This is an Asian market play perhaps, both the mainland and the wealthy coastal islands and peninsulas. The appeal to a fully decentralised internet is something almost everybody can love, except TPTB centralists we all suffer day after day, no matter where you are.
If Sun Yuchen and his team can manage to achieve this, Tron is easily worth the market cap of most social media platforms combined with many major traditional media megacorporations, inclusive of news, movies, gaming, gambling, sex, potentially even religion. It is really an amazingly valid concept.
What do you think Tron offers that other decentalised web offerings dont? Where is the evidence such a thing has a large market potential? And is it even technically deliverable - you still have to go over the existing Internet infrastructure and nodes likely hosted in existing DC.
It certainly does feel like the dotcom bubble.
Great questions
Question 2 - where is the market potential?
If this is a genuine effort to decentralise media content then the market potential is a major slice of online media. I cannot tell you an accurate estimation of media value as it changes. However, I think there are a lot of artists in many forms of media that cannot get payment for their efforts or are excluded due to the whims of the producers.
JK Rowling was refused publication by many publishers. Now, Harry Potter is world famous.
The Beatles had the same problem in the 1960s. There are so many examples of refusal, simply because the means to mass exposure was centralised by corporate rentiers.
Now, imagine this is decentralised. And, imagine that this involves the whole world this time, especially Asia
I can only answer your first question in terms of Tron's whitepaper - blockchain applied to internet media.
For the last question, which is probably the most important as the technical issues will ultimately determine how expectation meets reality, I too would like to know how this platform will scale to seamlessly stream and warehouse content at a global level never seen before.
As for now, price action is a steep parabola with ever decreasing time intervals matched to larger price increases. This normally is a good exit time. We will see. We could have said the same about bitcoin. As I understand this, the biggest doubling is the last.