Cartographer (@cartographer) • Hey
Mapping.
Publications
- Has the friend.tech narrative died on the vine?
Friend.tech still has $40M in TVL, per DeFi Llama. Seems a critical mass of people have aped.
It’s most likely not the most desired state of web3 social, a little to financialized and speculation based, but definitely seems to have successfully created a new meta around attaching consumer assets to bonding curves.
We've also seen a lot of copy-pastas of friend.tech and a few variations as well like words.tech and draw.tech got announced today and I think I'm forgetting a few.
https://defillama.com/protocol/friend.tech
- DAOs could be best suited for AI Agents, with humans having minimal participation.
- If you enjoy on-chain investing, try to keep at least 5-10% of your portfolio as dry powder stablecoins from now until 2025.
There will be a plethora of opportunities for gains each month of the bull, and it's so emotional taxing as crypto investors to have no capital to take advantage. Always be available to invest.
- A consumer company will eventually release something so fun & viral that university students will start saying "it uses a wallet to login, so much cooler than email to join"
- This sentence doesn’t compute for me:
“violated the Securities Act of 1933 by offering and selling these crypto asset securities to the public in an unregistered offering…”
1933?? 🤔🫠
- Does BTC go below $25K one more time?
- The a16z, Paradigm, Optimism, Coinbase cartel is strong.
- The hot projects that haven’t issued a token, ranked by funds raised
- You can earn 1 WMATIC from mirroring this post 🤯
https://zurf.social/dashboard
- We are starting to see “ecosystems of blockchains” arising and competing, mainly OP Stack vs. Avalanche Subnets vs. Polygon 2.0, and those three L2’s have a great selling point that future app chains built within their ecosystem will always rollup to the security of the Ethereum mainnet.
- The moral debate of decentralization being better than centralization has not moved the needle for mass adoption of blockchain and crypto yet.
There is increased talk on Twitter of censorship injustice by corporations and it will continue to grow in the coming years IMO. These injustices will be a major catalyst for blockchain and crypto adoption.
- Coinbase's transition of TVL from their CEX to their decentralized blockchain Base could be one of the great topics of the 2020 decade.
- Have a strong conviction in the next generation of token founders and token economies. I envision a future in which most companies are 100% token owned & operated with the token being incorporated into the product/service of the business and revenues accruing to token holders. Taking that a step further, I’m investing in a mass-multi-chain future in which all companies have their own native L3+ blockchains, each powered by their respective governance tokens.
- July 17, 2023 on Twitter:
Something, something, masterclass
Something, something, Jack Butcher
Something, something, marketing
Something, something, culture
Something, something, Openen
Pls make stop.
- I’m so ridiculously bullish on the next generation of token founders!!
- Happy Wizard Wednesday!
Consistency is key to building a community. FRWC have been doing Wizard Wednesday on Twitter Spces for 2 years.
Showing up consistently matters.
Now where are all my fellow Wizzies!
- Using your NFTs to play games is fun.
While the HV-MTL Forge game by Yuga Labs isn’t all that fun as a game itself (it’s certainly well made), the act of playing a limited-time game to evolve an NFT for the future is very cool.
The concept of our NFTs growing alongside us as we do things within metaverses and games will be huge.
- It’s feeling like a Pengu Summer!
- Memes = Magic
Doing it for the Memes = Doing it for the Magic
- Bullish on interoperable metaverse worlds full of all our favourite PFP collections battling, gaming and hanging out together.
- Big fan of NFT banners. This ones from PunkScapes with a few FRWC's hanging out on top.
- Kudos to you if you're buying NFTs this week.
- Does a chart pattern get any better for early stage altcoins?! 😍 What a beautiful path.
This chart is using 12h candles. Once PEPE goes to $3B+, this chart will look nearly the exact same, but viewing it using 3 day or 1 week candles.
- Decentralized communities have 2 types of leadership groups:
- the Founding team
- the Executive team
The founding team is just that, they are the creators, spiritual and ethos/pathos/logos leaders. They sell, recruit and fundraise on repeat and in cycles.
The Executive team is more practical. They are the strategists and operators of the business on a day to day basis. The Executive team should typically have more experience/contacts than the Founders, so that they can open doors previously closed to the Founding team.
The Founding team typically hires the Executive team once the group has hit a threshold of success, or they raise funding. Once hired, the Founding team and Executive team work together to drive the success of the business.
- A web3 safety tip is don't use Google to find web3 dapps, it's too risky with the plethora of choice and lack of verification. Instead use Twitter to search for web3 dapps and use verification badges & follower count to verify safety before navigating to their dapp, connecting your wallet and making a transaction.
- IMO the top PFP collections will all have fungible tokens to represent their brand/IP in the coming years. Acquiring these PFPs in 2023 before the NFT fungible token boom of 2024/25+ is a good strategy to participate in any possible airdrop.
- zksync So much to explore, where will you start? 🤔
- Base ecosystem
- *Token Founders Wanted*
- Time gated content. Only wallets who have held an NFT for a given amount of time can create content.
- Digital Identity ownership = Avatar/PFP + NFT social media banner + blockchain domain name
- Monday
- Soooo many airdrops are coming this decade and next. They'll change names and be marketed differently, but at the end of the day, users are going to be increasingly compensated for their participation in everything.
Be a participant and perform financial & non-financial transactions on blockchains and dapps that don't have a token yet.
- Launching a token?
- Bullish on the "powered by $Token" arc.
Tool is powered by $TOOL
Agent is powered by $AGENT
Bob is powered by $BOB
- Memecoins --> Memechains
- I'm really enjoying the tokenization of memetic culture. I don't understand the "where utility?" cries. The community and global distribution are the utility. So much easier for the global masses to buy PEPE than AAPL stock.
- By 2030, the marginal cost for a business to integrate and accept cryptocurrencies will pale in comparison to the billions in liquidity it unlocks for their customers to use on products and services. Plane tickets bought with PEPE. Uber rides paid in TURBO. We have a wonderful opportunity to buy cryptocurrencies today at 1/10th the value that we will spend them with in 5 years time on consumer items.
- The best memecoins are launching on Ethereum with their 1st liquidity pool on Uniswap.
- Abstracting the web3 aspects away from the crypto UX is so overrated. How about web2 just gets with the program and learns some new concepts and skills.
- Restricted Token Units (RTUs) are so much more valuable than Restricted Stock Units (RSUs) it's laughable.
- It's to the point that investors should start underwriting why an organization does not have a token, rather than why they do. Tokenize society.
- SaaS businesses are losing their luster.
- SaaS token economy
- Crypto wants voluntary adoption of digital assets through DeFi & NFTs & gaming. The government will demand adoption of digital assets through CBDCs. Maybe the onboarding of the next billion crypto users is actually just the enforcement of governments on the masses.
- In 2040 many lives will be denominated in Sats, not Bitcoins. The poor people of tomorrow are millionaires in Satoshis.
- If you want engagement, give people tokens.
- Avatar-to-avatar ZK proofs.
- Web2 VCs fear tokens. Web3 VCs fear equity. And so the SAFE + token warrant fundraising structure was born.