Crypto二狗
Crypto二狗|Sep 02, 2026 15:03
This time it's not about upgrading a wallet, @ Kraken is more like putting the financial infrastructure accumulated over the past 15 years on the chain. Licensing, custody, fiat currency channels, global payments, xStocks, K-Assets, INK, Tydro, Nado... These capabilities, which were previously scattered across different products, are now slowly converging into the unified entrance of Kraken Wallet. This matter is very important for LNK because the real difficulty of a L2 is never running the chain or simply issuing a token, but solving where users come in, where funds come in, what they can do after coming in, and why they are willing to stay for the long term. If these entrances are kept in the hands of other wallets, then ultimately the ecosystem is still borrowing data. What Kraken did this time was to slowly take this entrance back into his hands. Now the entire structure is actually becoming clearer: Kraken/Kraken Pro is responsible for fiat and liquidity entry points, Kraken Wallet is responsible for self custody and on chain entry points, lnk serves as the execution layer, and Typro/Nado undertakes native financial scenarios such as lending and trading. Further up, you can continue to receive xStocks, K-Assets, stablecoin payments, bank cards, on chain lending, and more real assets. Looking back at Kraken Wallet, it is not just a wallet product, but more like the layer of infrastructure that connects Kraken, an old centralized financial platform, with the Ink on chain financial system. There is one more point that I think is quite crucial: Kraken did not simply fit all users into the same account model for the sake of "simplicity and ease of use", but continued to retain EOA, 7702, embedded wallet, multi signature, and hardware signature devices. The logic of this design is actually very clear: different money corresponds to different risk levels and usage scenarios. Large assets can be placed in multiple contracts, daily on chain operations can be done using EOA, and AI agents or high-frequency operations can be handed over to embedded wallets that only hold a small amount of funds. This approach is also in line with Kraken's long-standing philosophy: Not making decisions for users, but leaving the choice as much as possible to users So it's normal for some people to be disappointed that the community didn't wait for INK TGE this time But from the perspective of products and ecology, this step may actually be more important than directly issuing coins. Tokens can attract a large number of users in the short term, but what truly determines whether these users will stay or not is the entrance, funding channel, interactive experience, and sustainable usage scenarios. If these things are not set up in advance, TGE's popularity will eventually fade away, and users will still withdraw. Now that Kraken Wallet has truly connected these links, Ink is becoming more and more like a complete on chain financial ecosystem, rather than just an L2 under Kraken. So now I actually feel: The upgrade of Kraken Wallet this time is more like the last piece of infrastructure puzzle that Ink added before TGE. When TGE arrives is certainly important, but more important than TGE is whether the track is already paved before the starting gun is fired.
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