Are infrastructure plays like Coinbase a better place to be?

Considering the rapid growth and evolving nature of the cryptocurrency market, is it advisable to invest in infrastructure plays such as Coinbase, as opposed to other investment opportunities within the sector? Are there specific advantages or benefits that these types of companies offer, or should investors be cautious of potential risks or limitations? Ultimately, what factors should one consider when evaluating the merits of investing in infrastructure plays like Coinbase?