Post by @punkess • Hey

bull case for $BONSAI people realise that @lens/farcaster is probably not 40x more valuable than @lens/lens . market cap $DEGEN : 442m market cap $BONS

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You can do more with $BONSAI without going to other apps.
Purely from a pumpamentals perspective: Bull Case for BONSAI: Mint/Collect/Tips/Swaps all happening within the Lens Ecosystem using BONSAI and almost all clients web/mobile offer this without any disconnect in the app UX. imo it would be a matter of how quickly the 'good tech' on Lens catches up the network effects and fast iterations of what people do and experiment with DEGEN. Bear Case for BONSAI: Its on Polygon.
Thanks for your analysis Alice. Great potential of increase for the $BONSAI but we'll see...
wish the best to both but I feel I can express myself better about everything on @lens/lens 💚🌱 (plus the whole lens app ecosystem with zero effort crossposting across the lensverse)
My honest opinion: I donnow 🤣
That means if you missed $DEGEN then go on with $BONSAI 😅
Classic "This one undervalued or the other one overvalued" DeFi-chicken-egg-problem 😆
👀👀👀
What’s fartcaster? Asking for a friend.
what is dap
Close in profiles number BUT **4x less DAP** than farcaster. I could feel that intuitively when I use both apps. So if Lens could be close in DAP with farcaster, then BONSAI will surge undoubtedly. ( I didn't check the chart on Dune, But I think the lens algorithm is too strict that a lot of old users before we open the garden are not on the gas-free list, and guess new users are more active than old ones which generates two separate groups of people on Lens)
Honestly I see more possibility for lens to expand to real life use. There is something about farcaster that keeps it very niche
doesn't it make more sense to just sell your data to the tech overlords and use their platforms to get more exposure? or are you doing that already?
DAPs & $BONSAI mc/price gonna reach Farcaster's/Degen's level right after we leave polygon for Base or any other chain with higher network effect.
Same logic for $pointless $pointless can't be 60-70X lower than $bonsai
What are the use cases for $degan?