brypto

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

personal take (as former VC-funded startup founder): people WAY over-index on the signal of VC funding.

asymmetric outcomes often surprise the investors as much/more than the founders.

biggest utility of VC funding: surviving long enough in market for your timing to be ~right