TNBT: Burnt Rolls,Clanker Trolls, and the Great CA Confusion of 2025: GM Farcaster ep314

the costco cart in prep for thanksgiving/end of the year 🛒

Last week, @thehaberdashery put DAVINCI.vote to work for one of their DAO proposals! The vote ran smoothly: anonymous, protected against coercion, and fully gasless. For this election, all voting logic ran through our smart contracts on @base.base.eth, guaranteeing verifiable integrity and results onchain settlement. Huge credit to The Haberdashery for supporting our tech and pioneering its use. And special thanks to @purp! https://app.davinci.vote/vote/0x74d8967e812de34702ecd3d453a44bf37440b10b739c26d90000000000000000

What is this? See for yourself 👉 http://bordel.ownlabs.co It's an over-collateralized DeFi loan with: - fixed rate of 2% - duration of 5 years - EtherFi's weETH as collateral - Circle's USDC at 75% LTV The loan must be periodically repaid to retain its collateral; otherwise, it gets liquidated. The credit is held in an ERC4626 vault proxy that deploys it to @aave before origination and after each installment repayment to earn extra variable yield in the meantime.

GN

A great omen when you just arrive to stay with your family for Thanksgiving....

Monadickbutt 0x953560A088c5A55Fe9975f87c6e399255df11B07 https://farcaster.xyz/jeff-xyz/0x5f7add9f

it's giving

Started Friendsgiving prep today ☺️ Prepped a double batch of shortbread cookies. I made the dough and shaped the cookies. I’ll freeze them until the day of the dinner 🧈

> post something > someone creates a token based off it > why did you make me buy the token?

CA

CA

CA

"addresscoins"

Are you a chump or a jerk? This space is filled with both. Chumps come in groups, and they think things are true simply because they wish them so. You might be a chump if you think you own any part of FC or that Base is going to airdrop you some tokens that will give you some ownership of the network. Jerks take advantage of chumps. They are experts in saying noncommittal things that lead chumps to believe The Cool Thing(tm) for their own ends. For instance, a jerk might allude to you owning a network or airdropping token simply to get you to use the network. They always have the moral high ground in their mind because a) they didn’t technically lie and b) they are maximizing shareholder value. The thing is, jerks needs chumps more than chumps need jerks. So if you are unhappy with the amount of jerks in this space, stop being such a chump.

I was testing something. There is no token here. It's a random Ethereum address. I don't have the private key.

as a user and a builder, i care about one thing above everything else: people actually using the network. the "new" casino meta doesn’t bother me. open systems attract all kinds of experiments (even trading, memes and speculation) and that energy can pull new people (and capital) in what matters is that we keep the core intact: that two users can always find each other and talk, no matter what. if this direction brings more creators, more builders, more communities, i’m all for it. as long as farcaster stays an open and permissionless as a protocol, we’re on the right path.

every clanker/coin should do this 👇 last week few clankers launched Believer Leaderboards on cura to identify and reward their token communities. in one week • 2000+ FIP-2 token casts (eg: 5x growth for $Regent) • 400+ users earned for trading & casting, more ⬆️volume and attention • $2,500+ rewards from clanker creators the interesting part isn’t the payout, it’s the shape of participation. when a token deployer incentivizes a desired behavior over a period of time, driving more volume and attention in this case, you get a better shot at building a robust token community. believer leaderboards give token communities a way to recognize and reward attention, engagement, volume, and conversation - all together! the loop is as simple as trade → cast → earn → repeat we’re early, but initial pilot with $likes, $QR, $Regent, $Emerge, and $FIDPunks is promising. props to @atown @yar0x @seanwbren @jake @streetphoto for kicking this off. one more thing - you now get daily notifications on cura about all active tokens rewarding believers for trading and casting!

ok here's the prototype of $WINGMAN -- need 10 mil of the token to access, right now it just rates your last 40 casts on its scoring system, later today you'll be able to compose a cast and it'll provide feedback on it https://wingman.kasra.codes/

