Joey

@bags

719 Following

591 Followers

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Have loved your videos forever. Welcome to FC, Patrick.

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Fair point. But consistently people I don't know or interact with.

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Almost all of these have a buyback component

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Last 30 day revenue numbers annualized. From Artemis.

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Compliance officer is my biggest enemy. Good thing she isn’t on Farcaster yet.

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Not financial advice...

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P/Rev multiples at crazy value if you care about fundamentals in crypto

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Won’t make it today, have a good time

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LA friends come to USC blockchain conference tomorrow!! Lots of good speakers. If there come say hi! Fight on!!! https://uscblockchainconf.com/

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Clanker team raking in cash. Very smart business move to take swap fees, instead of bonding fees like pump.fun.

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Virtuals - once the standout project on Base - is now essentially dead. Yesterday, there were zero new AI agent launches. However, the Virtuals team demonstrated foresight by diversifying their treasury beyond VIRTUAL tokens to include wBTC, preserving their runway and keeping a potential recovery on the table. I still firmly believe AI agents will be one of the breakout use cases for crypto this cycle, but the current frontrunners may not be the ultimate winners.

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A crypto driven sell off has happened from January 7th - February 19th. A macro driven sell off has happened from Feb 19th-Today. Really interesting sector and price breakdowns between the two.

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gm Silver tribe

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Very reflexive to momentum currently. Over time will shift more and more to a fundamentals driven market imo.

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As investors in all of these feel same way. Big disconnect between fundamentals and price across the board in crypto. Think ai16z and arc both positioned well with new launchpad and tokenomic upgrades.

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The type of content I like on Farcaster

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Crazy good business... if can scale past the DA and Settlement costs

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Financial breakdown for Base. Shout out Blockworks for the data. Onchain = transparency.

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