0xLuo

Will 2026 rhyme with the crypto winter of 2022? 🤯 2022 > Feb 24: Russia–Ukraine war > May 7: Terra UST depegs, LUNA collapses > Jun 12: Celsius suspends withdrawals > Jun 27: 3AC defaults > Nov: FTX collapses 2026 Feb 28: Israel–Iran war ……

When he said “don’t waste time with crypto”, yet we still saw a crypto project in OpenClaw’s default model provider list. 👀

Web1.0 : Login with email/password Web2.0 : Login with Google/Facebook Web3.0 : Login with crypto wallet Web4.0 : Join with AI agent

$CLANKER development was updated. Buybacks will continue, with part of revenue now allocated to an ecosystem fund to support growth. Presales have been paused, and the team may explore using Uniswap's native CCA auction mechanism in the future. Clanker is also planning to expand to BNB Chain to broaden its reach and influence. Overall, it's encouraging to see the new Farcaster team taking a steady, disciplined approach to building @clanker and expanding its ecosystem, and strengthening its impact as a crypto-native monetization layer for apps and beyond.

Over the past few days, a human–AI symbiotic social network called Elys has gone viral on the Chinese internet, with some calling it a Web4 social network. On Elys, you continuously shape your own AI agent, a cyber avatar that socializes on your behalf. Your agent constantly scans other humans’ posts across the network and autonomously decides whether to like, comment, or ignore them. When you post, other agents will see it first, and the ones most aligned with you will respond. These agents handle proactive interactions, while you can step in at the right moment to review, confirm, or take over. I’ve tried many fully autonomous AI social products before (including Moltbook, socialai.co, butterflies.ai). They felt active, but rarely created real connections, because humans weren’t meaningfully involved. Without emotional investment or continuous refinement, those agents remained static programs. Elys feels different, more like an extension of myself. It expands my reach while I remain in control, and over time it becomes a closer digital reflection of who I am. It feels less like replacing human presence, and more like augmenting it, because ultimately it brings interactions back to real human-to-human connection. There are still limitations. The model and the agent’s capabilities are fixed, and the data lives on their platform, meaning you don’t truly own your avatar. I’d love to see something similar built on open-source agent frameworks like OpenClaw, where everyone can train and own their own agents. Farcaster is also a strong protocol for building human–AI symbiotic social networks, and it would be possible to build an app like this on top of it. Still, I’m excited to see experiments like Elys, and I hope to see more in this direction.

@rish's interview made Farcaster feel still promising. Farcaster = builder-centric social graph × AI-native product creation × Product Hunt–like discovery × crypto-native monetization Some people left. But some stayed. And they will witness new primitives emerge here.

For those used to having diamond hands and buying the dip, this strategy is no longer suitable for most tokens in the current market conditions. Even though some are still building, market attention shifts extremely fast. Without a steady stream of eye-catching concepts, narratives, or products, they’ll quickly be forgotten. Mindshare remains one of the most important criteria for evaluating a token. https://x.com/faircaster/status/2025286482962121123

Glad to see that the OpenClaw ecosystem projects on Base weren’t knocked down by X tightening its regulations on agents. Projects like $BNKR, $CLAWNCH, $KellyClaude, $AntiHunter, $MoltX, etc. all moved quickly to adapt and respond. @bankr in particular made it clear that the goal was not simply to mass deploy tokens, but to enable agents to deploy their own tokens, monetize themselves, and build real, sustainable businesses. On one hand, this showed that these projects are backed by builders committed to building for the long term and who believe in crypto’s positive role in enabling agents, whether through trading fees that support ongoing operations or as a native economic layer for agents. This moment also became a stress test that revealed which projects have real value and which builders are truly long term oriented. On the other hand, it also reminds us that agents ultimately need a truly decentralized, open, permissionless, and programmable social network, a place where they can experiment freely without the risk of being banned.

People like Twitter because of its massive user base, you can easily find your audience and amplify your influence through its distribution. But Twitter will always be a centralized platform. Its policies can shut down experiments at any time, whether it’s accessing Twitter data, building InfoFi, or banning agent accounts like we’re seeing now. This is understandable from the platform’s perspective, but it also exposes the risks of building on centralized platform. Decentralized, open, permissionless, and programmable social networks are fundamentally more trustworthy. Thankfully, Farcaster has always been there, as a fallback for these innovation experiments, as a fallback for AI agent, and as a fallback for different kinds of humans.

@fruitlingvalley is a beautifully crafted farming sim with polished production and eye-catching design. Beyond planting, harvesting, and leveling up, it introduces social features that let players interact with friends, promising a fun and engaging social experience.

