Consensys plans to split into two companies: MetaMask, with Joe Lubin as CEO, and a new Consensys focused on Ethereum and institutional infrastructure
THE SO WHAT
Splitting MetaMask from the institutional Ethereum infra business is a clean bet that consumer wallets and B2B rails have different risk, regulatory, and monetization profiles. If you’re building on this stack, expect more focused roadmaps and potentially separate partnership motions for retail vs institutional use cases.
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