@simrann
The biggest myth in crypto is the idea of “billions of users” waiting to arrive.
Web3’s real TAM isn’t everyone with a smartphone.
It’s the people who actually have a reason to use on-chain apps - and can log in without friction.
Infrastructure is what sets the market size.
WalletConnect grows the TAM through usability, not ads:
• smoother wallet-to-app connections.
• simple access across multiple chain;
• login flows that make sense for newcomers;
• payments that feel closer to familiar Web2 experiences;
Every bit of friction you remove expands the addressable market.
The order is always the same:
Convenience first.
Then adoption.
Then market cap.
That’s the real growth engine.