Conspiracy: Farcaster buys Bracky, gets Licensure, and goes head to head with Polymarket

Caught up with Jonny Mack today. I’d really missed him around here but sensed he was on a hero’s journey in the wilderness of building and was happy for him. He’s re-emerging with treasures, and what he’s cooking solves a hair-on-fire issue for the Bracky team 👀 Excited that the next year is going to allow us to work together and win together. Fun Monday.

Bracky action

@bracky Buy 33K $BRACKY Vanderbilt in 2025 CFB Playoff Race on Bracket

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what we saw this weekend is just the beginning of appcoins clanker unlocked something unique - it got builders to experiment and clank their apps. now we’re seeing $bracky, $betr, $qr, $noice, and more that’s also why i started building @checkr and experimenting with $checkr - giving holders premium insights on when to get exposure to tokens based on social data the goal’s simple: show how feed activity turns into onchain action. with more appcoins launching, we need one place to track where attention goes

from appcoin szn to appcoin era that’s the takeaway from clanker pnkstr betr qr bracky tipn et al onchain apps with onchain coins tied to onchain revenue & fees the appcoin era is now

Picked my spots to bet on with $Bracky during Week 8 of the /nfl ~1M $bracky profit (~$250), not bad for having a fun Sunday watching football with @bracky

Heya folks 👋 Merkle proof for Season 5 & 6 winners is now live on FML! 🏆 As always, the data’s in, the logic’s settled, and the results are locked 🔒 Season 5 🥇 @edwardabe — the king stays king, backing himself once again as the sole predictor 👑 🥈 @supertaster.eth — pulling in a tidy mix of manager share + prediction with @meshki.eth clutching the call for some sweet $BRACKY 🍬 🥉 @tatakae — first time on the manager leaderboard! @chukwukaosakwe comes through with the prediction assist 🎯 Season 6 Fun fact: only 5 participants this round… high odds, big bags 💰 🥇 @milob — first place secured thanks to @kmacb.eth with the clutch prediction 🧠 🥈 @edwardabe — again?! this man doesn’t stop winning. 🥉 @je11yf15h — another podium finish with @chukwukaosakwe backing the call 🙌 Commentator Notes: - @lorenzo-007 came in as the community hero, sponsoring the season with a massive 120,000 $BRACKY — absolute legend 💎 - @freymon.eth forgot to hit the prediction button… and it cost him $14 and a silver-tier finish 😭 A reminder: a lot of managers are scoring points but missing out on rewards because they don’t predict. You can’t win if you don’t play! 🎲 And yes, @edwardabe is now just shy of $100 in total earnings. Someone stop this man. Actually, no — believe like Abe. 🦁 All snapshots, final standings, and Merkle manifests are available under each season’s IPFS link. Well played everyone 👏 We go again next gameweek — new round, new odds, same beautiful chaos ⚽

🐝🐝🐝 Get you some honey while you still can. $BNKR $BRACKY $BETR

dan just said “$bracky or $bnkr or $betr” live on @gmfarcaster Killer B’s undefeated 🐝

🏆 I just claimed 28,436.6625 BRACKY from Season 5! Enter for next week and try to win your share! ⚽️

Impermanent loss is such a misleading term. People hear “loss” and think it means they lost something. I will try to explain it in stoners terms: Impermanent loss is just the difference between the profit you would have made if you had held 1 asset instead of the 2 required for a liquidity pool. (Single sided LP not included) Example: Let’s say you provide liquidity for Bracky by depositing 20M Bracky and 1 ETH. As the price of Bracky increases, it takes less Bracky to make 1 ETH. Impermanent loss is the difference in profit you would have received if you had converted that 1 ETH from the original LP into Bracky. Because you didn’t, you “missed out on the profit you would have received from only holding Bracky.” That’s all impermanent loss is. Another way to think about it is that impermanent loss is just the profit you missed by selling a token early. If you sell Bracky at 25M MC and it goes to 50M MC, you have impermanent loss because you could have sold for 2x as much. As you can see, it’s not a loss. It’s just a difference in profit. (None of this factors in concentrated LPs which are an entirely different beast that I will tackle in another post.)

Here is my @brnd podium : 🥇Bankr - @bankr $BNKR And 🥈Minted Merch - @mintedmerch $mintedmerch And 🥉Bracket - @bracketgame $BRACKY

Somehow lost the link for this one but…. I claimed 189,194 $BRACKY from Season 5 of the FML!!!!!

Bracky x Pepper is going to be so awesome. 🎫🏟️