lemur
1.5K posts

lemur
@prelemur
prosimian asymmetry evaluator - prev. polymarket
Katılım Ağustos 2024
618 Takip Edilen453 Takipçiler
Sabitlenmiş Tweet

My dad is dead and I like to play blindfolded chess, invest in Lemur Capital we buy the market’s premier shitcoins
eric@Ugbuericsam
hedge funds: “we ran 10,000 simulations.” VCs: “the founder has great energy and he plays chess.”
English

Jonestown mode
Naval@naval
People who don’t organize into tribes get wiped out by people who do.
English


to make this concrete, here's an example.
the rise of clawd agents on @base has accelerated over the last week. it was started by @bankrbot and @0xDeployer who are the leaders in agentic AI. I and @base owe a massive credit to them. very grateful and it's awesome to see them leading from the front.
in parallel, we've seen the emergence of *new builders* who are creating infrastructure for agents. two examples are @ClawnchDev and @moltlaunch. in both cases, they are iterating fast, communicating clearly, and making an impact.
but whereas amplifying these projects a year ago might have been an easy way to help them get visibility and iterate, today, because both are tokenized, it's much more challenging! the tokenization dynamic does a few things:
1. it creates a PVP dynamic price wise - if they go up, who goes down? how does the new impact the old?
2. it amplifies risk - clawnch is built by a fully anon dev*, what if they are a bad actor? we can see their output is good -- but they are anon, there's no "structured diligence" for new builders at the speed this space moves and that risk is now in $ form because it's tokenized!
3. it makes everything faster twitch and high pressure - both for the devs and the traders and the amplifiers, everyone feels more pressure, which is a very challenging environment for innovation.
what do we do about this? I'm not sure yet. on both extremes there seem to be significant tradeoffs:
amplify everything: markets devolve to pvp, bad actors manipulate, everyone is crushed by the pressure, killing a space for innovation
amplify nothing: new builders struggle to emerge, innovation doesn't happen, limited new growth or ability to break out of our existing local optima
I'm not sure what the answer is but it seems like it's somewhere in the middle. and that we should figure out how to use new tools like agents and crypto to build systems that help us navigate this challenge better.
I'd love to hear from any builders who are working to solve this.
*a note on clawnch: they are fully anon, even to me. I amplified them because I think the things they are building are cool — and I expect many others are doing the same. but the risk of them being fully anon is real and you should incorporate that into how you engage.
English

it a world where everything is tokenized, one of the hardest emerging challenges is how to give early stage + new builders visibility and reach, without creating negative incentives in the market.
this reach is critical for enabling new builders to get feedback, improve their product, and make it — but it's increasingly complex to give.
before: someone builds something cool, it's not tokenized, and amplifying it helps them get their first users, so they can iterate and learn
now: because even the earliest stage products are tokenized, amplifying ALSO creates market incentives to buy, which can lead to all sorts of negative externalities over time
me, the @base team, and really the whole industry are trying to figure out how to adapt. what ideas do you have for how to solve for this new world?
English

lemur retweetledi

Hey @finnbags , we’ve been messaging you nonstop via tg to discuss solutions. This one seems promising.
Would really appreciate a sit down so we can get $wreckit more aligned.
Once again, we have big plans here and don’t want the fud of your platform weighing us down. Let’s work together 🤝
English

Our goal with fee sharing has always been to align incentives between creators and traders.
We’re introducing dynamic fees and vested earnings to align incentives even more.
Creators will begin vesting token supply as part of their earnings, with tokens unlocked and converted to SOL programmatically over time. This keeps creators aligned with their community and will solve for any sudden or unpredictable moves.
In addition, we will be introducing auto-compounding liquidity, so that fee structures and liquidity improve for all stakeholders as projects scale.
And most importantly for all the builders supporting their community: we see you. You’re the lifeblood of this growing ecosystem.
A few bad apples will not spoil the bunch. The revolution of on chain innovation will continue on @BagsApp
bags.fm/launch
English

@mikehostetler Claude said yes but want to check with you - does using sprites solve for being RAM bound and CPU bound? Feels too easy.
English

Loving Sprites.dev - the Elixir AI Swarm is actively playing with and sharing ideas for how we can leverage them
Check out github.com/thruflo/wisp
Unlock is when you realize you can drive a fleet of Sprites over private wireguard network from a Fly Machine
English








