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Jay Drain
Investing partner at a16z crypto who focuses on crypto consumer products and the thesis that wallets can become the next-generation super apps by starting with finance and expanding outward.
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Dec 19, 2025
• 41min
From Wallets to Super Apps: The Internet's New Interface (with Phantom CEO)
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Brandon Millman, CEO of Phantom, a crypto wallet company, discusses the evolution of wallets from simple key managers to comprehensive finance platforms. Alongside Jay Drain from a16z crypto, they explore why wallets could become the internet's next super apps, focusing on finance first to gain user trust. They also delve into the implications of FTX on the Solana ecosystem, the rise of perpetual futures, and Phantom's shift to a multi-chain strategy. The conversation highlights the importance of UX and innovative features that enhance user engagement and discovery.
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