Executive Summary

Web3 teams—play-to-earn games, NFT projects, DeFi protocols and other digital-native apps—struggle to measure and reduce wallet churn because activity is fragmented across addresses and chains and on-chain signals are noisy; product and growth teams lack unified cohort analytics that map wallets to users, track retention over time, and surface actionable churn drivers. Build an API-first cohort analytics platform that ingests multi-chain on-chain data, resolves wallet identities into product-level user cohorts, and exposes embeddable SDKs, alerts, and retention workflows so engineering teams can act on insights directly. Deliver pre-built retention, LTV, and churn models plus queryable raw data and webhooks to make integration pragmatic for product teams. The timing is attractive: a $3.0B addressable market (≈100,000 potential Web3 teams × $30K ACV) with a Market Score of 88 and Revenue Potential of 82 reflects a shift from token/speculation to product metrics and increasing cross-chain fragmentation. API-first preferences mean buyers will pay for embeddable, developer-friendly analytics rather than static dashboards. You can differentiate by prioritizing robust cross-chain identity resolution, low-latency cohort APIs, and turnkey retention automation—areas many incumbents treat as secondary—while offering developer-focused UX and privacy-preserving matching. That said, expect meaningful engineering costs for ingestion and attribution accuracy and medium competition; if you can execute the infra and ML well, the commercial upside at a $30K ACV is real.

Market Opportunity

Identify and reduce wallet churn with Web3 cohort analytics targets a $3.0B = 100,000 potential Web3 teams and digital-native businesses × $30K ACV (annual analytics, insights and API revenue per org) total addressable market with medium saturation and a year-over-year growth rate of 22% YoY (estimated Web3 analytics and tooling growth; supported by Chainalysis and industry reports showing rising spend on tooling in 2022-2024).

Key trends driving demand: On-chain productization — teams are shifting from token/speculation focus to product metrics, creating demand for product-level cohort analytics.; Cross-chain fragmentation — as activity spreads across chains, teams need unified cohorting across addresses and chains to measure retention consistently.; Shift to API-first analytics — engineering teams prefer embeddable analytics and SDKs to integrate insights directly into product flows.; Increased acquisition sophistication — airdrops, on-chain referrals, and social mints require attribution and ROI measurement tied to cohorts.; AI-driven insights — automated anomaly detection and narrative summaries reduce analyst time and unlock value for non-technical PMs..

Key competitors include Dune Analytics, Nansen, Glassnode.

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Identify and reduce wallet churn with Web3 cohort analytics

Executive Summary

Market Validation

Market Opportunity

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