Just rated farcaster appcoins. You essentially buy Into founders early on.
Qr has a founder that created a great product, and shows a good mix of product improvements, quality comms, token incentive experiments and value accrual.
I wish other interesting appcoins with upside potential had the same founder energy. Clanker, DAU got good products but little token focus & marketing so far. Clankermon is good too but may need a few fixes to get towards adoption/pmf, more revenues until it’s worth gearing up the marketing.
farcaster.xyz/juli/0xab03ae2c
One of the earliest Paragraph writer coins launched by OG VC Fred Wilson (USV)
Farcaster Trading changed. Now we have a new Benchmark and it‘s about growing your $clanker ownership with every Trade
Pve. It’s buy the dip season on farcaster
Good farcaster meme. Could be a first runner for new clanker season
Thought the team is good and knows crypto well. Product is solid, they do partner with other builders but they ignore basics like building a user-investor community, setting up dau with Dexscreener, CoinGecko, promoting dau outside of farcaster etc.
Thought it’s an easy 3-10x. Dev was building fast, iterating well, incorporating feedback, improving the app and it became a better and better tool. It didn’t manage to get adoption yet or make meaningful revenues with the first 2 key features (dms, token gated chats). Dev went silent for 2 weeks and then didn’t want to further pivot and work towards pmf. In retrospective, should have sold a bit earlier.
I started building a higher Website and tested the embedded swap Widget.
Main focus is on new higher apps/initiatives & ecosystem-wide programs with the higher token as the core piece.
Put more thought into my higher website, higher token network, higher Strategies
Higher Strategy I (wip)
No ponzi, rather a Token Network you may wanna opt-in as a consumer, contributor, creator, partner, investor..
farcaster.xyz/juli/0xe17fab83