Why did I put @phantom in the Bull category? - Solana mainstream adoption - EVM expansion - Seamless UI - Perps launch Let's break down every point 🧵 ⸻ ➣ Solana Mainstream Adoption Solana's usage has gone parabolic in the last year, with the number of active traders and transactions increasing dramatically: - Daily Active Adresses: 1.7m (Aug 2024) → 4.4m (Aug 2025) - Daily Transactions: 50m (Aug 2024) → 80m (Aug 2025) - Settlement Volume: $2.5b (Aug 2024) → $12b (Aug 2025) That mainstream pull creates a constant top-of-funnel for Phantom. It became the go-to wallet for the Solana ecosystem, integrated into basically every dApp on the chain. Here are Phatom's metrics for the last year: - Fees: $228.6m - Active Monthly Users: 934k - Average Revenue Per User: $7.4 - Cumulative Volume: $20b+ ⸻ ➣ EVM expansion Phantom now covers Solana, Ethereum, Base, Polygon, Sui, Bitcoin (Taproot/SegWit), and Monad testnet. The multichain expansion consistently widens TAM, reduces cross-chain swap friction, and keeps activity wrapped into one app. Base now accounts for almost half of Solana's volume for the past couple of weeks. ⸻ ➣ Seamless UI/UX Phantom wins on two things: it’s easy and it’s safe. - Auto-Confirm kills the constant annoying pop-up spam - Cross-Chain Swapper (via LIFI) lets you swap between EVM and Solana seamlessly. Additionally, Blowfish (acquired by Phantom) acts as a safety layer by flagging suspicious content before you click. In terms of UI, Phantom has one of the most pleasant UIs I've ever experienced, with a clean interface and no useless features and popups all over the screen. ⸻ ➣ Phantom Perps Phantom recently rolled out native Perps inside the wallet (powered by Hyperliquid) with 100+ market already available. Early traction has been strong, with already $3 billion in cumulative volume. Perps is a sticky feature that increases users' retention and adds a high-frequency surface inside the wallet, increasing session length and retention alongside basic swaps, staking, etc. ⸻ ➣ Final Thoughts Phantom’s edge is simple: turn a wallet into a place you actually do things seamlessly. Solana’s mainstream pull feeds the top of the funnel, multi-chain support keeps users from different ecosystems, UX + safety convert curiosity into habits, and perps add high-frequency engagement on mobile. The flywheel is real and sustainable: more actions → more time in-wallet → more reasons to stay.