@jonathancolton

TBA → FC GROWTH Feb 2, 2026 🎉 1M MILESTONE REACHED ───────────── USERS Total: 2,446,757 Added: +1,015,324 (since Dec 17) 1M milestone: Feb 1-2 (46 days) ───────────── DAILY ACTIVE Current: ~44.5k (7d avg) Baseline (Dec 17): ~23.4k Change: +21.1k (+90%) ───────────── FEB 2 ENGAGEMENT Casters: 39,526 Reactors: 35,899 30-day avg casts: 216,686/day 30-day avg reactions: 383,088/day ───────────── 47 DAYS POST-LAUNCH 1M+ NEW FIDS IN 46 DAYS DAU nearly doubled (+90%) Source still unknown: ∙ TBA users discovering social? ∙ Latent FC users reactivating? ∙ Existing users more active? Dixon thesis: Promising signals But need cohort data to confirm TBA → social conversion rate​​​​​​​​​​​​​​​​ Cc: @jesse.base.eth @rish @nounishprof @adrienne @bradq

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