Investing in the Future of Web3 Security
LyKos is evolving from a successful NFT protection service into a core infrastructure provider for the next wave of Web3 adoption. We are building the secure and user-friendly wallet ecosystem that the market is waiting for.
Investment Thesis
Why LyKos is uniquely positioned to capture a multi-billion dollar market.
Massive, Growing Market
The Web3 wallet and security market has a TAM of $17.7B with a 33.6% CAGR. Mainstream adoption hinges on solving security and usability, the two pillars of our strategy.
Strategic Pivot to Infrastructure
Our pivot from a niche application (NFTs) to a foundational layer (wallet) dramatically increases our addressable market and positions us as a core Web3 utility.
Unbeatable Technical Moat
The triad of LyKos Wallet (usability), G0 Engine (prevention), and Coverage (recovery) creates a holistic security ecosystem that competitors cannot easily replicate.
Proven Revenue Flywheel
A freemium model attracts users with a best-in-class free wallet, who then convert to premium tiers for advanced security features and comprehensive asset coverage.
Financial Projections & Growth
A clear path to profitability and market leadership.
ARR Potential & Break-Even Analysis
Our model projects a potential Annual Recurring Revenue of $450M at scale, driven by a tiered subscription model for coverage and enterprise services. Based on current growth trajectories and market penetration models, we project reaching break-even around 2028 in our base case scenario.
- Best Case: Aggressive adoption and high conversion to premium tiers.
- Base Case: Steady market growth and moderate conversion rates.
- Worst Case: Slower adoption due to prolonged bear market conditions.
ARR Growth Projections (Best/Base/Worst Case)
Competitive Matrix
How LyKos stacks up against the competition.
| Feature | LyKos | Stelo Labs | Staging Labs | Coinbase Wallet |
|---|---|---|---|---|
| Pre-Transaction Simulation | ✔ | ✔ | ✔ | Partial |
| Account Abstraction (ERC-4337) | ✔ | ✖ | Partial | ✖ |
| Social Login & Recovery | ✔ | ✖ | ✖ | Partial |
| Integrated Loss Coverage | ✔ | ✖ | ✖ | ✖ |
| Native Cross-Chain Support | ✔ | Partial | Partial | ✔ |
Our Moat: While competitors focus on transaction simulation, LyKos is the only player integrating a user-friendly smart wallet (Account Abstraction & Social Recovery) with a comprehensive financial safety net (Integrated Coverage). This combination is our key differentiator and the engine for mass adoption.