Market Opportunity & Positioning

Market Size and Strategic Rationale

Market Opportunity: Redefining Early Capital from the Ground Up

OnlyFounders is building infrastructure to serve the full scope of the global early-stage capital market across traditional and crypto-native verticals:

• Annual global early-stage capital deployment exceeds $150 billion

• More than $30 billion has been deployed into crypto and blockchain ventures since 2020

• Over 200 million unique crypto wallet holders worldwide

This is the unmet infrastructure layer at the intersection of trust, identity, and programmatic funding.

Despite the capital influx, legacy systems still rely on opaque networks and incomplete signals. Venture allocators depend on subjective filters. DAOs sit on over $25 billion in idle treasury funds. Retail remains structurally sidelined. No shared layer exists to unify proof, performance, and access.

OnlyFounders is engineered to meet this moment. Market conditions are shifting toward precision. Investors want provable traction. Founders demand fairness. Ecosystems need composability.

Protocol Opportunity and Market Context

• Unlock over $30 billion in capital through permissionless participation, including DAO deployment and retail activation through proof-based access

• Replace inefficient diligence processes with AI-native reputation systems that score credibility, traction, and readiness across chains

• Expand the addressable market by making early-stage fundraising accessible to global builders and capital allocators through internet-native infrastructure

• Enable plug-and-play integrations for funds, compliance services, and ecosystem partners through modular, reputation-verified components

Strategic Positioning: Infrastructure for Proof-Based Capital Formation

OnlyFounders provides the shared infrastructure that underpins trustless early capital formation. It delivers high-fidelity deal intelligence to allocators, validates founder readiness with measurable onchain proof, and opens new liquidity pathways for retail and DAOs. The protocol is not a marketplace or a platform layer. It is infrastructure designed to route capital with precision, starting from verified reputation and compounding through provable performance.