strange how he wasn't writing this op-ed when he was the one advising the current administration on AI policy

Silicon Valley Daily

Ben Evans annual presentation is always good food for thought.

Ben Evans annual presentation is always good food for thought.

https://www.ben-evans.com/presentations

Product

Why aren't there more compelling "consumer" crypto "apps"?

1. Up until recently, blockspace was expensive and slow. In the last year, that's no longer the case. Also embedded wallets / smart contract wallets / Passkeys will continue to make it straightforward to make any crypto app aware. On-ramp APIs are also much better (but still the largest point of friction for a pure consumer app).

2. It's 2024 — the consumer web is 30 years old and the modern smartphone era is almost 20 years old. Internet software is a mature industry. Obvious ideas (regardless of whether they involve crypto) are solved.

3. So if it's an existing idea + crypto, you usually getting, at best, a 10% improvement. It's not a 10x improvement. And if it's not 10x, you won't really get people many people to switch. (And for the last 2 or so years, crypto's brand association has been more negative, so if anything it's made a product overall worse from growth standpoint.)

Why aren't there more compelling "consumer" crypto "apps"?

1. Up until recently, blockspace was expensive and slow. In the last year, that's no longer the case. Also embedded wallets / smart contract wallets / Passkeys will continue to make it straightforward to make any crypto app aware. On-ramp APIs are also much better (but still the largest point of friction for a pure consumer app).

2. It's 2024 — the consumer web is 30 years old and the modern smartphone era is almost 20 years old. Internet software is a mature industry. Obvious ideas (regardless of whether they involve crypto) are solved.

3. So if it's an existing idea + crypto, you usually getting, at best, a 10% improvement. It's not a 10x improvement. And if it's not 10x, you won't really get people many people to switch. (And for the last 2 or so years, crypto's brand association has been more negative, so if anything it's made a product overall worse from growth standpoint.)

https://danromero.org/significantly-worse-or-non-existent.html

@TimshelXYZ which agent projects are your favorite?

in no particular order, and this is 200% just my take on the quality of the AIs and their provenance, not their associated tokens (NFA, DYOR, GTFO, etc)....

⊹ Project89 — worldbuilding is my catnip (@project_89 by @whyarethis)

⊹ CentienceIO - genuine vision (@centienceio by…

Timshel

List of AI agents x crypto

https://x.com/TimshelXYZ/status/1859840739766829326

crypto

Memecoin — pure meme + trading, no other utility (not necessary!)

???coin — meme + trading, but there's a "game" or utility

Degen, Tn100x, Moxie, Anon, 33bits all have a game

What do you call it?

Appcoin? Gamecoin? Utilcoin?

Memes

there's a lot of recent chatter about Frames, 
driven by FC team proposal for Frames 2.0

i'm uniquely positioned to opine on this:
-moxie has built the most used frames on farcaster, period
-we've built >1K pages of composable frames
-we've a full-featured transactional mini-app
-we've had over 3B moxie transacted in our frames (there's only 1.4B in circulation, so that's a lot)

I've long been advocating heavily for an upgrade to frames. V1.0 frames while easy to build are limited in functionality, tx's are clunky, are ephemeral and hard to get back to, and lend more to 1-click-wonders vs. rich apps. 

For FC to win, we need thousands of feature rich apps on top of the FC social graph

I've been reviewing the Frames 2.0 spec and the team nailed it! 

It enables:

1. feature rich apps on top of FC graph

2. deep integration into the overall UX

3. direct comms/notifs between apps and users

4. smoother transactions

5. cleaner feeds 

I'm bullish

https://github.com/farcasterxyz/protocol/discussions/205

Useful perspective from Jason. @moxie.eth has been the most popular frame on Farcaster for the last few months (by a lot).

Moxie is SocialFi. Follow @betashop.eth & @airstack for news! Official contract: link.moxie.xyz/contract

aesthetic

Why hire a marketing team when you can just 👀?

👀 👀 👀 

👀 👀 👀 👀 👀 👀

Founders

Attn: I will pay for you to do Yoga!


🧘🏼‍♂️ How it works:

1. 
Add 3 months of time for @loriann’s online yoga classes on @hypersub (frame below, ~$25/mo)

2. 
Practice at least 2 classes per week, and cast a quick note after each class in /onair (cc @tldr)

3. 
I will refund the subscription of 5 people who streak the whole three months of their subscription (if more than five, I will go based on who subbed first)


❤️ Why I’m doing this:

I want other people‘s lives to be more enjoyable and productive, and it’s hard to understand how yoga causes this til you try it. 

Additionally, creators like Loriann — who was one of my first yoga teachers in NYC — deserve to thrive on FC.

I am casting this in /founders  channel bc yoga is not a luxury for me, it’s a necessity. Without yoga, I don’t think I could be a founder — physical toll is too much.


Give yoga a shot! 🔥


https://hypersub.xyz/s/on-aironchain-1s8t1ngxgu0w0/1?referrer=0x7ad252facf5f1115b22ea0a4d63e8770573d78a2

ok i'm dipping back in from the trenches. this $anon stuff is p. cool (reached my groupchats lol)

sick work @slokh 

what do we build next...

LGTM 👍 
https://github.com/ai16z/eliza/pull/386

https://anoncast.org | anonymous posting for $ANON holders, powered by zk proofs | CA 0x0Db510e79909666d6dEc7f5e49370838c16D950f @anontokenbase

me: "do you own any clankers?"

their portfolio:

Is this market cap ranked list of the Farcaster-originated assets correct?

Dan Romero

@dwr.eth