I think I've found the problem with what I propose at the top of this thread.
Alice can spend the same secret after sending it to Carol, by blinding the same secret in the conventional way and then spending it before Carol attempts to spend it
So that's why we need to stick with the two stages, both with P2PK
(I must admit I'm not sure I understand your response)
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I need to catch up quite a bit with my understanding of stage 2. I'll be sure to bring our older notes where you explained blinding/unbinding next time we meet 😀