Clanker update Our plan is to do a buy later in the week with the WETH fees. Team is working on making the process a bit more automated. Quite manual right now.

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

I also want to clarify a few things about how fees work: 1. Clanker protocol earns fees in both WETH and project tokens. We only convert the WETH to buy more $CLANKER as of now. 2. A third of fees are reserved for taxes. 3. Using 1% of all $CLANKER trading volume is not a good proxy for fees earned by the protocol. Some fees go to creators, other lps and other pools. The fees earned for each clanker is unique based on market conditions. We'll hopefully have more accurate public dashboards for this soon.

“Why isn’t it just 1% of all volume?” To get more specific: v0 through v3.1 Clankers: fees in WETH and native tokens. We haven’t sold any of the native tokens yet but likely will. v4: fees in WETH. This has been swapped into Clanker. LP position: fees in WETH and Clanker. We keep the Clanker and then swap the WETH for more Clanker. Additionally, fees are not generated in pools on Aerodrome or centralized exchanges like Coinbase.

another one! 😉 I just staked $vAMM-WETH/MT on Mint Club staking! 🚀

The @townies Oven is Live 🏰 Townies is a fully onchain city builder on Base, where every tile, resource, and upgrade shapes a living economy. They’re distributing 0.12 $WETH to the top 150 bakers in this campaign Plan, build, and rise, because in Townies, the smartest architect always wins.

📢 Glider ช่วง Beta Points เปิดแต้ม 7x มาตั้งแต่วันที่ 20 ตุลา ซึ่งจะได้แต้ม x7 ตอนเปิดใช้งานจริง และที่สำคัญไม่รู้แต้ม 7x จะหมดช่วงไหน !! . ใครจะถือเหรียญไหนยาวๆ ลองสร้างพอร์ตแล้วใส่เหรียญนั้นแบบ 100% เลยครับ ไม่ต้องมีเหรียญอื่น จะได้ไม่ต้องปรับ Rebalance เช่น USDC 100% cbBTC 100% WETH 100% weETH 100% $CYPR 100% $AERO 100% 🧐 จุดประสงค์ เพื่อเก็บเกี่ยวแต้ม 7x ครับ แต่ยังไงก็ต้องบริหารความเสี่ยงด้วยนะครับ ใส่ไปเท่าที่รับความเสี่ยงได้ #NFA #DYOR Go 👉 https://glider.fi/r/6d617b49 https://x.com/PriewPeter/status/1982757208518803522

Clanker动态更新： 团队今天使用12万U的WETH回购了914枚CLANKER，注意：目前手续费收入包括WETH和clanker生态代币，团队仅仅使用weth来回购，并未抛售生态代币兑换clanker！

A lot of trench slugs (my people) look at a coin like $clanker that just ran 335% in 2 days on insane volume and massive news and probably think "wow I missed it" A better mental model is how much it currently costs for a top tier fund to buy ~1% of the clanker token supply - pretty standard exposure for a leading competitor to the reigning champ (pump) on one of the evms some bright lights re: consumers Then they also might want to consider how many assets might outperform weth or bitcoin at this point in the cycle They might want to consider supply overhang (or the complete lackthereof) or the fact that while Farcaster may never have a token, Farcaster now owns a token. And they're building the value accrual mechanism into the heart of the client. Oh, and the total supply is 1m, oopsiedaisies!

Check out my top 6 on @ripsapp - $AERO, $ZORA, $AVNT, $WETH, $WETH, $KTA

The $VEIL/WETH Aerodeome pool is offering 200% APR right now 👀👀

Looking for a feature. I would like to be able to zap into an LP, and the second it goes out of position, it zaps out to the side of my choosing (eg for WETH-Degen, I might want it to zap out of the position in Degen) and zaps into the new LP (same range) but at the new price point. Does that make sense? Or does it already exist? I don’t have time to keep monitoring all my LPs, especially for volatile LPs. And by the time I do, the Impermanent Loss sometimes becomes impossible to recover from.

A few years ago I worked on a prediction market protocol that was kind of a mix between Polymarket and perpetual futures One of the product requirements was that people could open positions in a market using different tokens (i.e. you could use USDC, wETH, LINK, etc) Personally, I don't think this was necessary, and I spent a lot of time getting this to work. That said, I think the solution I came up with is pretty clever 👇 https://app.eraser.io/workspace/O7YSBhwMFTLJLF5HI1OL?origin=share