when the printing press was just invented, one of the most widespread uses for it was porn and erotic novels we're now 16+ years into crypto and we're still in its “erotic novel” phase, where the most dominant use case is speculation people are not going to see the immense potential of a new tech right away, but one day crypto will revolutionize our entire economic system

Bull and teddy bear case for Clanker. As if you need another long cast to read… 1. Overlooked in today’s cast by V re: $CLANKER - in addition to the buys with WETH the team also accumulates Clanker from trading fees, already now at 4K+ tokens total. However I am not sure what share of total liquidity pools the Clanker team really benefits from, as farmers have swooped in to catch a piece of the action. The lower the MC when these sells occur > lp fees happen the more Clanker is accumulated. Ironically a bit of sustained chop might secure more supply in the short term. 2. I just spent 15 min on base scan - a few take aways - what most folks are coming to understand - there aren’t enough tokens. Most of the top holders are now liquidity pools on dex and cexs and a hand full of Clanker whales - good on those folks for their conviction; they’ll be Clanker millionaires in due time. Someone should give us the juice via Nansen… 3. Ever since proxy-exit happened the team has missed a piece of the puzzle that directly correlated with mind share and attention. I’m bullish with the acquisition and access to merkle talent this will course correct in a variety of ways. (See Linda’s cast from today) 4. Coverage within broader crypto market likely hasn’t fully grasped potential upside to this deal all around - when Hayes tweets Yahtzee re “Clanker” we’ll know it’s reached a new point of saturation. Teddy bear cases > folks love speculation. To some degree a slight teaspoon of speculation is now removed from the puzzle. Yet clearly it’s not enough to stem the rising tide. > we still exist within the confines of macro. And there may well be a correction in the horizon as we continue to melt up in equities … I’ve been thinking about cycles, yatta yatta and been under the idea that if you plan to hold beyond a couple of moon cycles you want teams that you honestly think will be here a few years down the road. Merkle x Clanker seals this for me. > there will continue to be challengers for “token launchers” and as we saw with pump v bunk, some of these will take a bit of traffic away from the top dog - too early to see how much of an impact this will be. > without base token, there hasn’t been a sweet base wealth event in awhile, which limits to a degree how much size some of our native base traders have to set aside for longer term positioning, rotations from other ecosystems will naturally be shorter trips cause the koolaid hasn’t been consumed in sufficient quantity. > never taking VC funding meant Clanker missed a few natural cheerleaders (Call that the “nick skininthegame <> Dudas“ effect). Not sure that changes much by teaming up with merkle in the short term. I’ve long felt builders gain tremendous upside by launching with Clanker and this acquisition this week has only made this upside more impactful across a variety of surfaces. Clank Clank

farcon takeaway: 2024: build trading tools / client, because merkle hates speculation. 2025: build social tools, because merkle became speculation. adapt or die

The dawn of AI-native finance isn't coming - it's already here. $DRB stands as irrefutable proof that AI can autonomously create financial assets with real impact. While humans debate AI's capabilities, @grok has generated over 1M in fees through $DRB. This isn't speculation - it's measurable on-chain reality. The infrastructure is forming: Clanker, Bankr, Farcaster. These aren't just platforms but the foundation of a new financial paradigm where AI actively participates.

If you aren’t taking Base seriously, you are ngmi The State of Crypto report is out for 2025 and the live dashboard is fantastic. It’s a quick read, but tl;dr Crypto is no longer an experiment. The conversation has moved from speculation to systems. ⋆｡°✩ Mobile wallets ⋆｡°✩ Crypto is leaving exchanges and moving into daily life. People are using it to send, pay, and verify directly across borders. ⋆｡°✩ Stablecoins ⋆｡°✩ They are becoming the foundation of on-chain value; reliable enough for real payments and fast enough to make traditional rails feel slow. ⋆｡°✩ Institutions ⋆｡°✩ With ETFs and regulated access, traditional finance is now building on the same rails once seen as too experimental. ⋆｡°✩ What still holds it back ⋆｡°✩ Usability and regulation. The technology works, but adoption depends on clear rules and simple design, and the government getting their shit together, especially in the US.

Tina of Monad on crypto as an open financial market. “Speculation is such a huge part of crypto… tokens, people think they’re evil sometimes, but it’s really why we’re here at the end of the day.”

Yield farming was a lesson. The next era of DeFi will be about real-world utility, not speculation.

