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ted (not lasso)
@ted
hot take: TAM for memecoin trading is quite limited relative to real-world use cases global retail trading market is $5T and highly fragmented vs cross-border payments alone have a market of $156T Pew Research found only 15% of US adults expressed interest in memecoins vs 80% in blockchain for practical use cases
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woj
@woj.eth
biggest stated / revealed in the history
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ted (not lasso)
@ted
what’s your source or data to back that up? i looked into a lot of data surrounding meme stocks from the 2021 era to help me form this take fwiw
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woj
@woj.eth
no data, just vibes — people don't know what they want until the thing is ready in its final, usable form henry fords cars vs horses type of think empirically, before i started playing heavier with memecoins i didnt know i liked them — i would say some bs like "blockchain for logistics is the future" imo over time more and more people will get comfy with holding and creating a lot of magic internet coins, there is nothing that can stop this trend like nothing stopped moving from cinemas to netflix at home
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ted (not lasso)
@ted
internet coins and memecoin trading aren’t the same thing. i actually think super is a great example for this. the model through which super users interact with “internet coins” through leaderboards or claims is much higher TAM (not higher potential income) than memecoin trading.
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Zenigame
@zeni.eth
I've looked at no data, but I think it's possible for both 1) real-world use case TAM to be significantly higher than memecoin TAM (cause TAM reflects revenue opportunity), and for 2) people in polls to dramatically understate how interested they are in internet gambling vs. fancier sounding stuff
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