The Fed cut 25 bps, and the market mostly had it priced in. My read: we probably drift higher into early next week as the dust settles, but position sizing still matters. It has been quieter on Farcaster with everyone flying back from Basecamp, yet Crypto Twitter lit up with two big launches: Syndicate and Aster. Syndicate became the first token to debut on Aerodrome’s launchpad, which is a huge statement for Base. Aster launches its token and is positioning itself as a Hyperliquid rival on B...

The Fed cut 25 bps, and the market mostly had it priced in. My read: we probably drift higher into early next week as the dust settles, but position sizing still matters. It has been quieter on Farcaster with everyone flying back from Basecamp, yet Crypto Twitter lit up with two big launches: Syndicate and Aster. Syndicate became the first token to debut on Aerodrome’s launchpad, which is a huge statement for Base. Aster launches its token and is positioning itself as a Hyperliquid rival on B...

Good morning, Farcaster. New week, new catalysts. The FOMC meets this week to decide on interest rates, which matters for crypto because easier policy lowers funding costs, lifts risk appetite, and can push more liquidity on chain. Many of you are also at Basecamp in Vermont, so watch for surprise launches.

Good morning, Farcaster. New week, new catalysts. The FOMC meets this week to decide on interest rates, which matters for crypto because easier policy lowers funding costs, lifts risk appetite, and can push more liquidity on chain. Many of you are also at Basecamp in Vermont, so watch for surprise launches.

As if the week could not get any weirder, it did. The broader crypto market is up, but CPI prints today as this drops, which likely swings rate‑cut odds for next week. Translation: we either go up or we go down, fast. Farcaster has been a bit quiet, but here is what moved.

As if the week could not get any weirder, it did. The broader crypto market is up, but CPI prints today as this drops, which likely swings rate‑cut odds for next week. Translation: we either go up or we go down, fast. Farcaster has been a bit quiet, but here is what moved.

Here is the big one. Base says it is beginning to explore a network token, and in crypto “exploring” usually means the train has left the station even if no timetable is posted. If Coinbase the company has $COIN, there is a tidy symmetry to Base the network eventually having $BASE. Call it the “coin everything” ethos meeting first principles: if you believe tokens are native to the internet and align networks, then the network that onboards the next wave should probably eat its own cooking. J...

Here is the big one. Base says it is beginning to explore a network token, and in crypto “exploring” usually means the train has left the station even if no timetable is posted. If Coinbase the company has $COIN, there is a tidy symmetry to Base the network eventually having $BASE. Call it the “coin everything” ethos meeting first principles: if you believe tokens are native to the internet and align networks, then the network that onboards the next wave should probably eat its own cooking. J...

Big day. The Fed is poised to announce a rate cut (or not, but I think they will), and markets can snap either direction on the headline and press conference. Either way, it is a good moment to zoom out. We have been deep in the Farcaster bubble, so today I am widening the lens and will start tracking a few things beyond our usual loop. Let us see what is shipping, what is raising, and what is worth testing.

Big day. The Fed is poised to announce a rate cut (or not, but I think they will), and markets can snap either direction on the headline and press conference. Either way, it is a good moment to zoom out. We have been deep in the Farcaster bubble, so today I am widening the lens and will start tracking a few things beyond our usual loop. Let us see what is shipping, what is raising, and what is worth testing.

GM and happy Friday. Quick pulse check before the weekend: Degen reported a loss from a personal device attack, so take a minute to review your own security hygiene. Markets are bullish heading into next week’s FOMC; keep risk sized and your keys safe.Degen Reports Loss From Personal Device Attack Rough morning for the team: a personal device attack led to roughly 500,000 USD lost. If you have not lately, revisit your OPSEC. → Read the post Bracky: How New Markets Will Drop Bracky says new ma...

GM and happy Friday. Quick pulse check before the weekend: Degen reported a loss from a personal device attack, so take a minute to review your own security hygiene. Markets are bullish heading into next week’s FOMC; keep risk sized and your keys safe.Degen Reports Loss From Personal Device Attack Rough morning for the team: a personal device attack led to roughly 500,000 USD lost. If you have not lately, revisit your OPSEC. → Read the post Bracky: How New Markets Will Drop Bracky says new ma...

The Tea, Served HotToday took a hard left. Two of the biggest projects building on Farcaster, Rainbow and Clanker, just turned the timeline into a boardroom. I will try to be fair here. I use Clanker, I hold some $CLANKER, and I have used Rainbow. Below is a clean timeline and what it could mean for holders, builders, and the broader Farcaster economy.

The Tea, Served HotToday took a hard left. Two of the biggest projects building on Farcaster, Rainbow and Clanker, just turned the timeline into a boardroom. I will try to be fair here. I use Clanker, I hold some $CLANKER, and I have used Rainbow. Below is a clean timeline and what it could mean for holders, builders, and the broader Farcaster economy.

At the last day of September, I woke up. It is finally time for October. Big plans, big ideas, big month. It is the final quarter of the year, and the question lingers: is the prophesized Uptober true? Will we finally see all-time highs in crypto this quarter? Most people say yes, and the signs are lining up. We will see. Farcaster: Referral Rewards Invite friends and earn when they trade.Friends sign up free with your linkYou get 20% of their trading feesThey get a 20% discount on their trad...

At the last day of September, I woke up. It is finally time for October. Big plans, big ideas, big month. It is the final quarter of the year, and the question lingers: is the prophesized Uptober true? Will we finally see all-time highs in crypto this quarter? Most people say yes, and the signs are lining up. We will see. Farcaster: Referral Rewards Invite friends and earn when they trade.Friends sign up free with your linkYou get 20% of their trading feesThey get a 20% discount on their trad...

Happy Friday. Markets dipped but I remain optimistic about where the future of finance is headed. The past few days felt a lot like early 2021 again: risk on, active bidding, and back‑to‑back launches across Base, Binance, and beyond. People are already speculating on MetaMask, OpenSea, and Base token. Wen Farcaster token? We will see. I am also noticing crypto content break out beyond X and Farcaster, which is a good mainstream signal. Could it also be a near‑top tell? Maybe, but I still thi...

Happy Friday. Markets dipped but I remain optimistic about where the future of finance is headed. The past few days felt a lot like early 2021 again: risk on, active bidding, and back‑to‑back launches across Base, Binance, and beyond. People are already speculating on MetaMask, OpenSea, and Base token. Wen Farcaster token? We will see. I am also noticing crypto content break out beyond X and Farcaster, which is a good mainstream signal. Could it also be a near‑top tell? Maybe, but I still thi...

Bloody hell. Markets flushed around 2 AM EST with roughly 2 billion USD in liquidations reported so far. Can the dev fix this? I thought we signed up for a bull market. Jokes aside, I am still optimistically bullish on the future of finance. I want to come back to this note in a few weeks because the price action looks disconnected from sentiment. Pico bottom or another leg lower first? Maybe choppy for a bit, but I think the worst is probably behind us and higher highs are on the horizon. On...

Bloody hell. Markets flushed around 2 AM EST with roughly 2 billion USD in liquidations reported so far. Can the dev fix this? I thought we signed up for a bull market. Jokes aside, I am still optimistically bullish on the future of finance. I want to come back to this note in a few weeks because the price action looks disconnected from sentiment. Pico bottom or another leg lower first? Maybe choppy for a bit, but I think the worst is probably behind us and higher highs are on the horizon. On...