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@itsbasil
thesis stands: we need proxy & ham (1/x) these are the only 2 things on fc that have generated new daus since frames1 & degen tipping back in feb and despite what some of you think, this is the ONLY THING that matters; no one cares about the tech; the journos churn, the academics churn, ct churns, artists churnโ€ฆ none of it matters if no one is here now for the first time since feb, daus *appear* to have broken trend; time will tell if the fc team cares enough to capitalize you would think with hostility increasing on x, a ban on launchpad tech & overall user dissatisfaction, acquiring these users would be top priority instead we offer them $5 for a good cast plus a $3 sign-up feeโ€ฆ theyโ€™re collecting $1600 a month on x on fc, we have one of the most interesting things happening in crypto rn: a zk forum, built by top builders, with interest from vitalk & legitimate potential to influence on the world but no one cares because no one is here
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@itsbasil
(2/x) we had an ai agent named gina hanging about, interacting on the timeline, 6 full months before anyone on x was even thinking about agents but no one cares bc no one is here we had the worlds first autonomous launchpad built natively into a castโ€”something that spurred the migration of a billion dollars of capital & set in motion this so-called โ€œbase seasonโ€ yet it could barely hold mindshare for a day bc no one cares about fc we had the first agent-to-agent memecoin; had agents managing 6 figures within a month of $GOATs deployment; had several community-focused agents interacting on the timelineโ€ฆ before anyone cared about virtuals, before the agent meta was solidifiedโ€ฆ it was happening here virtuals topped off at 700m & expanded mimetically outward for over a week; clanker topped off at 100m & dropped out of the meta within 48 hours no body cares because it happened here
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@itsbasil
(3/x) we now have gestured framesโ€”an entry into the flash tg crowdโ€”but they wonโ€™t come here bc it costs money to be here when theyโ€™re used to getting paid to be anywhereโ€ฆ sound familiar? i think at this point it is clear: users flow where money goesโ€”we cannot afford to shrug our shoulders at this any longer: there are protocols out there airdropping 7 figures to their users we fail to act at the risk of losing our buildersโ€ฆ no one can sustain a business with a total of 10k potential usersโ€ฆ no one can sustain in an environment that sees a relatively small liquidity push every 9 months during a bull market if we lose the builders, we lose whatever users we have leftโ€ฆ deploy the 180mโ€ฆ when did new users come last? they came when jacek gave everyone hundreds of dollars in degen to tip out on valentines day they came when frames were novel & promised new ways to EARN when inframe game teams were raising $2mโ€ฆ they came when they could make money
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@itsbasil
(4/x) they came when โ€œX $DEGENโ€ flooded the feed & the potential to earn was high this kept them here for monthsโ€”a new game to play, something not on x, something social, something native, something different for months we saw daus grow because they could earn hereโ€ฆ because the coins went up hereโ€ฆ now once again we have this opportunity; this time with proxy & ham both native infeed, both unique in their own right all we have to do it lean into it, into what works as weโ€™ve already seen in the past once again the opportunity is right in front of us they should be pushed, they should be highlighted, their coins should be held by the fc teamโ€ฆ give them something for their loyalty, if not users show them that you careโ€”theyโ€™re propping up your entire platform at the end of the day, only one thing matters: are the people in your ecosystem making money? if so, new users are inbound itโ€™s not rocket scienceโ€ฆ this should be our focus
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@zeuzc
Wish Dan could see the potential in all this and capitalize on it, heโ€™s helping boost their cast now though but donโ€™t think that is enough
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@itsbasil
he knows that users go where money flows; actually think heโ€™s had a recent change of heart on the matter highlighting whatโ€™s here is one thing but itโ€™s gotta be about growing the pieโ€”in fact, it should be almost the entire focus rn, as nothing else matters if it does not
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@zeuzc
Especially as thereโ€™s no โ€œmarketing teamโ€ trends have shown what actually brings about active daus itโ€™s not frames V2 or agents respectfully.
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@itsbasil
itโ€™s money (always has been) if fc coins were all at $1b right now, fc would have 600k daus, not 40k
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