I think $ETHFI's 50 mm ARR (soon 70-80 mm if they hit the 3.7 Bn TVL target by YE) gives it ample firepower to ramp its Neobank side of the biz (starting w/ getting cards to 100k holders); even 100 mm ARR by next year feels slightly rich tho (given card cashback is a big cost piece currently funded by $SCR) especially amidst investor unlock (done by 1Q26; but prob wouldn't fade Mike and will be looking at delivery into YE as a potential long.
🔈BidCast - New Interview with @MikeSilagadze from @ether_fi on $ETHFI
We discuss:
📌 Why $ETHFI is a Neobank and not just (re)staking
📌 How big the new card business starting 1.5 months ago can get
📌 Why a 2025/26 3.7 Bn TVL and 100k+ cards can drive 100mm+ ARR and beyond
📌What a $1,000 ARPU and 1.5-month CAC payback means for EtherFi’s capital efficiency
Timestamps 👇
00:00 Opening
00:51 Introduction to EtherFi and Its Vision
03:42 Understanding EtherFi's Revenue Streams
06:42 The Importance of Vertical Integration in DeFi
09:51 Market Share and Growth Strategies
12:55 The Cash Product: A Game Changer
15:46 Customer Acquisition and User Engagement
18:47 Future Projections and Business Strategy
31:01 User Growth and Transaction Predictions
35:41 Revenue Models and Market Positioning
40:10 Cashback Strategies and Token Economics
46:35 Future Roadmap and Product Development
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