Apple has recently been forced to relax its restrictions on cryptocurrency applications in the US App Store due to a court ruling, allowing developers to direct users to use external payment methods without paying commissions. This move is seen as a significant breakthrough for the cryptocurrency industry. This adjustment directly reduces developers' operating costs, especially the NFT market, crypto games, and DeFi applications, which will benefit significantly, potentially stimulating innovation and user growth in mobile crypto products. For instance, after reducing trading friction, on-chain transaction volume and user participation are expected to increase.
However, while Apple has updated its review guidelines, its wording has been criticized as 'passive-aggressive', suggesting that it may maintain control through indirect means such as the review process, and developers need to be vigilant about compliance risks. In addition, the new rules still retain the ban on ICOs, task reward tokens, and device mining, with clear policy boundaries. Combined with recent signals of regulatory easing, such as the SEC terminating its investigation into OpenSea, Apple's concessions and changes in the policy environment may work together to accelerate the mainstreaming of the crypto economy, but the long-term effects will still need to be observed in terms of technical compliance and actual market implementation.