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

Cynical take: Is it really TAM? or MCAP? Its probs the latter tbh.

Founder, designer, & product guy pushing pixels at /basepaint