what is the highest TAM crypto startup possible to build today? best answer wins a cofounder
A decentralized alternative to AWS/Azure/GCP (TAM > $400B)
"roll your own network state" starting with optional governance, amenities, etc. more superficially? recursive prediction markets (what's TAM of insurance & bond markets?)
Real world assets and permissionless means of exchanging them onchain, McDonald's menu style, without having to understand what crypto or a blockchain is; denominated in amounts/values everyone understands
my guess is yield bearing stablecoins (like Mountain Protocol)
AI x crypto for sure! Nothing will be bigger. (proof of humanity related projects, anti-deepfake signatures related projects (something built on top of the Ethereum Attestation Service), easy payments for our soon-to-come AI butlers...)
Bank. All money is a $500- $1000 trillion dollar industry. https://www.visualcapitalist.com/all-of-the-worlds-money-and-markets-in-one-visualization-2020/
decentralized solution to funding local governance initiatives
Stablecoins have tremendous PMF. Everyone wants dollars. Invisible to many here but fast adoption outside the US. Big market for a trustworthy stablecoin wallet
Onchain asset management. RIAs in the U.S. alone manage $120 trillion. Most are ripe for disruption and have zero clue of the shifts coming. We’re one of very few RIAs building onchain. Would love to chat!
(corporate) cross border payments – currently 27 trillion USD in volume, high YoY growth (~7% iirc) I've used both boomer banks and stablecoins. Stablecoins win every time in cost and speed Compliance/due dilligence is also a huge time waster for these – would love to see someone do zk proofs or w/e there
overthrowing the attention economy and replacing adtech with a better future for humanity https://etherpunk.xyz/