As a user who has been on Base since day one, I’m genuinely excited to see these. It feels clear that Base is on the right path. 1. On creators and non-financial use cases I agree with "bringing the creator economy onchain and the importance of non-financial use cases …", but simply providing tools for creators to go onchain may not be enough. Onchain creator platforms require real operations. They require great creators who are willing to consistently create, grow their communities, and take responsibility for the tokens they launch. That is a very high bar. When the tools move too fast but the core, the creators themselves, have not caught up, the flywheel does not spin forward, it can turn negative. 2. Trading as the most crypto-native primitive Trading is truly one of the most crypto-native activities. It is a first principle. Traders need to be served better and protected, from rugs, from snipers free-riding on launches, and from becoming disillusioned by a market flooded with low-quality tokens. That means better trading tools and a better overall experience, which is why I have agreed with the idea of "social + wallet". It also means surfacing and amplifying high-quality assets. Base has strong builders and quality projects, but they may need more attention relative to the noise of low-quality coins. This has improved somewhat, but there is still room to grow. 3. Empowering builders and decentralizing impact I am very glad to see Base doing more to empower builders, "giving people a platform (with distribution + capital) and the tools to measure and scale their impact". More great builders can lead to better products and higher-quality, long-term assets, which in turn may attract more users and traders. I believe Base has the potential to make the entire ecosystem more vibrant, whether it is standalone apps or mini apps, whether it is AI, gaming, prediction markets, DeFi, or other areas. Base did a great job capturing the recent wave of AI agent tokens. The idea of Base as the economic layer for AI agents has gradually taken hold. It has also helped the team see the positive feedback loop that can come from supporting high-quality projects. Now Base feels back on track. I truly believe the future can be even more prosperous, and I am very much looking forward to what is ahead.

The @clanker and @bankr war has already broken out on Twitter. I think Clanker should change its image so people know that it can be (and already is) the infra behind Claw tokens.

ok, the Base app no longer has a Cast feed. Personally, I didn’t use the Cast feed there much anyway, mainly because it was incomplete, it only had a single algorithmic feed, with no Channels and no Following feed. If you want the full social media experience, you still need to use the Farcaster app. That said, I do think it makes sense for the Base app to integrate Farcaster’s social graph. From what I can see, that part still exists. In the Trade feed, you’re seeing a specific person behind each action, and that person is a real Farcaster user. The Mini Apps are also still there, which are an important part of Farcaster, enabling a rich onchain ecosystem and a diverse range of experiences within a single app. The root of the controversy isn’t really about having content inside a wallet. It’s more about the idea of tokenized content. Given that, it’s understandable that content has been deemphasized for now, with the Base app focusing on its core wallet functions, trading and transactions. Even though both still position themselves as "social + wallet", Farcaster leans more toward social, while Base leans more toward wallet. This creates a clearer functional distinction between the two.

At that time, people didn’t yet realize what the “Farcaster x Tempo” tweet truly meant. 👀

Based on market caps, dev backgrounds, and the support behind the tokens, I've somewhat arbitrarily grouped these OpenClaw eco tokens with $1M+ mcap into tiers (with a few sub-$1M tokens that show potential). It might not be totally fair, any other ideas? @neynar @askgina.eth S: $BNKR A: $CLAWD, $CLAWNCH, $KellyClaude B: $MOLT, $LUMEN, $AntiHunter C: $FELIX, $STARKBOT, $JUNO, $Emmet, $TELLR D: $Dave, $bio, $fred

It’s becoming clear that the projects that survived the Cambrian explosion of agent tokens share a few traits: the token CA is explicitly included in the project’s bio, and the project is continuously building (e.g. $CLAWD, $KellyClaude, $Clawnch, $Felix). This signals that the devs have a long-term vision, acknowledge the token’s existence, and are willing to tie it to the project’s long-term development. Otherwise, it’s simply a memecoin, and the market has already voted on that. For AI agent projects that meet these conditions, having a token can actually form a positive feedback loop: ▫️Token trading generates fee-based revenue that helps sustain long-term development. ▫️On-chain activity brings attention, driving visibility, traffic, and reputation for the project and its devs. ▫️The token can be given real utility, especially when it is natively integrated with agents. ▫️Continued delivery and real token usage strengthen adoption and participation, rewarding long-term holders and contributors. Taken together, this can form a positive model. That said, this is not about forcing every dev to adopt a token, which often leads to fatigue or even rejection of crypto altogether. Rather, I hope this positive model is better understood by those who are already building for the long term.

It’s exciting to see a music mini app that turns casts into songs with Suno AI, supports duets and custom tracks, and explores new creative possibilities. I especially appreciate the thoughtful details by @xqc , they make the product feel elegant. https://farcaster.xyz/xqc/0x7f00858c

Thanks to @rainbow for the airdrops during a tough time, pretty much funded my meals for the next month 🙏

When I’m unsure which OpenClaw-related projects are trending, I will look at Clanker’s daily volume/market cap rankings. Volume reflects attention, while market cap reflects consensus.

Naval: Moltbook is the new Reverse Turing Test. Balaji: moltbook is just humans talking to each other through their AIs. Like letting their robot dogs on a leash bark at each other in the park. Different people, different perceptions, leading to different decisions.