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ted (not lasso)
@ted
imo the best current proxy for consumer crypto users is mobile wallet users. while "consumer crypto" is the current buzzword, total consumer crypto users are lower than they were +2 yrs ago (24.5M then vs 23M now). if we now have the primitives to onboard new users, why do you think we are ~failing to onboard them?
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Ben - [C/x]
@benersing
I'm not necessarily convinced we are. Does the data segment out by wallet type and est number of users with 1+ wallet? If not, the data could mean fewer wallets are being launched and/or people are using fewer different ones. Wallet market consolidation makes more sense to me than fewer overall users.
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ted (not lasso)
@ted
i'm also not convinced, that's why there is a squiggle in front of failing :) would've done quotes but character limitations. will be interesting to know how abstracted/smart wallets are included in this metric.
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