In the fast-paced world of crypto, building sustainable revenue streams remains a hot topic. A recent X thread by @baoskee has reignited discussions around wallet subscriptions and the hurdles of recurring payments in blockchain. For those new to the term, ARR stands for Annual Recurring Revenue—basically, the predictable income a company can count on year-over-year from subscriptions.

The thread kicks off with a straightforward question: Has any crypto company ever pulled off $10 million or more in ARR purely from wallet subscriptions? @baoskee points out that recurring payments still feel like an unsolved puzzle in crypto, where things like transaction fees (gas costs) and on-chain failures can disrupt steady billing.

Key Highlights from the Replies

Community responses poured in, blending serious suggestions with a dash of meme culture—typical for crypto Twitter (now X). Here's a breakdown of some standout replies:

• One user suggested checking out @subyhq, a project focused on effortless subscription payments using crypto. They highlighted its potential for steady growth, especially in Telegram groups and Discords, with hints of a pivot toward neobanking. While not at $10M yet, it's positioned for long-term plays in the space.

• Another mentioned Helius, a Solana-based RPC provider known for its developer tools. If you're unfamiliar, RPC stands for Remote Procedure Call—it's the tech that lets apps talk to blockchains. Helius offers subscription tiers, which could be edging toward significant revenue in the Solana ecosystem.

• Jupiter, the popular DEX aggregator on Solana, got a nod for handling recurring payments well, particularly for their coin analysis endpoints. DEX means Decentralized Exchange, where users trade tokens without intermediaries.

Amid the serious takes, meme token enthusiasts chimed in with references to $NVDA, a Solana-based meme coin inspired by tech giant NVIDIA. Replies like "Hard shill nvda and regain relevance" and "$NVDA dying again" add that playful, speculative vibe that meme communities thrive on. It's a reminder that even in technical discussions, meme tokens like $NVDA often steal the spotlight, reflecting the fun side of crypto.

Other comments touched on broader challenges: Custodial wallets (where a third party holds your keys) or off-chain billing might work around issues, but on-chain recurring setups are tricky due to volatility and failed transactions.

Why This Matters for Meme Tokens and Beyond

For meme token projects, which often rely on hype and community engagement, mastering subscriptions could be a game-changer. Imagine premium access to exclusive meme drops, NFT perks, or even automated staking rewards—all via seamless wallet subs. But as the thread suggests, the tech isn't quite there yet for mass adoption.

In the broader blockchain world, companies like those mentioned are pushing boundaries. Solana's low fees make it a prime candidate for recurring models, potentially outpacing Ethereum's higher gas costs. If a project cracks the $10M ARR mark, it could signal a shift toward more stable crypto businesses, moving away from one-off token sales.

This discussion underscores a key evolution in crypto: From speculative trading to building real utility. As meme insiders, keeping an eye on these payment innovations could help spot the next big opportunity in the token space.

What do you think—will we see a breakout in wallet subscriptions soon? Head over to the original thread to join the conversation.