Alenka @alenka_on_x · 03 Sep 2026
Does the fat wallet thesis still stand? Interface (moat) > protocol (commodity)? 2 trends @abishek from @zerion highlights, and which I think are spot on: 1/ AI agents may challenge the distribution moat. The wallet of the future might be UI-less. But this is not a short-term https://t.co/eK9EkCRJUL
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