Farcaster’s First and only Butter Expert. 
Growth @avara. Formerly co-founder at @jpg @ethberlin / 
sometimes contributor @forbescrypto

Another fact: the stakes are high for whoever manages to get the social layer. HOWEVER!!!! stakes are not that high for whoever gets a crypto native audience - we are not competing for it. 
Bluesky is onboarding an average of 900k users per month. Farcaster and Lens are so small. This "feud" is imaginary.

Pretty reasonable take tbh

VCs keep funding infrastructure because the TAM of crypto consumer is not yet "venture scale"

FC vs Lens is a sideshow and the goal for either platform should be to grow top of funnel

Very good summary and feels super accurate.

What's your guess on the timeline for crypto consumer to be venture scale?

Onchain is the new online - FID 206 -  cooprecords.xyz

It depends on how you define “venture scale”

If you mean the sector itself returns a decent multiple with average diligence, no chance

But for funds that can evaluate consumer well and have good deal flow, I think it already is

Average crypto funds otoh are stuck in the blockspace token meta