we are underestimating the power of users/distribution as a moat.

@Weixin_WeChat is the best example of a superapp in web2

then web3 wallets will be the financial superapps for web2 users in web3

note that actual web3 users probably doesnt care about super apps but would appreciate it because we long degeneracy

i think @phantom here is leading by example, laggard wallets like @Rabby_io @MetaMask is catching on.

for those with distribution strength such as new upcoming wallets and neobanks can easily pivot into this category soon @ether_fi @rainbowdotme @useTria @aave @LidoFinance

productizing your users becauase everyone is building a wallet and/or neobank as they soon start to realize that distribution is the most powerful moat.

and in fact many other hardware/software wallets can easily take that lead as well such as @iSafePal @OneKeyHQ @Trezor @Ledger

https://x.com/arndxt_xo/status/1998241025488216459