Two major Web3 social giants have been acquired: Lens was taken over by Mask Network, and Farcaster was acquired by Neynar. Here are my personal three thoughts: 1. Founders must stay focused: Stani was working on both DeFi protocols and social protocols at the same time. These two types of products have completely different vibes, and you can't split your focus. In the end, he had to return to Aave. 2. Large VC funding can't create PMF: Farcaster raised $180 million, but I guess a lot of that investment is going down the drain. 3. Users brought in by airdrops aren't real users: Back when there was hype around airdrop expectations, crypto users flocked from Twitter to Lens, and the scene was unprecedented. But how many of them have stayed today? Now it's time to see @suji_yan lead @thefireflyapp and @LC to carry the Web3 social flag forward!