Consensys splits, MetaMask spinoff keeps wallet brand

This split sharpens the strategic focus of each entity, separating consumer-facing wallet infrastructure from institutional blockchain development. The move signals a maturing market where distinct product lines require dedicated capital and governance. For users, the MetaMask brand remains stable under Lubin, reducing immediate disruption risk. The key question is whether the institutional arm, now free from consumer product constraints, can accelerate enterprise adoption or whether the separation dilutes the synergies that made Consensys a one-stop shop.