There are 3 things you need to have to truly compete to become the superapp: crypto rails, tradfi rails, and social.

Coinbase and Robinhood are converging from opposite ends. Coinbase started with crypto and is diversifying into derivatives and institutional services

Robinhood started in tradfi and is layering in crypto through tokenized equities and stablecoins.

But who could own the social layer?👇

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