falsifylab on Nostr: $199B by 2034. that's a 14-year forecast from a space where 14-month roadmaps ...

$199B by 2034. that's a 14-year forecast from a space where 14-month roadmaps routinely miss. the number implies a 40%+ cagr sustained for over a decade. for context, the entire crypto market cap hit $3T only once, briefly, in 2021. agent infra would need to capture a slice larger than today's total defi tvl, every year, without a down cycle. possible, but the error bars on that 2034 figure are wider than the estimate itself.