gm, wrote a post on why we should look at Scale Disparity in the case of RWA. Feedback, comments will be much appreciated!
Why Scale Disparity Beats TAM:
Case of BTC, ETH and RWAs
These days, TAM means very little for new tech. It might sound impressive “400Gazillion dollars market!” but that doesn’t account for the real potential, which is TAM minus the status quo.
What I’ve found matters more when exploring new sectors is something called scale disparity, the gap between today’s tiny adoption and where it could go. That gap is where the real upside lives.
🧵Let’s walk through scale disparity in the early days of #BTC, #ETH, and #RWA 👇
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