The fundamental issue to solve for consumer crypto is consumer demand. 

Demand defined as a combination of both time spent and spend. 

Spend is downstream of time spent. 

Time spent is downstream of interesting.

Plausible to have just time spent with no direct spend, but then 1) why deal with current crypto consumer headwind 2) ultimately the spend is indirect from an advertiser.

Without direct spend, the model shifts to attention-as-currency, but that still requires navigating crypto's adoption barriers and depends heavily on third-party monetization