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Apium
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🚀 Phantom’s Growth & the Road Ahead 🚀 This is Part 3 of our Phantom review. 🧵 Can Phantom sustain its growth, or will it hit a ceiling? Let’s dive in: https://apiuminnovations.substack.com/p/part-3-the-future-of-phantom
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Apium
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1/ Phantom grew 5x to 10M MAU in 2024 by expanding from a Solana-only wallet to six chains. But with 60+ L2s on Ethereum alone, how sustainable is chain-driven growth?
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Apium
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2/ Adding chains isn’t enough. For a chain to be viable, it needs: ✅ Deep liquidity for seamless swaps ✅ Secure bridges for asset transfers More chains = higher security risks + more UX complexity.
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3/ So, what’s next? Phantom can’t just keep adding chains to drive growth. Wallet adoption depends on compelling dApps—without them, even the best wallet struggles to gain users. That means Phantom needs to find a new way to own its growth trajectory.
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4/ Enter P2P payments. Instead of relying on dApps, Phantom is building its own consumer finance products. This shift moves Phantom from an on-chain access point to a financial services provider.
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5/ Why does this matter? Fintechs like PayPal evolved from payment processors into consumer financial platforms. Phantom is following a similar playbook—keeping users within its ecosystem.
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6/ But P2P payments = regulation. Phantom could now face: 📜 AML/KYC rules ⚖️ Consumer protection laws 🌎 Jurisdictional compliance It’s no longer just a neutral wallet interface.
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