customer support @supercast

trying to sound smart /doingnumbers

Now degen is the ‘real farcaster’ since if FC company launch a token- paradigm / a16z and core team will have at least 30%-40% of the token supply (let’s assume 20% for team 10% per round); CEX listing will obv charge some % (let’s ignore first). 
Let’s say FC token launched at 1B-2B fdv (btw Mask launched at 4B so all these fdv at launch is bubble until fully unlocked ) Given the L3 case happened with degen; if I’m managing a fund aum ~1B+ I will assume paradigm will do PvP with my fund (such fund’s GP/LP are already or easily paradigm’s target LP for its new fund) ; I’d rather buy degen for a better fc proxy trader and eventually the +% of degen is better than fc. 


Discuss

degen > merkle?

@nick @dwr.eth @jacek @fredwilson.eth @matthuang @v

Technowatermelon. Elder Millenial. Building Farcaster. 

nf.td/varun

Farcaster at twitter scale will be valued at least $100b

Hard to imagine degen doing that