Consensus announced plans to separate MetaMask's consumer wallet business from its blockchain infrastructure business
On September 9, 2026, Consensus announced plans to divest its consumer wallet business MetaMask from blockchain infrastructure operations. The separation is expected to be completed before the end of the year. The move aims to split a company into two independently operating companies, which remains an established plan rather than a completed transaction.
Core Points
- Consensus plans to separate MetaMask from its infrastructure business.
- The target completion time is the end of this year.
- The official announcement did not confirm that the separation had been completed, nor did it detail all operational impacts.
Consensus's separation plan details
According to Consensus Software Inc. In a statement released on September 9, the company plans to split its consumer organization and operations into two independently operating companies. The plan is a proposed reorganization, not a completed change.
According to the plan, Consensus Software Inc. It will continue to exist as the same legal entity and will be renamed MetaMask, responsible for operating the wallet platform and consumer products. Recently, with the confirmation of the MetaMask token program and the continuous expansion of its product line, its consumer business scope has been further expanded.
MetaMask and Infrastructure Business Division
The Protocols Group and institutional-level blockchain infrastructure work will be part of a newly formed company called Consensus, which includes Linea and infrastructure projects involving Besu and Teku. This is the separation of MetaMask from the infrastructure business, rather than the separation of MetaMask from the Consensus brand itself. The wallet company will continue to use the name MetaMask.
MetaMask said it will continue to adhere to "Ethereum First" and ecosystem-wide strategies, while the new Consensus will continue to work on the Ethereum protocol and expand enterprise-level infrastructure. Through initiatives such as native Bitcoin support, as well as planned Hyperliquid intra-wallet transaction integrations, MetaMask's consumer reach is expanding.
Announcement shows that MetaMask has more than 100 million downloads in approximately 190 countries around the world. These data are downloads and geographical coverage reported by the company itself and are not independently audited active users.
MetaMask download data (company report)
More than 100 million times
MetaMask stated in its announcement on September 9, 2026 that its downloads have exceeded 100 million times. It should be noted that downloads are not equal to the number of independently audited active users.
Management structure
Joe Lubin will serve as Chairman and CEO of MetaMask and will also serve as Executive Chairman of the new Consensus sys. Mike Kriak will serve as CEO of Consensus sys and David Cunningham will serve as president.
"In the future, these two companies will continue to build the same ecosystem, but their respective market priorities will be different."-- Joe Lubin, MetaMask announcement
Expected separation timetable
According to the same announcement, Consensus expects to complete the separation work by the end of 2026. The company described the planned timetable, but the statement did not guarantee that the separation would be completed as scheduled.
Expected separation deadline
End of 2026
According to an announcement on September 9, Consensus expects to complete the separation before the end of 2026. This is a planned deadline and does not represent confirmation that separation has been completed.
The timetable mentioned in the announcement sets the end of 2026 as the completion deadline, but does not list any interim deadline, approval process or transition milestones. Subsequent reports from CryptoSlate on September 10 also confirmed the company's continuity structure and expected completion time by the end of 2026.
Details on the separation of MetaMask that have yet to be confirmed
Except for the named leadership role, the announcement did not clearly state the future ownership or governance arrangements of the two companies. Detailed ownership allocations, financial terms or approval conditions have not been established.
Structural and potential operational changes
The announcement did not confirm the specific impact of the separation on MetaMask users or institutional infrastructure customers. The plan document only covers leadership and business areas, and does not cover specific impacts at the daily operation level.
The lack of these details reflects the limitations of the current announcement and does not prove that Consensus did not make other disclosures. Separated consumer businesses include such things as MetaMask Money Account launched on June 30, 2026, a self-managed account based on the Monad network, driven by mUSD-that combines automatic revenue, consumption and trading capabilities.
Disclaimer : This article is for reference only and does not constitute financial or investment advice. There are significant risks in the cryptocurrency and digital asset markets. Be sure to conduct independent research before making a decision.

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