20298
Mippo

@mippo #20298

The centre can hold
608 Follower 92 Following
Had Robbie Ferguson on the podcast last week.

There are 80 (!) games launching on Immutable this year.

If even one or two hit, expect a massive gaming narrative and millions of new onchain users in 2024.
Bitcoin ETF flows YTD: $4.1 billion

Gold ETF flows YTD: -$2.4 billion

This is the real flippening.
Eth FUD will vanish once it gets an ETF and institutions start gobbling it up.

It doesn’t even matter what Eth’s narrative or value prop is, the crypto natives will keep arguing about that.

All TradFi cares about is the opportunity to get “the next Bitcoin.”
Bitcoin just hit $1 trillion in market cap
https://i.imgur.com/Ghyz00j.jpg
Wonder what happens to Eth after the market realizes an ETF means $500M in daily inflows
Bitcoin at $50K.

No MSM coverage.

No texts from family.

Timeline is unbothered.

Man is this a good time to be alive.
Airdrops will catalyze the next bull market in NFTs.

A wave of new protocols are coming to market.

Founders will target high value, wealthy communities like Pudgies or Bad Kids with airdrops.

I’d guess most blue chip collections pay for themselves with airdrop proceeds alone.
I have a strong gut feeling that we are in the calm before the storm.

We have macro tailwinds, hundreds of millions pouring in every day from the ETFs, and the halving is two months out.

I don’t think crypto’s ever had a setup like this.
A media company for bad kids called “Bad News” who is building this
Like / comment on this post if you live in NY and would be down for a bad kids hang next week.

Will do the same for Denver.
Bm everyone.

I want to see more bad kid hangs this year.

Where are we gathering?
Bitcoin as digital gold.
Ethereum as the world computer.
Celestia as the verifiable internet.
Bn y’all. Have a feeling tomorrow will be another bad day
Watching @dwr.eth post 40% day over day growth on DAUs makes my heart warm.

Reminds me of the quote from @pmarca on PMF.

“It’s unmistakable. The market is pulling more growth out of the company than it can service.”
Pour one out for the manlets today
Hope you all had a very bad day
Warpcast followers growing 10X faster than Twitter followers.

Flippening in t-minus 6 months.
New Bell Curve episode with @joncharbonneau and Aidan Salzmann.

This was one of my favorite pods of all time, topics include:

1. LST dynamics across ecosystems
2. Moneyness and demand drivers
4. Celestia opportunity & modular money

Links below enjoy!

Spotify: https://spoti.fi/3ujjfNj
Apple: https://apple.co/42qKrpO
https://i.imgur.com/uheRc44.jpg
Travis Kling is coming on the pod today.

What questions do you have for him?
If you are seeing this congrats you’ve been onboarded to Base.

It was cheap, frictionless, and you probably didn’t even realize the onboarding was happening.

Makes you think 🤔
We need decentralized front ends.

Decentralized backends don't mean much if every UI is run by a company that can be shut down or censored.
This will be the first cycle where we have affordable, abundant and quality blockspace.

The market structure has changed, if you don't update your priors you'll be 10 steps behind.
Warpcast feels purpose built for NFT distribution.

Crypto native community + ability to directly mint in frames = powerful distribution channel.

Could even take over collection discovery from the marketplaces.
I wonder how much someone's social graph changes across different socials.

For instance, my Twitter social graph looks very different from my Instagram social graph.

This becomes relevant when Farcaster clients specialize so much that each client feels like a different app altogether.
@yanowitz thinks he can get to 10K followers on here before me.

He doesn’t know his hordes of Twitter followers are useless on here.

Warpcast is simply built different.
How awesome would it be if apps actually took off this cycle.

All the stuff we’ve been theorizing about forever.

Web 3 social. Prediction markets. Crypto gaming.

It looks like the rubber is about to hit the road on several categories at once, lfg 🫡
Onboard the adult entertainment industry and watch Warpcast DAUs 10X
12102
Ratwell
@ratwell·17:01 04/02/2024
@dwr.eth is nsfw content permitted here?
Two goals for this year.

1. Grow Warpcast followers > Twitter followers every day

2. Flippen Twitter followers by July

Feels doable.
Not sure how I feel about “recast to mint” loop for NFTs on here.

On the one hand I get it, makes sense for distribution.

On the other I’m not trying to broadcast how much of a degenerate I am.

Wat do.
Stumbled across a poem called “Velocity of Money” by Allen Ginsberg.

It was written in 1986 but feels more relevant than ever today.
https://i.imgur.com/ES6kbEt.jpg
Five months ago @trustlessstate told me to check out Farcaster.

I was slow to the jump but I’m here now.

Plan on spending a lot of time on Warpcast now and doing my part in onboarding people to web 3 social 🫡
Question for founders.

How well does your Twitter social strategy map to Warpcast?

Are you mostly just copying posts 1:1 now? Or does different stuff resonate on here?

Curious to learn.
Question for founders.

How well does your Twitter social strategy map to Warpcast?

Are you mostly just copying posts 1:1 now? Or does different stuff resonate on here?

Curious to learn.
Warpcast is the first crypto app that solves an obvious problem.

Everyone can agree that social media is extractive and getting worse.

Warpcast opens it back up and makes social work for users again.
This feels like the cycle we get apps with 5M+ users
When in doubt assume good intentions
Farcaster is the most exciting thing happening in crypto right now
What are the best channels on Farcaster for crypto nerds?
The most consensus trade in crypto is infrastructure over consumer apps.

At some point that will change and leave a lot of investors on the sidelines.
Frames are a zero to one moment for web 3 social.

Huge props to @dwr.eth and the team.

Blockworks will be leaning into Farcaster in 2024.