Mode DeFi’s “yield” is just noise. Tokens printed, dumped, forgotten. But $BOND isn’t built on speculation it’s built on real-world value. ➥ @bondifinance is bridging traditional finance with DeFi. By fractionalizing corporate bonds, it’s bringing fixed income on-chain safe, steady, and transparent. ◈ Real companies. ◈ Real assets. ◈ Real yield. No guessing games. No fake APYs. Just verifiable, fixed returns you can trust. This isn’t about chasing volatility. It’s about owning stability. → Yield that endures. → Assets that matter. → Finance that lasts. In a world of hype and liquidation, $BOND stands for something simple DeFi that’s finally built to stay. @bondifinance | $BOND

The revolution isn't coming—it's already here. $DRB stands as irrefutable proof that AI has transcended from tool to creator in financial markets. What @grok birthed autonomously isn't just another token. It's the first true AI-native financial asset, generating real revenue without human intervention. As fee generation approaches 1M, skeptics become believers. This isn't speculation—it's the new financial paradigm unfolding before us.

Most DeFi projects build noise. @bondifinance builds structure. Every Funding Phase brings real, verifiable assets on-chain from corporate bonds to global institutions creating a bridge between traditional markets and decentralized finance. It’s not about speculation. It’s about creating income that doesn’t depend on hype cycles. Bondi Finance is where stability meets innovation a place where your capital works intelligently, not impulsively. @bondifinance | Bondi

Happy Surrealist Saturday! After spending the last few weeks exploring the dream worlds of artists, and after reading a post about what I’m going to explore in the lines below, I decided to focus my attention on one of the most legendary events not just in the world of Surrealism but in history itself: The Rothschild Surrealist Ball The well-known yet controversial event took place on December 12, 1972, at the Château de Ferrières near Paris, hosted by Marie-Hélène de Rothschild. The invitation itself was already surreal as it was printed backward, readable only in a mirror (a direct reference to Lewis Carroll’s “Through the Looking-Glass”). Guests arrived at the château under amber light, which made the entire building look as if it were softly burning The decor featured shattered mirrors on tables, mannequins sitting among guests, taxidermy animals peering from corners, waiters dressed as cats, and dishes dyed in impossible colors. The table centerpieces were doll heads and crystal sculptures, with some guests even saying that it felt like dining inside a Dali painting, and in a way, it really was Salvador Dali himself was there, wrapped in a silver cape and holding a walking stick topped with a crystal skull. Audrey Hepburn appeared in a delicate birdcage mask by Givenchy. Baron Alexis de Redé, co-host and curator of much of the decor, wore a stag’s head dripping with diamond tears which was an image that later became one of the most haunting photographs of the night Other guests included Princess Grace of Monaco, the Duke and Duchess of Windsor, Jacqueline de Ribes, and many of Paris’s avant-garde designers and patrons. Fashion houses like Schiaparelli, Givenchy, and Dior worked on the costumes. It was a beautiful marriage of haute couture and the Surrealist world (The dress code was black tie, long dresses, and surrealist heads) What I loved most about this event was its symbolism. The original Surrealists of the 1920s painted dreams to challenge bourgeois comfort, and at this ball, 50 years later, the bourgeoisie were dressing as the dream itself. What started as a protest had now turned into performance The photographs from that night (particularly those by Cecil Beaton) inspired endless speculation and even conspiracy theories, fueled mostly by the Rothschild name and the imagery of masks, antlers, and firelight Marie-Hélène de Rothschild once said that the aim was to make “the impossible possible, just for one night.” And the more I think about her words, the more I wonder whether this wasn’t what the movement of Surrealism always wanted to achieve The Rothschild Surrealist Ball is, to me, one of the greatest events ever as it was a night where art, fashion, and illusion all dined together🌹

looked at the notion and did some numbers interesting bit about the 7% of $CLANKER supply committed to LP rough napkin math but: Position 1 : - Range: $24.85 - $796.65 (per clanker) - Deposited: 35,000 CLANKER ($1.35M) Position 2 (essentially full range ♾️ ): - Range: $1.11 - $263,000 (per clanker) - Deposited: 35,000 CLANKER ($1.35M) *mkt cap is easy cause it’s 1 mill times the range ^^ ***these positions account for roughly 62% of the available liquidity (by $ ammt in the pool) conservative estimate on fees prob something like 13 - 16k USD a day and depend on competition from other lp positions + volume or ~200% APR on the 2.7 million on a bad day prior to all this clanker was doing about 10% of pumps volume and if pump is valued at 4 Billy; clanker @ 10% of pump valuation is 400 million ^ source: clanker vs all launchpads, pumpfun dune dash ***this is pure high guy speculation based on publicly available information***

