Market Opportunity
Activate high-value onchain users by messaging wallets across channels targets a $2.5B = 50,000 wallet-native businesses × $50,000 ACV (annual activation and engagement tooling budget per project) total addressable market with medium saturation and a year-over-year growth rate of 30% YoY — industry analyst reports and growth in web3 infra and wallet adoption (Messari, The Block industry summaries).
Key trends driving demand: Decentralized notification standards are maturing — this creates a stable channel (in-wallet push) to reach wallets directly.; Projects are shifting budgets from pure acquisition to user activation and retention — this increases willingness to pay for lifecycle tooling.; Better off-chain enrichment of wallet behavior (aggregate activity, holdings, historic gas spend) enables increasingly accurate segmentation for high-value users.; API-first infra and managed services reduce time-to-market, enabling developer-facing marketing products to ship quickly and integrate deeply..
Key competitors include Push Protocol (formerly EPNS), Alchemy Notify, Blocknative.