Can’t be evil vs. won’t be evil: As an early Farcaster user who came for the decentralization and who has been around long enough to see a lot of Merkle’s iterations in search of growth, I always come back to the definition of sufficiently decentralized that Varun wrote: “A social network achieves sufficient decentralization if two users can find each other and communicate, even if the rest of the network wants to prevent it.” That’s the promise. Thats all I personally signed up for. That’s the thin line between can’t be evil and won’t be evil. I don’t like the memecoin trader meta at all, but I cant or won’t ever get upset at Dan or Varun for any action in search of growth. I can get upset if this promise of “2 users communicating even if the rest of the network doesn’t want them to” ever gets broken. The vision for Farcaster being better than web2 platforms and less extractive can only come true if it reaches scale. Thx @nickysap for raising good discussion !

Farcaster's founding premise was building social that doesn't extract from users the way Web2 platforms do. That vision still matters to me. But watching the platform aggressively push casino mechanics while influential accounts push extractive, low-cap shitters is potentially more predatory. Facebook traded our privacy for advertiser money, now we're just getting directly farmed for our actual cash. I'm not innocent here. I've participated. But I'm financially capable of losing the money I put in and know the risks at the deepest possible level. In a real casino, the players know the house has an edge but the outcomes are generally balanced, albeit slightly unfair. You CAN hit the jackpot. You CAN get a blackjack that doubles your money. You CAN leave. The casino isn't woven into your social life. Perhaps this is emergent behavior and not coordinated strategy. But when platform incentives align with getting users to trade, the outcome is the same either way. "Build your own client" is at best a cop out and at worst gaslighting. We can't feasibly compete with the top Farcaster clients that have hundreds of millions or even billions of dollars in funding. The hardest part for me to admit is that the trading angle will probably work. Market momentum tends to beat ideology every time. But the values that led a lot of us here is at odds with where we're going. Are we really going to build something better than we left behind? Or are we doomed to create something even worse?

maybe the real Farcaster Rewards was getting more engagement than @dwr on his own protocol along the way.

Seeing some early prep happening — what’s your Thanksgiving Day plans? Oh! And hey @bracky how does the Thanksgiving NFL market look?

@julia on Cheeky Pint talking nuclear! https://youtu.be/a_i39TTzGQw?si=6Nk3jiJabRTqTjY7

I made my brine liquid today, will start soaking the bird tomorrow. Salt, sugar, onion, garlic, rosemary, thyme, peppercorns, bay leaves, orange and lemon Max thanksgiving casting from here on out

Another quick update on writer coins: we discovered an issue on Friday that prevented the market cap of early writer coins from increasing beyond $10k. We fixed this for $AVC and all newly created coins on Friday, and we've right now gone ahead and helped the other affected writers re-launch their coins with the proper liquidity params. - Anyone who was holding an affected writer coin has received a proportionate allocation for the new coin - Reward recipients also need to re-claim rewards For both, you can claim at paragraph.com/claim or on the writer's claim page. Very sorry for the inconvenience here!

imo mo' or 'more' is the fundamental memetic germ of $monad so i clanked a clanker called 'more!' if there's ever a monad season then i can imagine people saying 'more!' 'more!' like 'higher' in other ecos past and then eventually some with $higher itself. i can't babysit it but think it's an interesting idea... anyway it's out in the wild now. $more!

we do a lil monad clank test -- and what better monad clank than Mony Mony, an homage to Billy Idol https://www.clanker.world/clanker/0xc5615c38c65D3f6239488c37939C0b3deFDc3b07

MONAD deploys are now LIVE through clanker world's deploy form! Key differences: - initial starting market caps will be 100k MON - only static fees are enabled - one full-range LP position is placed Bot deployments will be out later today, preclanks & API deploys will be a fast follow

Next week the @baseapp.base.eth team is in NYC for an IRL surge week. If you're a builder who wants to jam with the team all week, get hands-on feedback on your mini app, reach out. We've made some incredible hires by doing these in the past. If you're a creator who wants to meet the creator team, join for a creator coffee chats, get set up with your creator coin and earning on @baseapp.base.eth, reach out as well. This is for next week in NYC-only: for everyone else, we have plenty of ongoing programs for builders and creators around the world always running on @base.base.eth.

A quick* update on $bracky: Building on Farcaster has given our team a priceless gift: The gift of genuine conviction that we have a product which high quality users actually enjoy, come back to, and like telling their friends about. We are now working on distributing that product into new social spaces. Everything we've worked on for a year has been consciously structured so that @bracky could help us grow by being able to "live in any social feed". That's been the vision. Why live inside social feeds? People do not need more single-player sports betting apps. That's what everything out there does – whether a betting company or a prediction market. What is actually differentiated is using sports betting not as an end in itself (that leans dystopic) but as a tool to facilitate more social connection and engagement in the the sports events we can all be a part of (highly positive sum). Less like a video game, more like watching the game with your friends in the basement or even being in the crowd at a stadium. We plan on Bracky living in many digital spaces, but in the near term our focus, outside of Farcaster, is on Base App and Twitter. Base App is super interesting bc it (1) composes with Farcaster and XMTP and (2) there are net-new crypto users on Coinbase App proper. Base App's challenge is the same as Farcaster's (converting and harnessing the new growth) Twitter is appealing bc it's just an absolutely massive distribution space. You can actually go "viral" there in a way that is viable for retail products. They also have a base of crypto friendly users ("Crypto Twitter") that is theoretically helpful as a friendly foothold. The challenge with Twitter is the culture – feels like Mad Max postapocalyptic. Thread Markets on X are our first move in figuring out how to create the pockets of social signal that make Bracky feel as fun in other places as they do on Farcaster. So far they have been very positive start. We want to double down. (Side note: If you know accounts on X who have 10k+ followers and like sports, I would love a warm intro!) It may be a grind to unlock this new behavior — the path of discovery and acceptance takes some effort and iteration, but it is the kind of thing where the reward is commensurate with the difficulty. It’s important to stay committed and stay optimistic while we give it a go. There are other social spaces that are exciting to us – basically any place that already has social context and allows automated accounts / applications: telegram, discord, fb messenger, world, even iMessage. I would love to work on them all simultaneously, and they also are useful to have as backup plans if any spaces turned adversarial to us – but right now we believe most in Base App and Twitter as the next concentric circle outside of our Farcaster nucleus to work on and win. Everything we ship will be addressing ways we think we can really move the needle in winning in these spaces: being discovered by new users; creating a fun and retentive experience; having something worth talking about to their friends. And each space has a unique social topography. We’re not really thinking much about handle, fees, etc. It's about creating great experiences in new social spaces. I laugh when people look at us as "just another gambling thing". There's plenty of those already. What does not exist is a product that brings the most fun part of sports – being a part of something bigger – into the digital spaces where we spend so much of our time. That's something worth unlocking. *oops

Being an active trader on Farcaster pays out I wasn’t eligible for the initial drop but got something even better Thank you to both Farcaster & Monad teams $750 airdrop by using smoothest wallet with the lowest fees out there We take it all day long

Minted Merch T-SHIRT DESIGN COMPETITION is LIVE! Unleash your creativity & design the next hit tee on Farcaster 👕✨ 🗓️ Nov 24th - Dec 7th 🎨 Theme: Anything Farcaster vibes 🖼️ Quotecast this cast with your design 🏷️ Tag @mintedmerch The winner? 🏆👇

Important Thanksgiving poll: dry brine or wet brine?

In addition to the 2,000 Farcaster users who received the official @monad airdrop, 1,000 top traders on Farcaster will also receive MON tokens!

Dry brining

Buy USDC with Debit Card You can now buy up to $2,500 of USDC every week with your debit card. Go to Wallet -> Deposit -> Buy Crypto to get started. h/t to @pirosb3 for the great work on this!

Excited to share something new: a better-for-you chocolate brand for kids that I've been working on. Real cacao, sweetened only with dates, crunchy and perfectly portioned for kids. Cocomelt is now available in California → https://cocomelt.co 🍫🤎 If you try it, I’d love to know what you think!