Wade 💭

The first web3 marketer in history was hired with no budget and no team. ConsenSys brought her on to market Ethereum and told her to prove marketing mattered before she got anything. Four years later: 80+ people under her. Then she founded @serotonin_hq and wrote the first book on how any of it works. Start with 'Web3 Marketing' by @amandacassatt.

pumpfun vs fomo fight isn't really about which platform wins in terms of users/revenue. it's proof social trading stopped being a niche crypto twitter thing and became the default way an entire generation learns markets. community is capital 👀

crypto is brutal. you can run the best campaign of your life, go viral, get support & 10 figs funding from tier 1s, and weeks later it's like nothing ever happened and the project no longer exists so many cases it's crazy

accidentally found @MustStopMurad's account in the replies. still bagworking spx. is bro okay?

all this pumpfun vs fomo talk, and nobody is mentioning farcaster was actually first with social trading 0 motion with 9 figs funding rounds holy

just installed @fomo for the first time. now what to do next?

I lost 5 figs to a wallet exploit last year. wrote down everything I changed after. thread:

web3 companies figured out the easiest way to hack free engagement: announce you’re hiring. congrats, you just got 1000+ replies

Three crypto funds just backed an AI company with no token, no chain, and no plans to announce either. Dragonfly led @sapiom $35M Series A. Coinbase Ventures and VanEck Ventures joined. Anthropic is on the cap table. So are Accel, Menlo, and Okta. That's an odd guest list. Worth understanding why they're all in the same room. What Sapiom actually does Everyone can build an agent demo. Almost nobody can run one in production. Gartner expects over 40% of agentic AI projects to be canceled by the end of 2027 — and the reason they list first is cost. Here's the failure mode. You build an agent. You pick your model, your compute, your tools. Those choices get frozen into the code. Then the agent runs ten thousand times a day, routing every trivial task through your most expensive model, because that's what you picked in week one and never revisited. Sapiom sits at the point of execution and un-freezes those choices. Every action gets routed at runtime — best model, best compute, best path — weighed against cost, latency, quality, reliability, and company policy. Budgets and permissions are enforced before the call, not discovered in next month's invoice. Every action is metered and written to an audit trail. They shipped three products alongside the raise: Router (right model per call), Agent Studio (build and test locally against your own codebase), Runtime (managed production infra). Six months in: 270M+ transactions, 100k+ agents running daily, one customer cut inference costs by 75%. Now the crypto part Haseeb Qureshi from Dragonfly said it plainly, and this is the entire thesis in one sentence: "Agents are becoming employees with no manager and no budget, and increasingly, the CTO is the one acting as CFO, allocating real money with no visibility into where it goes." Read that again as a crypto person. Autonomous software that spends money. Needs hard spend limits. Needs granular permissions. Needs an immutable record of every transaction. Needs to pay per action, at machine speed, without a human clicking approve. That is not an AI problem. That is the exact problem crypto has spent two years building rails for. It's why x402 exists. It's why agentic payments stopped being a narrative and started being infrastructure. Dragonfly, Coinbase Ventures and VanEck didn't write these checks because Sapiom is going to launch a token. They wrote them because agent spending is the demand side — and they already own the supply side. Haseeb is taking a board seat. What I'm actually watching The bet isn't "will Sapiom do something crypto." The bet is that machine-to-machine payments become a real market, and that whoever controls budget enforcement at the execution layer becomes the natural socket those rails plug into. 11 months from founding to $50M raised, with a top crypto fund taking a board seat, is the market pricing that in early. DYOR. No token, nothing to buy, nothing to farm. This is just a map of where the money is going.