No doubt, your one of the few people who had a take similar opinion to my newbie take on cashu and fedi as well. I guess great minds think alike!
Discussion
I like a wait and see approach to building, it’s not good to pick winners too early it’s a waste of time, energy and money.
At least tis what 4 years of building alongside with Bitcoin startups/builders at PlebLab has taught me.
Most get bored with things after a couple years. The real ones stay the course and solve the hard problems over time.