(Supporting Layer)

Funnel

CAC Model

Metric Value
Paid CAC 2026 $25
Mature CAC $50
Blended CAC $35–40
Cost per Paying Trader $85–120
Stage Conversion
Lead → User 30%
User → Financial Active 65–80%
FAU → Paying 55–60%

User growth supports volume but is not the core KPI.