What DeFi Founders Can Learn From Web2
summary
Claims applying SaaS metrics to DeFi produce sustainable products: a protocol reached #4 DeFi by TVL (~$8B) and runs $30M revenue after copying unit economics from web2. Core prescriptions are measure CAC, LTV, ARPU, churn and hit LTV/CAC > 3 with payback < 12 months; failure to measure drives Ponzi-like behavior. Practical channels that actually acquire users are X/Twitter and word-of-mouth, and emphasis is on tightening payback periods and reducing churn to grow.
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