Ep.30: AI x HOPE, Farcaster raises $150M, Roam, Low Float High FDV Debate, New Punks Collection
A weekly rundown show where extremely online individuals broadly explore (romanticize, even) new consumer internet experiences. Join us live and online on Fridays @ 1PM EST live.seedclub.xyz 00:24 Intro - Welcome to episode 30, today we’ve got our Ventures team reporting from AI x Hope Berlin and our co-hosts are Ben and Natalie from the Liquid Culture podcast 01:13 Warren and Nima give an update after a long day at the AI x Hope event in Berlin where they brought together the AI and crypto communities for a day of talks 06:35 Ben and Natalie introduce themselves and tell us all about the vibe of the new podcast their launching called Liquid Culture. Episode 1 with Derek Edwards is out now. 12:31 Big news coming out from Farcaster this week that they have successfully raised $150 million to fund their web 3 social media platform 14:09 Part of the problem with crypto is that we’re always circling around one meta at a time like ants around a speaker listening to Thunderstruck 18:43 Next up we have Zen, co-founder of Roam joining us to talk about building Roam - a social onchain browser they’ve been working on the last year 25:30 Peace wants to know why Roam is better than the in-app browsers with MetaMask or Rainbow and we discuss what it means to be a browser first wallet app 37:18 Coinbase is making a similar bet around developing smarter wallet applications and making it easier to interact across multiple apps 40:00 A discussion around the airdrop meta and the shifting market around the recent low float high FDV overhyped drops that have left a lot of people disappointed and Cobie’s latest post 47:41 On people forcing the traditional VC model in spaces that don’t necessarily require it, where there’s more room to breathe and predicting how that will evolve 51:15 Looking at Sixth Man Ventures report on airdrops and talking about whether or not it’s relevant today with how much the market has changed in the last 18 months 54:20 We talk about the Cryptopunks announcement this week about Super Punk World - a 500 piece collection that’s in collaboration with Nina Chanel 57:55 A quick teaser on our discussion around Telegram and why you should absolutely be leveraging it if you’re building any kind of app or product in the crypto space 58:37 This week’s lightning round - Peace drops a few choice memes that he definitely has to explain to the group 01:01:10 We pay homage to the passing of the greatest meme of all time Kabosu, the dog beind the Doge we all know and love 01:01:33 A quick reminder we’ve got SC.07 Demo Day coming up, don’t forget to tune into that, and we’ll see ya back here next Friday at 11AM PST / 1PM EST, until then, enjoy! Hosts: Josh Cornelius & Jess Sloss Web VJ: Peacenode Production: Cheryl Douglass None of this is financial or tax advice.
Ep.25: Brian Flynn (Boost), Runes and Bitcoin Ordinals, Halving, Airdrop Fumbles, Social Token Distribution
A weekly rundown show where extremely online individuals broadly explore (romanticize, even) new consumer internet experiences. Join us live and online on Fridays @ 10AM PST live.seedclub.xyz 00:27 Intro - We’re back, it’s episode 25, and we’ve got Brian Flynn co-hosting 02:25 Quick reminder, we’re hosting Free Wifi - an event at Farcon in LA on 5/4 03:53 What’s the latest from Boost and finding the right users for a given product 05:59 Maria Shen’s tweet thread on 20 of the most innovative onchain experiences 07:30 Deeper dive on crypto social mechanics, Nouns DAO launching a token 09:54 It’s interesting how the token model can dictate how a coin is described 12:17 Memecoins vs NFTs and lowering the barrier to entry for participants 13:55 How PartyDAO is evolving, crowdfunding for DAOs and NFTs, Party vs Party 16:28 It was a hot week with a lot of drama in and around Crypto The Game 20:39 Putting a price on things that didn’t have a price before, the 2nd half of Maria’s thread 21:24 Taking a look at what Unlonely is doing with livestreaming and 30 minute token launches 24:25 Digging into Runes and Bitcoin Ordinals, something Peace has waited a long time for 27:33 Peace tells the story of how he got into Bitcoin and shares his thoughts on Bitcoin the brand 31:11 The Bitcoin Halving is announced with a short clip by Peace that’s now up to be minted on Zora 34:56 Let’s talk about Uniswap, reaching $250B in L2 volume, creating a market for absolutely anything 40:17 Discussing marketing strategy in crypto and Ben Roy’s tweets about Farcaster’s strategy 43:03 First time founders focus on product, second time founders focus on distribution 47:55 We hold the belief that tokens are a form of media and experimentation driven by price 48:20 Looking at the struggle with airdrops, Jupiter, and other de-fi protocols putting tokens out 53:17 Brian brings up a tweet by Mason from Token Soft discussing onchain go-to-market strategy 56:43 Remaining bullish on social distribution, curating audiences and looking at what $ENJOY is doing 1:00:00 We’re at the top of the hour, thanks for tuning in, see you next week at 11AM PST / 1PM EST Hosts: Jess Sloss Web VJ: Peacenode Guests: Brian Flynn Production: Cheryl Douglass None of this is financial or tax advice.
