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This week we’re highlighting Farcaster’s Clanker acquisition, Pandemic Labs’ explosive Season 2 launch, and Blueprint’s expansion of the creator Loyalty Coin economy.
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The headline from Farcaster Dev Day was the acquisition of Clanker, which has generated significant excitement as a key catalyst for advancing the app coin meta on Farcaster. This strategic move boosts Farcaster’s efforts to integrate economic incentives tightly with social identity to foster a robust ecosystem of in-house mini-apps and app coins.
The event also showcased the Farcaster wallet, designed to enhance user stickiness by simplifying wallet interactions like minting, tipping, and app participation, enabling a seamless social-economic experience onchain.
Today we shared our detailed thesis on Pandemic Labs’ $VIRUS and $WEED, with Season 2 of their most recent game Addicted going live today. The game integrates an innovative fusion of onchain social gaming and community dynamics. Season 2: Cartel War continues to build on this foundation, with competitive team mechanics, deflationary tokenomics, and emergent narratives that keep player communities deeply engaged.
$WEED, the token used for in-game purchases, is now even more scarce, has lower emissions, and even higher burn rates. Today the burn rate skyrocketed alongside the launch of Season 2, with around 1M $WEED has been burned today alone.

Last week, Blueprint launched its first Loyalty Coin $MINT, the Loyalty Coin associated with Mint Podcast. The token introduces a novel flywheel for creator ecosystems, where users are rewarded with a creator’s Loyalty Coin when they collect their content. 60% of content sales are used to buy back the creator’s token.
This week, the third season of Blueprint kicks off, featuring new creators and Loyalty Coins that will be featured across platforms like the Base app.
POLY Token - Polymarket’s CMO announced a utility-focused POLY token and airdrop after its U.S. app relaunch. They’re seeking new funding with possible valuations up to $15B.
Kalshi $10B valuation - Kalshi is reportedly exploring a valuation near $10B as it seeks growth funding and regulatory clarity in the U.S. market.
Pump acquires Padre - Pump has officially acquired the wallet platform Padre in a strategic move to expand its onchain payments and social spend offerings.
MegaETH initial coin offering - MegaETH’s ICO drew over $150M in bids within 30 minutes, making it 3x oversubscribed at a $3B FDV.
FalconX Aquires 21Shares - This move is expected to accelerate adoption among traditional finance players, leveraging FalconX trading infrastructure and 21Shares’ crypto ETF expertise.
As onchain ecosystems mature, we’re seeing social identity, creator economies, and financial infrastructure interlock more tightly than ever. The next wave of crypto isn’t just being built - it’s being lived.
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The social + onchain convergence is accelerating fast — identity, gaming, and creator economies are no longer separate lanes but part of one living ecosystem.