$BULLPENFI
StableSnapshot Window: 2026-07-05 12:00 UTC · ← Back to Crypto Overview
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Verbatim Community Citations & Social Evidence 1 source posts analyzed
"On the human side there's a clear 10 to 12x. But the agentic side is an unprecedented, unbounded market" Hunter, founder of Laso Finance, on the TAM of Laso: "On the human side, annual stablecoin card spending volume is like $19 billion and growing really quickly, cards like [Spoken audio]: Is there any estimate of the total, the TAM of what you're trying to target here, like the total addressable market, like what sort of industry is LASSO targeting to take over? So on the human spending side, right now the annual kind of stablecoin card spending volume is like $19 billion and that is growing really quickly. that's like cards like your Coinbase card, Kudo.com card, things like that. And kind of our goal is, Lasso's goal is to be able to create the user experience of those cards while maintaining your privacy via prepaid cards. And I think some of the immediate ways that we can get to getting to parity with your Coinbase card, for example, is getting everything dropped to no fees, and then also getting rewards. And to be able to get to those no fees, we just need to increase volumes a little bit. And then to getting to issue rewards, as volume increases, we're able to integrate deeper on the issuing stack. Right now, we're kind of at a very high level with a lot of intermediaries. And the more that volume increases, the closer we are to issuing directly with issuing bank. When we integrate directly with the issuing bank, we can get interest on those deposits or values that are loaded onto the cards, rather than essentially being like unusable funds at the moment. And with that interest generated, can return rewards back to user. And we could take a significant chunk of that stable coin card spending by creating essentially an equivalent user experience, but with an important feature, core feature of privacy that is not possible from the card standpoint. So that's one, that's one vertical. And actually just to, and also to give a kind of more shorter term immediate goal, lasso and the top kind of, it's top two competitors can combine for over half a billion dollars of volume every year. And so there's a clear 10 to 12 X without even getting to the user experience of a credit card. So that's on the human side. On the agentic side, that TAM is not really clearly defined, right? Cause if we were just, we could try to calculate TAM in terms of what I talked about earlier, which is like at this enhancing consumer consumption and then you can look at by checkout products, like how does, you know, Clarna increase conversion rates and kind of scale it out that way, but I really think it's not the interesting thing to focus, like what is the really world impactful change and it's autonomous agents executing on business objectives, getting revenue and getting profit by themselves. And that's just an unprecedented market, it's sort of like if you hear Elon talk about the the the TAM of his autonomous physical world robots that the TAM is sort of unbounded because it's it's the you know human the TAM of like human labor and intelligence. Right now an agent at commerce were very early if you've read the crossing the chasm book we're at that 1% tinkerer phase and so things are still not well defined everybody's trying to figure things out that's why I really want to execute on having that full suite of tools for the agent to be able to use, so that as those verticals start to take off, it could be through programs like Locust's Founder Program. They have a sort of a Founder award program for agentic entrepreneurship. As those verticals take on, take off that we have all those tools ready to be able to execute and support it.
