Nov. 5 at 8:31 PM
$SOLZ
Crypto's
$30–40T TAM: Deeper Than AI
Crypto's Total Addressable Market (TAM) is not just larger, but deeper than AI's. While AI centralizes power through proprietary data, crypto decentralizes execution, custody, and coordination, building essential infrastructure.
The
$30–40 trillion TAM, measured in throughput and sovereignty, is driven by:
Tokenized Real-World Assets (RWAs):
$16T+ by 2030 (Treasuries, real estate, etc., on-chain and programmable).
Stablecoins & Payments:
$2.X–3T by 2028 (Instant, borderless settlement).
Digital Gold/Reserves:
$10–15T (BITCOIN, ETHEREUM, SOLANA).
Smart Contract Platforms:
$3.X–5T (Execution layers for global finance/identity).
This is absorbed infrastructure, not speculation. Solana is highlighted as a must-own asset for its high throughput, executing more transactions than all other crypto combined.