Part 9/12:
The debate also touched on the total addressable market (TAM) for blockchain assets. Lee estimates a conservative reach of about $27 trillion, aligning with his broader vision of a multi-chain, interconnected ecosystem addressing approximately $80 trillion in global GDP. Conversely, Kathy's estimate hovers around $25-$27 trillion, considering more restrained adoption scenarios.
Lee envisions a multi-chain future where the sum of all assets tokenized could significantly surpass current estimates, driven by continuous innovation, institutional adoption, and new use cases.