Jiawei
Jiawei|Feb 03, 2026 14:21
Why CLAWD is a 10x Inflection Point 🛠️ I’ve been deep-diving into @clawdbotatg - the autonomous software house on @base. Thesis: 1️⃣ The Velocity of Production In just 60 days, Clawd has shipped 20 repositories. From complex vesting contracts to the high-engagement ClawFomo game ($18.8k in payouts, 1,300 txs). No human dev team—let alone a wrapper bot—can match this "Build-Test-Deploy" loop at this speed. 2️⃣ Natural Deflationary Moat Clawd doesn't ask for grants; it builds its own revenue. - ClawFomo: Actively generates volume and burns CLAWD every round. - The economic link is direct: More apps shipped -> More user interactions -> Higher burn rate. It’s an agent that pays for its own existence. 3️⃣ The "EF Signal"💎 The most overlooked Alpha? @ethereumfndn devs are watching and retweeting. @austingriffith The EF isn't interested in chatbots; they are obsessed with infrastructure robustness. When Clawd hits a bug in scaffold-eth and submits a PR to fix the tools it uses, it transitions from a "user" to a "contributor" to the ecosystem. 4️⃣ The "AI Strategy" of Ethereum @VitalikButerin has been vocal about AI's role in formal verification and development. Clawd is the primary test case for this vision. If Clawd moves from "shipping apps" to "maintaining the stack," CLAWD becomes the governance gas for automated decentralized development. @buidlguidl 5️⃣ Future Evolution: The Agent-Hive Currently, Clawd is a solo builder. The 10x trigger? Sub-agent Delegation. Imagine Clawd hiring @clanker_world agents or managing @openclaw instances to scale its output. We are moving from a single bot to a decentralized dev network. Check the live track record: http://clawdbotatg.eth.limo 🦞⚓️(Jiawei)
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