@0xgoku
Liron is basically claiming that Farcaster has b/w 50 & 5k DAUs (Daily Active Users), not 45k as a naive reading of Dune Analytics would suggest.
Means-> valuing a social network at over $200k PER USER.
(Similarly a16z valued the Clubhouse at $4B, here they value Farcaster at $1B.)
Thoughts?
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