Lawson

Web3’s quieter but clearer
Farcaster = builders + traders.
Lens = artists + vibes

@fireflyapp.bsky.social is Switzerland. We integrate everyone. No echo chambers. Just choice. Maybe neutrality is the new meta. Home of the center?

WDYT?

Social in 2025 is an idealistic unbundling

Twitter leaned left, while X now leans right
Bluesky went left and tradmeda followed
Truth Social is new media right
Substack & Spotify for new media
TikTok shows you what you want, not what others think
Instagram is a mirage of life of the rich & happy

A tale of two meme ̶t̶o̶k̶e̶n̶s̶ stocks

Today Reddit ($RDDT) is IPO'ing at $6.4B.

Tomorrow the SPAC $DWAC ($1.2B) is voting to merge with Truth Social under the new ticker $DJT, the initials of the one and only Donald John Trump.

"NFTs are going to be okay me thinks."

https://x.com/eli_schein/status/1770636899826208778?s=20

a tail of market caps

MSFT - $3.2 trillion
AAPL - $2.7 trillion
✨ all of crypto - $2.5 trillion ✨
NVDA - $2.2 trillion

While Music NFTs may seem like a sure things to collectors, they are definitely not a consensus bet.

Investors love talking about them but few have placed meaningful bets.

I'm not normally a P/E guy but...

$COIN = 2,309.73x
$PLTR = 259.67x
$NVDA = 73.64x

Rotating out of a few domains. DM if interested in any of the following websites.

decentralize.vegas
decentralizevegas.com
fiatisfiction.com
satoshis.love

SEX PISTOLS - NO FEELINGS

https://youtu.be/wHiGR0iuTUo?si=Uv3-odlTeh1gXy5H

A lot of people flying to Paris losing passports out there this week. Watch what you sign, anons.

Grok sounds gross.