# Thesis: Cross-chain Decentralised Wallets become aggregators ***tldr;*** The wallet being closest to the users can aggregate demand across the different DeFi use cases and capture value ## Questions * How are we tracking this? * Does being decentralised help here? (?? regulation ) * Should we try to model where value will end up. * How big an opportunity is this? * Timeframe around this thesis? ## Metrics * Monthly active users is probably a good one * Revenue sources for wallets ## Risks * Why not just use a CEX - What features can't you do on a CEX compeared to on-chain? Are there other advantages? - Worldwide permitionless userbase eg. Africa, asia etc. Are these enough to justify large valuations for the wallets * Is handling your own keys just to difficault for normies? * Next steps: Canvas all the different wallets and setup stats