win distribution or economics.

Economics is a race to the bottom and generally follows the innovation cycle.

1st (early), product
2nd (mid), distribution
Last (late), economics

Distribution is where winners play. This is why you hire professional marketers.
I find myself overwhelmingly bullish on consumer social onchain but underwhelmed by the current metas.

2024 (start) - Meme token launch pads
2024 (end) - AI token launch pads
2025 (start) - No change. Alt coin bear market

Meme tokens by default are not value add. They are casinos that extract from new comers. AI can add value but we are over focusing on token launch mechanics to do the hard work and innovate.
If you do not have cash in these moments, you are not taking profits when everything is overheating.

Review your past work. Create systems to fix.
There are 3 ways to innovate: product, economics, or distribution.

Pick one and be great at it.
Hovering over the buy button this week might be the best idea you had all year.

If it goes sidesways, sell everything. No token left unturned.
The idea of AI agents paying AI agents is a misdirection.

AI agents have little need to pay others for work or knowledge.

The reality is people will be paying agents.

Why? Because that’s how commerce works. Unskilled labor pays skilled labor. Here the humans are unskilled.
I can assure that the Bitcoin you sell to the government will be the sales you regret the most.
You don’t need to actively trade something for it to be valuable.

In fact the most valuable companies and art are privately held and rarely hit the secondary market.

Why? Because the creators and owners continually add value to the underlying products.
You probably don’t want to hear this but we will be in a bear market until the war ends and this tariff situation settles.
Art coins are a bad deal.

Collectors are delivered disappointment more often than enjoyment.

Artists take the heat, not the plaatform or the community (read: market).

Bonding curves dry up in bear markets and they devalue an artist career.

Art is collected by people because it made them feel something. A piece becomes valuable because of a career’s worth of art and, occasionally, because the collector adds to the story.

Do yourself a favor and mint NFTs. They work for both artists and collectors. The market works for you, not against you.
Denver's best dressed 🐴✨🏔️

@katherholt
https://media.firefly.land/farcaster/eef8588e-0e6a-45a4-a577-8f613e291e79.jpg
https://media.firefly.land/farcaster/a7ba8079-ffab-45f4-bfa1-ca05bf7e502d.jpg
Your ideas are rich & abundant.

Drink from them & fill the cups of others.
Walk towards fear.
Fear is not kryptonite.
It's water for growth.
Want to chat consumer social onchain at ETH Denver? DMs are open.
16823
Firefly App
@fireflyapp·14:38 19/02/2025
🎟️ Ticket to @EthereumDenver secured ✈️

Who’s going to meet us there? 👀
Token ticker feed is easily the most underrated feature on Firefly rn.

For example, $S is being shilled on my X feed. Click on the ticker to see what everyone is saying on X, Farcaster, and Lens.
Who dare set adobe premier pro as my default app for .csv's?
Geohashing-to-Earn

a bit like pokemon go but with tokens and collectibles distributed by the community and juiced by tokenomics
Free invites to your pay-to-play app when everyone expects it to be free isn't going to cut.
If you chat with AI regularly, you understand they tell you what you want to hear. Designed to serve.

The hard part is prompting answers that you don't want to hear.
I am very respectful to my AI agents in private chats.

But I sure as hell don't invite them to my meetings.
Big fan of what @moe built at Buttrfly - a clean user experience and a dedicated community.

If you have not checked out Firefly's everything app yet, we are giving away $MASK tokens to Buttrfly users to join us.

Come carry the torch of Web3 with us.
16823
Firefly App
@fireflyapp·15:07 11/02/2025
🦋Buttrfly Frens Giveaway ✨

Firefly's got something special waiting for you 🎁 — claim a FREE collectible and $MASK airdrop when you connect your socials (available to new users only) ✨

🎖Plus the Top 500 Buttrfly users will score bonus tokens & premium collectibles!

🗓 Feb 11, 8:00 - Feb 18, 8:00 UTC
ALL THE ALPHA IS ONCHAIN,
NOT SOCIAL NETWORKS
Well hello there decentralized, private AI.

❤️‍🔥 $VVV
https://media.firefly.land/farcaster/4182e73f-d229-4866-9c11-04a29ed6f1ed.png
Firefly Follow Friday

Post a Firefly profile link to any of your social profiles so we can sync follow you across all networks.

I’ll start. Follow me on Farcaster then sync follow on other networks.

https://firefly.mask.social/profile/farcaster/2461
Third-party apps in Web3 social are currently in a death spiral.

Super 💀 - acquired by Farcaster
Phaver 💀 - failed token launch; shut down; prior #1 Lens app
Buttrfly 💀 - shut down; Top 5 Lens app

Firefly App standing the test of time and frankly growing through this same time frame. But I'll be honest, if we are the only other significant 3rd party app, I'm not sure anything has changed.

What's the point if the protocol team is building the dominant app? That's like Bitcoin core devs running the only wallet.

Yes, there are other third-party apps but they are either ghost towns or growth is stalled*. I'll spare their names.

*No Growth = No Investors to help you weather the storm.
I want a tiktok like full screen experience for music discovery.

No mute button. Just full send.
We are not ready for the AI onslaught to social media.

Everyone sees the train coming but the scale is not relatable.

Bearish: town squares

Bullish: private groups, clubs, channels, and likely anon posting
Checking in as safe in $USDC.
For the RSS feed and blog readers out there, here’s a @fireflyapp hack.

Change the order of your subscription feeds to make Articles first. Promotes deep dives over engagement farming content. Plus obviously more nuance in articles.

Read articles published by people you follow on Paragraph & Mirror.
Self-inflicted wound by Zora removing collections.

Wide open for Rodeo to shine.

@usersteen.eth on paragraph
https://media.firefly.land/farcaster/61906334-62FB-4235-952B-3E14B9FCF890.png
We need more listening rooms.
Going live in an hour with @fireflyapp ambassadors to talk 2025 metas (social bets, ai agents, meme coins) and some Firefly alpha too.

@cryptowenmoon.eth @iamlosi @tinyrainboot @jessyjeanne

https://twitter.com/i/spaces/1BRKjwPQZojGw

#categories #tags

Docs Update
FYI the UI has been updated since this creating a post FAQ. Categories are now called Tags and they are in the top right settings field and in the final step of publication.

https://docs.paragraph.xyz/docs/creating-posts

Request for Feature
Add tags at top of home page so users can toggle between tags like tabs. Let publisher select default tag to display on home page. As a writer in crypto who also writes about life, I want to highlight my #crypto post on my home page but have my #life post on another tab.

https://media.firefly.land/farcaster/70333617-219d-43f2-ac75-ccc0c4477dfb.png
https://media.firefly.land/farcaster/c84fe94e-10f7-4dbf-bf9e-a214593652e4.png
Looking for a survey on stablecoins with a focus on protocol mechanics. Little help?
Join me and @fireflyapp ambassadors next Thursday at 11am ET on X spaces for all things 2025 metas.

2025 is going to be absolutely wild.

https://x.com/i/spaces/1BRKjwPQZojGw