March 22nd, 2024. I stand by everything I said about @worldcoin in this pod with @cryptomanran @santiagoroel @Shaughnessy119, except everything is even more true today than back then. At the time, World had converted 4m users and I said it was moving at 8-10m run rate per year. We’re sitting at 26.5m users. I said Bitcoin had 60m active users — I was way off! According to Glassnode, Bitcoin MAU **addresses** peaked at ~23m MAUs back in Feb ‘21. World has 8m actual user MAUs today. World on track to be more widely distributed than Bitcoin, with more DAUs, too. We argued with @santiagoroel about World customer acquisition cost. Let’s watch that cost go to 0 as token price runs up and the world gets saturated with 20,000 orbs and countless Orb Minis in 2026. @cryptomanran said “the valuation is a joke” but we’ll see. 😉 Starts around minute 24: