Great report! One thought, although it’s conservative in terms of user adoption for it to exclude exchanges, isn’t it also over bullish in term of how much growth is left to go, therefore shows more opportunity than there is? Would love to see a similar model with exchanges but I guess that’s not really possible? :/
We are not even in the first inning yet, we’re in the parking lot.
Great report! One thought, although it’s conservative in terms of user adoption for it to exclude exchanges, isn’t it also over bullish in term of how much growth is left to go, therefore shows more opportunity than there is? Would love to see a similar model with exchanges but I guess that’s not really possible? :/