Life Update: I've joined @farcaster_xyz full time! I’ve seen this vision one too many times now to not act upon it. I’ve never felt more aligned than this mission I am about to embark. Crypto’s promise has always been about undeniability– that no two willing parties who desire to communicate, transact, or exchange are denied. Farcaster for me has always been about this undeniability. The core promise that your social graph is yours to live with. No platform can take away your connections, your voice, or the communities you’ve built. And in that permanence lies a quiet kind of power: the kind that refuses to disappear. Been building on FC for the last couple of years, I am now excited to use everything I've learned to make it better for everyone else. I'll see you around on the timeline 🫡

The U.S. Department of @ENERGY has selected Antares for its Nuclear Reactor Pilot Program, one of 11 projects fast-tracking advanced test reactors to deployment.

decent stock tip from your neighbor story

Treasury companies aside, there are now 5 American public companies that have majority / material revenue derived from crypto: Coinbase Robinhood Block Circle Bullish More soon.

rip fat protocol thesis welcome back distribution rules everything around me thesis

Hard to unsee the future once I see it here on Farcaster

"People should adopt this [thing I have an economic interest in] for [reasons that support said thing but are not rooted in rational, selfish economic behavior]" -- [guy with economic interest in said thing]

Thoughts on consumer crypto onboarding 1. Most consumers spend their free time on mobile, not desktop. 2. Most consumers prefer native apps over PWAs. 3. Most consumers do not have a pre-existing wallet. 4. Mobile deeplinks between apps are unreliable, especially on iOS. 5. Adding choices in onboarding flows reduces conversion. 6. World-class Web2 consumer apps typically onboard with a phone number, sometimes an email address. 7. If your core UX requires seamless onchain interactions, forcing users to switch to another app for each transaction—or expecting them to maintain spend permissions—will push most people back to Web2. 8. Consumers don’t care about standards; they care whether the app is entertaining, interesting, or solves an immediate problem. They’ll set up a new wallet/identity if it delivers on one of those. 9. To serve power users who want to bring their own wallet, build your app on an open protocol/data/API so others can create clients for them.

"Every company is launching a chain." 1. Blockspace is now abundant 2. Consumers willing to trade decentralization for super cheap / fast blockspace (with ability to exit via bridging). 3. Wallets are making cross-chain UX something consumers don't have to think about. 4. Selling blockspace is a good business if you can get scale. 5. So companies with distribution will want to launch blockchains (L1 vs. L2 matters less if they have the distribution). 6. Hard part is getting developers to build on it -- but if you have distribution to consumers / businesses with your existing platform, developers will show up. 7. Liquidity is a scale effect, not a network effect, i.e. more liquidity means better prices, but liquidity is more mercenary / portable. 8. Same applies to stablecoins.

Why @dwr and @varunsrin made an explicit choice to not lean into politics with @farcaster_xyz: