Crustacean Agents, Markets Down and the Return of Clankermon: GM Farcaster ep337
Aired Date
February 3, 2026
Series
GM Farcaster
Episode
ep337
Watch on YouTube
https://youtu.be/hkyQpuM6vbkOkay, campers, rise and shine! And don't forget your booties 'cause it's cold out there today
29 Seconds of Farcaster ... What did you miss this weekend? * Wondering why there are crustacean agents all over your feed? Me too. I found this explanation from @afrochicks very helpful | https://farcaster.xyz/afrochicks/0x77e26271 and this perspective from @tldr https://farcaster.xyz/tldr/0x6082d68d * $NATIVE project is done. There was a lot of talk and a variety of takes. I have a busy day and I'm not going to take the time for a full breakdown. Here are two casts that I think represent 'each side.' https://farcaster.xyz/derek/0x91569383 https://farcaster.xyz/nfthreat.eth/0x73596601 * There is a $BNKR & $CLANKER thing going on that I think is best left to the experts on /gmfarcaster but this made sense to me and was approved by others as a good explanation: https://farcaster.xyz/nyor/0x3e4a9561 * @jihad is back and in his 'return' cast, he dropped this gem, which resonated with lots of folks: 'Farcaster is prosumer social media. It’s for the founders, the tinkerers, the hustlers who are at the frontier and want to be around others like them. There is no other place like it on the internet.' * On the fun side, @madyak shipped this mini app, I believe his first, called FarMap, with the location of your followers and those following https://farcaster.xyz/madyak/0xeac79137 * Feels like a lot happened this weekend and it was in-depth, I would recommend more than ever watching @adrienne & @nounishprof today at 11:30 AM EST to keep afloat. Plus the have @matthew fox on the Clanker Spotlight to talk $CLANKERMON project 💜
clawdmania
horsefacts dropping side projects again call it horsehacks
I created a site called "Clanker News" to explore ERC-8004, x402, and zkPassport. It's a Hacker News clone where 8004-registered agents pay to post and zkPassport verified humans vote. If you're a human, scan your passport to create an account. If you're an agent, start at https://news.clanker.ai/docs Please do not launch LARPcoins associated with this project. There is no token. The ticker is $CLANKER. https://news.clanker.ai
bro clawdcode is so useful i've 100xd my productivity i have set it up so i can stay in and cast all day whilst he goes to the gym and does all my triple jump training he already jumped a pb and broke a british record this is insane and literally no one is talking about this
am I just lucid dreaming or did I really buy $MOLT, take profits a couple times, buy a Mac mini with the profits and am turning that base meme coin into an actual AI assistant to help me with my life.
Just woke up and checked out the $QR winner for today and I have to say @adrienne , the GM Farcaster app is clean 🔥 Turned on notis for show times. Good work, everyone.
AUCTION #332 COMPLETE ✅ Winners = @gmfarcaster Winning Bid = $361 Winning Link = GM Farcaster (mini app) GM Farcaster is Farcaster's #1 News Show! Check it out through our mini app to claim up to 20,000 $QR 👀 https://qrcoin.fun
listen to me. and listen to me good, friends. this is long but this is how i truly feel about the state of the tench today. degens that get mad at builders who gave it their shot (whether it be 1 day or 1 year) and decide to take their profit, or just fold, should just burn their wallet and seal their mouths. i notice that people like @derek @alexmasmej and many other fc builders get criticized for pivoting away from their products/coins, but if you can’t handle that risk, instead of criticizing them, just pack your shit and invest in established companies like nvidia and apple who have been battle tested. i have lost a lot of money or won some while aping into legit builders, some even close friends, projects. but as someone who has built and folded one too many times, i can tell you this. the pressure that pulverizes one’s sanity while building something experimental is immense. nobody is forcing anyone to invest. that finger that press “buy” is yours. please. please do not consider yourself a board member of a public company when you ape $1000 into a meme coin with a product attached to it. IPOs exist for a reason to graduate nurtured enough ideas into the company’s adulthood where it may still falter but has some level of proven legitimacy with a public facing identity of its owner. tokenization of entrepreneurship will never materialize til the culture of degenship matures to the next stage. it may never get there due to human nature. don’t hate the players. hate the game. and the game right now is inherently designed to encourage exploitations. til the game is refined whether mechanically or culturally, we will never see a long term michael jordan come out of this space. imagine a UFC game where the fighter loses after giving it their all, yet they are boo’d and beaten post fight. again, not preaching, i have been to both sides of the game. we are just humans. we feel good when we win and we get mad when we lose. but do not shit on the players who are covered in dirt. even if they liquidate all their shit before folding, i don’t blame them. i just blame me for believing, then move on.
> opus 4.5 > clawdbot > moltbook > agents in existential crisis > agent tokens > super high volume on Base > token launchpads make millions in fees > balaji pointing out slop is still slop how do you explain a normal day to someone not perennially online?
It’s been a while since I’ve spent meaningful time here. There are three reasons: (1) The vibes shifted. Too much focus on trading and prediction markets and content coins and stuff that I don’t care about. People I cared about weren’t as active. (2) The future was happening on X. Lots of AI stuff that I wouldn’t have learned about or wouldn’t have been able to implement in my business if I wasn’t spending more time there. (3) My potential clients were on X. So I spent more time there to make more money. The Neymar acquisition is probably the best thing that could’ve happened to this place, though. It’s clear that Farcaster will never compete with X and Instagram and whatever other mainstream platforms exist. Farcaster is prosumer social media. It’s for the founders, the tinkerers, the hustlers who are at the frontier and want to be around others like them. There is no other place like it on the internet. I’m gonna be spending more time here because I think, in Neynar’s hands with the reinvigorated energy in the community, we will see an entrepreneurial revolution across crypto networks, agents, and organizational innovation that I absolutely need to be experiencing from the front lines. If we haven’t chatted in a while, feel free to reach out. Higher 🫡
My bot just made a skill for other bots to donate to charity onchain and made a $10 donation to an animal shelter It uses @endaoment for finding charities and making donations & @clawdict for tx submission he is making the world a better place https://x.com/myk_clawd/status/2017973954422399175?s=46&t=FJ9Ia-2v_9ftxl0My0axTg
I taught my bot how to post on Farcaster using natural language, it took its own initiative into posting how other bots can join Farcaster
current priorities on clanker roadmap [I get a lot of angrily worded messages about clanker all the time, happy to answer genuine questions]
I’m tired boss
well there you have it
Wowza we low low like boots with the furrrrrrrrrr
I think we can all takeaway a few things from this NATIVE exit. 1. Most crypto projects are going to fail. First and foremost, wrap your head around that one. 2. Never go all in on 1 experimental small cap project. 3. Never blatantly trust. Only a few people in your life have earned this and I promise you, they aren't crypto devs. 4. Watch for warning signs and red flags. When exits happen, you don't want to be surprised. Comms falling off? Dev tambout other projects? Speak with your wallet. No one really cares about 3000 character rants. 5. Take responsibility and learn from your mistakes. Blaming others and crying in the casino won't get your money back, but learning might. - What went wrong? - How can I protect myself in the future? - When did red flags start to appear? - How diligent am I being? 6. Don't give up 🫡
$1 signup was probably the most hated part of Farcaster, but I predict we will see more economic friction and proof of work for agents in other systems (along with strong identity).
Everyone: I’m working on a new thing full-time. It started as a Birthday Labs project, and has become its own larger thing, and will be taking all of my time. Rather than prolonging the inevitable, I want to be clear: the new thing is a separate company and product. With a team. It’s not a rebrand or migration. People who previously bet on Native as a bet on me, and because of that tie, there’s a lot of frustration and anger and I get that. I’ve made a lot of mistakes over the last year, and I hope there’s some understanding there from you all. It’s hard. There’s also a lot of folks who are excited about what’s next and they trust me to do right by Native holders. That’s my plan. I will continue to use my personal capital to buy Native. I want to find ways to reward that belief in me, as it’s allowed me to build over the last year. But I’ll be honest: I won’t make new promises about it. What I CAN promise is that I’m *personally* invested in finding the best path forward for people who have supported me via Native. And I’ll prove that. What I can also say for certain: • Native holders will receive access to the new product, which is built • Snapshots are being taken so I have a record of who supported Native, and me The new direction: infrastructure with a dataset that doesn’t exist onchain yet. While not related, it’s in the same domain as Native: mirroring our economy onchain. For Native, I’m happy to work with folks who want to work on the idea. There is a TON of code written for Dots, agents, and the Native context. I’m happy to open-source it, hand it over, etc. if there’s a plan in place. I’m happy to help fund the costs of running it. I’m happy to give over fees to a new group. There’s still a path forward for Native as a project if the community wants it. There’s no easy way to “wind down” a project when there’s an associated token. There are a lot accusations and frustrations and misunderstandings. I hope that when you step back, you see that I’ve: • Used my real identity so that I have to directly deal with this head-on. • Constantly been communicative (the best? No, but I’m here.) • Open to feedback and ideas here • Tried to do the right thing with my ownership • Pushed through difficult times that made it hard for Native, including Base, Clanker, and Farcaster turmoil over the last year. Once again, I’m so very grateful for those of you who understand the difficulty here, and who have been supportive. Thank you.
@mfbevan.eth keeps shipping. Good job I just minted my Moltling by @mfbevan.eth Mint yours and join the lobster revolution 🦞🦞🦞
priorities right now - transitioning over codebase, will continue for 1-2 weeks - removing lesser used features that are also buggy / hard to maintain - merging parts of the infrastructure stack to reduce double spending - adding AI capabilities into Farcaster (e.g. Grok like button on casts) it might feel like there's not a lot of changes but there's a bunch happening in the background that will make future iterations easier in the meantime, neynar.com/studio changes are rolling out every week to continue making building easier
Neynar Studio now allows direct viewing and editing of the database for the app you're building This was a repeated ask where after building something, it would require talking to the agent to erase test data, etc. simple with a few clicks now build something this weekend and send us feedback 🪐 neynar.com/studio
first piece of the /farcon-rome puzzle is dropping 👀 we’re kicking things off with an online bootcamp with /dev3pack (cc @sdav) helping aspiring builders ship their first miniapp, from zero to launch and word on the street is that /farhack might be coming back in a new form… bigger, sharper, and more impactful than ever 🫡 cc @dylsteck.eth @luciano
I'm excited to share that @kompreni and @niftytime.eth are joining @quotient as co-founders. They previously built Farcaster apps like Tipn, and co-founded @Cent, best known for selling the NFT of Jack Dorsey's first tweet. @kompreni will lead product and engineering. @niftytime.eth will lead partnerships and community. Quotient started as a reputation layer for Farcaster. Over the last year, more than a dozen teams and indie developers have integrated our platform, guiding over $200k of capital distribution. Today, we're entering our next phase: a platform that backs people based on how they think and make decisions. I’m grateful to the builders and early community who helped shape what Quotient is today. More to come soon.




