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. Weâre sitting at 26.5m users.
I said Bitcoin had 60m active users â I was way off! According to Glassnode, Bitcoin MAU **addresses** peaked at ~23m MAUs back in Feb â21. 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. Letâs 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 âthe valuation is a jokeâ but weâll see. đ
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