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West of East
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Ryan retweeted
I agree with @vibhu and the Solana foundation: the crypto ecosystem has evolved and the wallet needs to evolve as well.
As a product, Phantom has been undergoing big transformations over the past year. A lot of this work is already live: seedless login via Apple or Google, seamless swaps that abstract away gas and bridging, social usernames over raw wallet addresses, unified cash balances funded by built-in onramps (fund with everything from Apple Pay to ACH). And there’s definitely more to come.
In order to power this this evolution, we’ve rebuilt our self-custody and onchain finance stack from the ground up, giving us the foundation to redefine what a wallet can be: hiding the sharp edges of crypto while giving users the power of open, permissionless markets.
For crypto founders, the biggest lesson from @fomo and @Pumpfun ascendance is that the distribution model of the last 5 years for apps is moot.
Web3 is dead, wallet connect is dead, dApps are dead.
The new plan is vertically integrated mobile: hide the crypto mechanics entirely. Single balance across chains, integrated onramp (Apple Pay is king), no bridges, no seed phrases or private keys (sign in with Google or X).
For wallet apps themselves, this presents an existential crisis. The user demands simplicity & the feeling of safety. In the past, your wallet was a gateway to crypto. Now, I hold a deposit in each app I use and I don't yet care if they talk to each other.
As always, we go through bundling and unbundling cycles. If Phantom and Jupiter and Metamask were bundling, we are now seeing a great unbundling.
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its 2026 and the smartphone autocorrect suggestions are the least intelligent things ive layed my eyes on
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Ryan retweeted
@phantom is ontop to this trend -- default is now a seedless onboarding flow, users have a single Cash balance across chains, Apple Pay onramp, gasless infra, the crypto specifics are being hidden at every step. This is the way forward -- blockchain tech that just works TM
For crypto founders, the biggest lesson from @fomo and @Pumpfun ascendance is that the distribution model of the last 5 years for apps is moot.
Web3 is dead, wallet connect is dead, dApps are dead.
The new plan is vertically integrated mobile: hide the crypto mechanics entirely. Single balance across chains, integrated onramp (Apple Pay is king), no bridges, no seed phrases or private keys (sign in with Google or X).
For wallet apps themselves, this presents an existential crisis. The user demands simplicity & the feeling of safety. In the past, your wallet was a gateway to crypto. Now, I hold a deposit in each app I use and I don't yet care if they talk to each other.
As always, we go through bundling and unbundling cycles. If Phantom and Jupiter and Metamask were bundling, we are now seeing a great unbundling.
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