Still forming thoughts, but definitely feels like the next stage for consumer crypto is unbundling products made by the crypto incumbents There's so much feature bloat that legacy products are janky and difficult to use (coinbase card/staking/exchange/wallet is confusing!) Startups that unbundle each product into simple to use standalone apps should have a GTM advantage Reminds me of an old quote about internet companies "There are two ways to make money, bundling and unbundling"