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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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Dan Romero
@dwr.eth
Cross border payments are a low margin, mostly enterprise (by volume) use case Trading is high margin and consumer
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ted (not lasso)
@ted
Yes, TAM and profitability often interconnected
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