According to Miles Deutscher, the total addressable market and growth potential for Artificial Intelligence (AI) is significantly larger than that of the cryptocurrency market. Citing his own experience, Deutscher notes that his crypto-focused account grew to over 600,000 followers in what he describes as a 'limited market.' In contrast, he is targeting over 1 million followers for his new AI-focused venture, @aiedge_, based on the premise that AI will impact and be used by everyone globally, suggesting a much larger potential for investment and engagement in the AI sector compared to crypto.

According to nic carter, the Treasury Secretary stated that the total addressable market (TAM) for a specific investment sector is expected to increase by 15x, equating to a 65% compound annual growth rate (CAGR) over the next five years (source: nic carter on Twitter, June 17, 2025). Such a bullish government forecast highlights significant potential upside for related cryptocurrencies. Traders should monitor policy developments and sectoral funding, as this projected TAM surge could drive long-term price appreciation and increased institutional adoption in the crypto market.

According to Stock Talk (@stocktalkweekly), Mizuho analyst Dan Dolev has raised Robinhood's (HOOD) price target to $80 from $65, maintaining an Outperform rating based on the company's strong May performance and its entry into a $600 billion total addressable market (TAM). The analyst highlighted that Robinhood's better-than-expected monthly results justify a higher premium, signaling increased investor confidence and potential upside for HOOD shares. This positive outlook could also buoy sentiment in crypto-related equities, given Robinhood's significant involvement in cryptocurrency trading. (Source: Stock Talk via Twitter, June 17, 2025)

According to Milk Road, USDC has a current supply of $60 billion, contrasted against the $2.37 trillion US currency in circulation. This indicates a significant total addressable market, suggesting potential for growth in the cryptocurrency's adoption and utilization as a stablecoin in trading activities.