Ep.24: LGHT x $higher, Colby Mugradi x mmERCH, $Nouns, The Scenecoin Opportunity
A weekly rundown show where extremely online individuals broadly explore (romanticize, even) new consumer internet experiences. Join us live and online on Fridays @ 10AM PST live.seedclub.xyz 03:12 LGHT - Higher, memecoins, and more 06:47 The origin story of the Higher channel and how it evolved into a token 08:35 How the idea of Higher being a scenecoin resonates vs being a brand token 11:01 Higher as a DAO token and comparing it to Enjoy being a scenecoin 12:50 LGHT on Higher becoming a lifestyle brand and building a grassroots movement 15:37 How brands can contextualize or constrain on-chain creation in useful ways 20:21 Welcoming Colby Mugrabi to the show to talk about her project MMERCH 22:42 Colby’s background in fashion, discovering Web3, and thinking about generative art 25:14 Digging into the mechanics of the upcoming MMERCH drop and how it works 28:19 Some of the specifics on the materials and manufacturing of these hoodies 30:19 How the MMERCH NFC chip works and how to redeem your token for your wearable 32:13 Colby’s take on MMERCH being a brand that exists in the metaverse vs in the real world 34:37 Drop logistics, allowlist, partnering with DieWithTheMostLikes 36:40 Shifting gears to discuss a piece Josh wrote on The Scenecoin Opportunity 39:37 Jess’s take on The Scenecoin Opportunity and getting your token into the right hands 45:45 Jumping to Nouns DAO announcing they’re launching a token called $NOUNS 51:32 Perpetuating the Nouns meme further and how scarcity has impacted potential growth 53:16 Andrew Kang’s tweet about Mr. Beast and, Unlonely playing with tokens and live streaming 58:03 One quick lightning round on Friend Tech getting a bit of redemption and their imminent launch 01:00 Signing off, thanks for joining, we’ll see you next Friday at 10AM PST, every week is a big week Hosts: Jess Sloss & Josh Cornelius Web VJ: Peacenode Production: Cheryl Douglass None of this is financial or tax advice.
Ep.23: Degen Chain, Syndicate, Orb on Lens, $ENJOY tipping, L3s, Gas tokens
A weekly rundown show where extremely online individuals broadly explore (romanticize, even) new consumer internet experiences. Join us live and online on Fridays @ 10AM PST live.seedclub.xyz 04:34 Let’s move into the L3 conversation, welcome to Jacek and Will from Degen Chain 06:18 Syndicate - the frame chain 12:34 There are tons of experimental ideas for tokens already playing out as L3 applications 17:58 Tipping was very unpopular when it first launched, now its social distribution for tokens 21:25 How they decided to use Degen as a gas token 25:43 Next let’s bring Nilesh from Orb 30:15 Creating a different category for users and thinking of them as curators instead 33:07 Rebranding communities as a feature in the app to ‘Clubs’ that have superpowers 36:30 You can now mint directly within the Orb app, just swipe and that’s it, you’re done 37:09 Building for mobile wallet users and the many who prefer not to use mobile wallets 42:23 Typical ways to launch coins vs how $ENJOY was launched and how tipping works 45:05 Quick recap of all the things we’ve seen pop up for Enjoy - ads, an anthem is coming, etc 54:04 Josh was actually first to launch the Costco Hot Dog memecoin on pump.fun 56:28 This is just funny, there’s an AI token generator? Might be a top signal 58:10 We’re going to be doing a ton of fun stuff at Farcaster in LA coming up in May, stay tuned Hosts: Jess Sloss & Josh Cornelius Web VJ: Peacenode Production: Cheryl Douglass None of this is financial or tax advice.
Ep.22: Vibhu from Drip Haus, Solana L2s, SC07, Degen L3, The Token is the Product, Sofamon
A weekly rundown show where extremely online individuals broadly explore (romanticize, even) new consumer internet experiences. Join us live and online on Fridays @ 10AM PST live.seedclub.xyz 01:21 we’ve got Vibhu joining us from Drip Haus 02:30 How are you describing what Drip is and what’s the intention behind the product? 04:43 Scaling to 160,000 daily active users 06:04 Using machine learning to parse productive users from unproductive ones 07:34 On the choice to go with Solana and creating a simple click to claim mechanism 08:44 Droplets are redeemable for collectibles on the platform and you get 5-10 to claim 11:51 Using the platform to distribute physical artworks and where Drip fits in the creator stack 16:54 No one anticipated a company like Drip existing on Solana pushing 10M NFTs each week 19:39 Solana L2s are coming, there are a number of teams working on solutions now 23:19 The next cohort for Seed Club’s SC.07 has been announced and we’re super excited 25:36 We have a huge range of projects from marketplaces to memecoins, AI, social and more 33:31 Josh tries to introduce the next topic but Peace needs to mint the Little Darlings drop 34:51 Mark Beylin wrote a piece we love called ‘The Token Is The Product’ - Let’s get into it 36:56 Looking at airlines as an example with reward points being a huge part of business 42:44 Moving on to $DEGEN, the Scenecoin of Farcaster - our terminology is catching on 43:37 Announcing Degen Chain - a low cost L3 that will be using $DEGEN as a native gas token 46:20 Charlie Munger talks about building in waves in crypto and how the narrative changes 47:38 Memestocks and a recent story about Truth Social being valued over $6 billion 49:11 We’re seeing more and more stocks that are growing memetically like Tesla, GameStop 54:06 Let’s talk about Sofamon - a project that came out of the last Seed Club cohort SC.06 57:34 Senspace’s new game launch Hosts: Jess Sloss & Josh Cornelius Web VJ: Peacenode Production: Cheryl Douglass None of this is financial or tax advice.