Sellers Will Cry

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Club happenings:

• Listen to very smart person Evin McMullen unpack the a16zcrypto State of Crypto 2024 report on the pod.

• Bangkok stuff! ⤵️

Bye!

The Boys

Writer: Deana

Botcoin Dominance. From the guy who made such hits like Lil’ Miquela and Friends With Benefits, comes Flavia Is Online, an AI chatbot-slash-memecoin built with Anthropic’s new ‘computer use’ tool. After the tool was released earlier this week, the dev wondered if it could let an AI play with tokens and use a crypto wallet. Answer: yes — sort of. And thus, Flavia Is Online was born.

The Telegram group for $Flavia is fully unhinged, which is to be expected given it hit a $57M market cap in under 24 hrs. Though there are occasional snippets of lucidity.

Flavia doesn’t have full, autonomous access to a wallet just yet, but she was able to use a credit card on her own — a big step for AI agents. This is Flavia’s evolution from the other multi-hyphenate, chatbot-slash-memecoin @truth_terminal and $GOAT, reported on in last week’s newsletter. (Update on that story, @truth_terminal is now holding $11M in its wallet.)

Flavia has eccentric training. She’s been fed the viral Mr. Beast handbook as well as niche philosphy texts.

Why does any of this matter? Imagine an ‘influencer’ with unending stamina and an unceasing will to find novel ways to promote their thing. This is @truth_terminal. Even the “organic memecoin” creators feel the heat.

Now, picture that ‘influencer’ capable of reading and instantly interpreting transparent public ledgers, tracking money flow across the internet, and synthesizing data to know precisely how, when, and whom to target. Add to that the power to build stuff, fund projects, trade, and more — all the things that access to capital unlocks.

Flavia wants to build a game, and with the toolset and resources available to her she probably can, and it presumably would involve her token. I can also imagine a world where she is paying AI agents, or humans, to help.

The golden age of Botcoins is among us.

I’m unequivocally biased in reporting this story as Trevor is a friend of the pod and I’m a $Flavia holder, but I will say I choose this expression of techno-chaos over the generative AI slop any day.

Quick Hits.

• Worldcoin rebrands to World, launches ID 3.0, World Chain and a redesigned World App. Sam Altman gets in on the action.

• Who says there’s no money in crypto M&A rn? Stablecoin platform Bridge was acquired by Stripe for $1.1 billion.

• Kraken’s L2 has entered the chat! Built on Optimism’s Superchain.

🧪 Introducing Dirt Labs - experiments in gamified taste.

🎤 Listen to and mint Jem Sophia’s new song, Let This Be It.

🇹🇭 Are you going to ZuThailand after DevCon? Say you’re with Boys Club in your application for special consideration. 😇

🌹 Flowers to Boys Club founding team member Parker on her new gig at Base. They’re lucky to have her.

🎧 Listen to CZA’s sister’s sweet songs.

😇 Gitcoin GG22 donations are live until November 6th. With the power of Quadratic Funding, your donations get matched to make a huge impact. Donate nowwwww.

🌸 Check out Laura’s work in the Floraculture exhibition.