Market Opportunity

Table of Content

Table of Content

Table of Content

The $1.5 Trillion Subscription Economy

Explore why the subscription industry is ripe for disruption — and how Stakefy transforms its economic foundation.

Market Size:

  • Global subscription economy: $1.5T annually (2025)

  • Growing at 18% CAGR

  • 80% of software is now subscription-based (SaaS)

Vertical

Market Size

Avg. Subscription

Stakefy TAM

SaaS & Productivity

$400B

$20-200/month

$100B

Cloud Infrastructure

$200B

$50-5000/month

$50B

Content & Media

$150B

$10-50/month

$40B

DeFi & Crypto Tools

$50B

$30-300/month

$50B

Gaming & Metaverse

$100B

$10-100/month

$30B

Education & Training

$80B

$15-200/month

$20B

Total Addressable

$980B


$290B

Our Positioning: We're targeting the crypto-native 30% of each vertical:

  • Users who already hold crypto

  • Providers serving Web3 communities

  • Services where capital efficiency matters

Realistic 5-Year Goal:

  • Capture 0.5% of $290B TAM = $1.45B in annual staked TVL

  • At 8% avg yield → $116M annual yield flowing through Stakefy

  • At 0.5% protocol fee → $580k annual revenue

  • With SFY token value accrual, network effects, and ecosystem growth