9 September 2026. MetaMask writes: the company becomes independent. Consensys Software Inc. (CSI), Fort Worth, splits in two. CSI takes the MetaMask name, 100% consumer platform. Joseph Lubin, chairman and CEO. Protocols, institutional infra, [Linea](/article/linea-revolution-ethereum-l2-2025) included, become a new company that keeps the Consensys name. Mike Kriak, CEO. David Cunningham, president. Lubin, executive chairman. This is not done this morning. The release: completion expected by the end of 2026.

Second post in the thread, word for word: “If you use MetaMask, nothing changes for you today. Your app, assets, keys and access remain unchanged, and no action is required.” We hold that. No seed to move. No magic update. Lubin repeats it on X. The note speaks of Open Money, ten years, more than 100 million downloads, about 190 countries. That is the company’s figure. We cite it as such.

If you use MetaMask, nothing changes for you today. Your app, assets, keys and access remain unchanged, and no action is required.— MetaMask, 9 September 2026

Two companies, one ecosystem

Lubin, in the release: MetaMask “becoming something larger”. Consensys will remain “a protocols company”. Besu, Linea, the infra, “up the stack” for institutions. Cunningham: tokenisation, always-on operations. Consensys, the text says, will also be a channel for MetaMask. This is not a sale. Not an airdrop. The release mentions neither an IPO nor a token. We do not invent one.

An older rumour of a $MASK token is not this text. Here: a dated, named corporate split, with a target close. Keys stay with the user. A hardware wallet does not change status because a holding changes its plate. Hegotá, Ethereum’s quantum sheet, is not in this release. We do not glue it on.

The release is precise on form: CSI continues, same company, rebrands as MetaMask. The other Consensys is newly formed. Not a sale of a standalone asset, not a spin-off already filed under our eyes. Lubin: “Stepping into this role full-time is a recognition that consumer finance deserves the same focus.” Cunningham: institutions, tokenisation, “privacy, resilience and scale.” Besu is named. Linea too. The wallet you open tonight is the same binary. We do not say otherwise.

What 9 September holds

  • Held: CSI rebrands as MetaMask; new Consensys (Linea, protocols, infra); Lubin CEO MetaMask + executive chairman Consensys; Kriak CEO, Cunningham president; close targeted end-2026; keys, app, nothing to do today; 100m downloads = company figure.
  • Not held: that the split is legally closed on the 9th. An IPO. A token. A seed change. Advice to buy or sell ETH.

Sources: X / MetaMask, CSI release, Lubin note, X / Lubin. Nothing here is investment advice.