Consensys
“Can Ethereum infrastructure (wallet + node APIs) become the universal on-ramp that captures the majority of Web3 user activity and stablecoin flows, positioning Consensys as the AWS-equivalent layer for decentralized finance?”
Founded in 2014 as an Ethereum-focused software studio incubating decentralized applications, Consensys evolved into the dominant Web3 infrastructure company through MetaMask (wallet) and Infura (node/API). The 2020 launch of Codefi signaled an ambition to serve institutional finance with blockchain-native digitization of loans, equities, and payments. By 2022, Consensys had narrowed to its highest-leverage products—MetaMask and Infura—while its embedded-finance angle increasingly centers on enabling stablecoin/DeFi access via wallet infrastructure rather than traditional fintech rails.