Great summer with the kids. Stayed far from the market and gave the brain a proper reset. Back to work now. Five narratives I’m focused on: 🔷RWA & Finance (allocation: 40%) Already on-chain: $30–50B (more in reality). TAM: $300T–$625T. 2030 tokenized forecasts = around $2T for McKinsey) to $16T (BCG). This is the biggest, cleanest institutional runway! 🔷Stablecoins (allocation: 19%) Market cap now ~$310–320B. 2030/32 range: ~$2T–$4T? Global payments TAM is measured in quadrillions. This is also the settlement layer every other narrative needs. 🔷AI / Agentic (allocation: 17%) The real TAM is agentic commerce. $3–5T by 2030 (McKinsey). 🔷DePIN (allocation: 15%) Tokens got wrecked but revenues clearly didn’t. Around $72M on-chain revenue last year. Realistic infra TAM around $100B by 2030 🔷Robotics (allocation: 9%) Traditional robotics: ~$50–130B now Heading toward $120–300B by 2030/32. Longest duration bet.
MilesShare
Source:Show original
Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information.
Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.