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Matt Hougan: ‘Crypto Is Not Going Away’

The Long View

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Valuation Insight: Market Potential Over Sacred Metrics

The valuation of cryptocurrencies presents numerous methodologies, but assessing the total addressable market (TAM) stands out as particularly compelling. Given the finite supply of Bitcoin, understanding the potential market size it aims to capture—such as the gold market valued at approximately $15 trillion, the offshore wealth market worth around $20 trillion, or the significant international payments sector—provides a clearer picture of its valuation dynamics. This approach emphasizes the importance of market penetration potential over conventional metrics.

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