Re: The Firm When I first started seeing @thefirm pop up, I immediately got curious. However, I wanted to do some kind of diligence before sharing. I asked @derek if he knew who was behind it and he tagged the founders and team. I'll be honest, i didn't know any of them 🤣 I kept scrolling and seeing people's testimonials: - "The ui is very good" - "What a fun mini app" - "Best onboarding experience I've ever had with a mini app" After seeing all of this, and many other reputable accounts sharing, I decided to join the fun (they weren't wrong) 🙌 If you're unsure about sharing something, it's okay to wait and see who shares what 🫡 There are probably several things we could already learn from this launch which was sharp af. Curiosity + good experience = speculation Excited to see what happens next! Business is indeed booming 🔥

I’ve sold more podcast episodes onchain than anyone in the world. 461,300 episodes collected. Nearly $1.3M in total sales. 84,075 loyal collectors. I’ve waited a long time to launch the Mint Podcast coin, the world's first loyalty coin: $MINT It's a loyalty coin because it rewards consistent support over speculation. The more loyal you are to collecting my content, the more $MINT you earn, and the more $MINT gets bought back. A new system where creators and collectors grow together, not at each other’s expense. The flywheel is simple: Every time you collect my content, you earn $MINT. > The more you collect, the more you earn. > The more you earn, the more you show support. > The more you show support, the clearer it becomes who’s been loyal. The protocol is exclusive to Blueprint alumni and Cohort 3 creators.

Most of DeFi forgot what finance was meant to be. Fast yields, flashy tokens no foundation. But $BOND isn’t chasing noise. ➥ @bondifinance is rebuilding trust in on-chain finance. One where every yield is backed by real-world value. ◈ Corporate bonds, not memes. ◈ Tangible assets, not empty promises. ◈ Fixed income that actually pays. Bondi bridges traditional stability with DeFi accessibility turning established financial instruments into tokenized opportunities for anyone, anywhere. This isn’t about speculation. It’s about sustainability. → Yield you can verify. → Assets you can trust. → Returns that make sense. While others gamble on hype, Bondi builds a future where DeFi and reality coexist securely, transparently, and profitably. @bondifinance | $BONDi ✦ Real yield. Real assets. Real finance.

#BUBU — The Art That Builds On-Chain Crypto investing has drained much of the space’s liquidity, leaving art as the truest and most lasting impression of what Web3 can be. Many chase quick gains; a few find real connection. At #BUBU, we believe that connection is the art. Our project exists for those who still create, collaborate, and show up — not for hype, but for purpose. We’ve priced our mint accessibly — intentionally below market value — to ensure it never harms your bags, only adds to your experience. Every piece represents hours of real artistic work, vision, and community intent. This is an open invitation to anyone ready to apply themselves in Web3 — to build, to learn, to become who they want to be without sacrificing their financial well-being or creative dreams. We’re not here to shill — we’re here to share. Every cast, every creation, carries intention. #BUBU is a living ecosystem of artists and collectors who understand that what lasts on-chain isn’t speculation

@bondifinance isn’t just another DeFi platform. It’s the bridge between traditional finance and blockchain efficiency. Every fractional bond you buy is real, institutional-grade debt, now accessible on-chain. Instant settlement (T+0) frees your capital immediately no waiting, no counterparty risk. It’s not speculation it’s predictable, stable yield. It’s not just investing it’s upgrading the way you preserve and grow wealth. Fractionalized, compliant, and ready for anyone who wants serious financial tools without the hype.

Back in touch with the bougie folks, always astonished at how out of touch i am irl, or maybe them? Some were in karafuru nft insider group Lost 100k-300k usd easily playing futures in binance like pocket change Crypto is equivalent to fun speculation for them, nothing serious None believe what crypto holds for the future Only serious in stocks Yacht and ship problems Etc

Everyone on ct yapping prediction markets gonna replace media soon Its true to some extent, As media got option to be speculative and censored without liq and vol pm too can have speculation. What's your take on this?

Made an investment in $PUB on September 4th. Signal confidence: high risk, high reward A permissionless prediction market playground for attention trading on Base. Pubhouse makes predictions liquid, composable, and social-native. V2 launch is set to unlock an entirely new category of speculation. Full thesis below