Bam Azizi(@bamazizimesh):4 years ago when I said we’d see more fragmentation than consolidation, some people called it a contrarian view. That was our core thesis for @meshpay! Not only have we proven right, but now we’re seeing 10x more fragmentation. New asset classes are coming on-chain—mortgages, equities, prediction markets, deposits, credits, etc.—causing even more fragmentation. This is a 100Tn market opportunity and multi-trillion-dollar companies (#teracorns) will be born in that market.

2026.08.09 16:58

4 years ago when I said we’d see more fragmentation than consolidation, some people called it a contrarian view. That was our core thesis for @meshpay! Not only have we proven right, but now we’re seeing 10x more fragmentation. New asset classes are coming on-chain—mortgages, equities, prediction markets, deposits, credits, etc.—causing even more fragmentation. This is a 100Tn market opportunity and multi-trillion-dollar companies (#teracorns#) will be born in that market.