Summary
X (formerly Twitter) is evolving beyond conversations to become a serious player in social commerce, quietly building a robust commerce infrastructure beneath the platform’s real-time pulse. With features like profile shops, product drops, livestream shopping, and native monetization for creators, X is positioning itself to shorten the path from discovery to purchase—blending influence and action like no other platform.
Elon Musk officially acquired Twitter on October 27, 2022. What followed were some of the most chaotic and scrutinized months in the platform’s history. Leadership changes, brand safety debates, and policy reversals all hit headlines fast. Many marketers quietly wondered: is this a platform we can still bet on?
That’s not what this piece is about.
The political and cultural questions surrounding X are real, but they’re for individual brands to wrestle with. This post looks at something different: the commerce infrastructure that’s being quietly rebuilt beneath all the noise.
Because while the spotlight was fixed on moderation policies and account reinstatements, a different story started unfolding. One about product catalogs. Payments licenses. Wallet integrations. Even one-click purchases via DM.
For marketers focused on commerce outcomes, this isn’t about defending a platform. It’s about understanding what’s actually being built—and whether it’s unlocking a new kind of full-funnel value.
If you’re still thinking of X/Twitter as a feed for takes, not transactions, here’s what’s changed.
Buying Twitter is an accelerant to creating X, the everything app. That was Elon Musk’s vision from day one, and beneath all the chaos, the platform’s trajectory has largely followed that north star. At one point, he even called X’s goal to become the “most valuable financial institution in the world”—a statement that, for all its ambition, feels more grounded with each product update and licensing milestone.
The context: where X fits in consumer behavior
X is still where the internet goes to talk about what’s happening. Not what happened. Not what might happen. What’s happening right now and what people are thinking about it.
That makes it a different kind of social platform. It’s not a lean-back feed of aspirational images. It’s a live pulse of opinion, culture, news, and trends. And that positioning is incredibly commerce-relevant.
Why? Because many buying decisions don’t come from a polished product image—they come from buzz. From launch hype. From reactions, retweets, and that split-second moment of FOMO when a drop hits.
This is X’s unique value: it owns the moment before intent is fully formed. The moment of influence. And if the commerce tools can meet users there—right as they’re discovering, debating, and reacting—it becomes possible to shorten the path to purchase in a way other platforms can’t.
X has a potential ad reach of approximately 586 million users globally. That’s what makes X worth watching.
X’s commerce stack: designed for behavior
X has quietly rebuilt its shopping foundation with tools that nudge users from curiosity to conversion without asking them to leave the conversation. Profile Shops let brands showcase full product catalogs directly on their X profiles, syncing automatically via Shopify integration. Shoppers can browse up to 50 products without leaving the app.
There’s also Product Drops—designed for the hype cycle. Brands can post a teaser, users can tap “Remind Me,” and X will notify them right before the launch. No chasing links, no email signups. It’s simple and native.
“When a brand you love is launching something, you want to be first in line to grab that hot new thing before it’s gone. Product Drops is designed with this in mind,” explained Product Manager Justin Hoang. “Shoppers can get details about the product on the Product Details Page, set a reminder so they don’t miss the drop and they can see what other shoppers are saying — all without leaving Twitter.”
Livestream shopping has also been piloted. In one test with Walmart, viewers could watch a live show, post about it, and buy featured products—all in one scroll. While these events aren’t yet widespread, they hint at how X might use real-time formats like Spaces or video to support impulse-friendly buying moments.
According to Shopify, merchants using X saw social orders quadruple. That’s not just lift—it’s signal. When shopping tools are built to serve the energy already on the platform, behavior follows.
And while X hasn’t rolled out native checkout yet, signs are pointing that way. Elon’s team has reportedly explored one-click purchases via DM and has met with commerce software firms to make it real. If this happens, the entire shopping journey—from product discovery to payment—could happen without ever leaving the app.
Advertising: built to convert
Back in the Twitter days, advertisers had a limited but functional set of tools to drive commerce—mostly centered around basic image and video ads, with some early experiments in carousels and app install formats. Many of those are still available and still effective. But over the past year, X has leaned harder into performance marketing—launching formats and features designed to do more than drive impressions.
For example, Collection Ads let brands showcase multiple products in a swipeable carousel, each with its own link. Dynamic Product Ads, launched in late 2022, personalize which products are shown based on past behavior. If a user browses a product on a brand’s site, they might see it again in their feed along with similar items automatically pulled from a synced catalog.
These formats work because they fit Twitter’s attention span. They’re fast. They’re visual. And they meet users with relevant options while the intent is still warm.
To power it all, X advertisers use the Twitter Pixel or the newer Conversion API. Together, these tools let brands track what happens after someone clicks—measuring purchases, not just engagements.
And the goal is clear. According to ad product updates, this push isn’t just about building ad products—it’s about proving ROI. With native catalogs, retargeting, and smart optimization now in place, X is finally taking the lower funnel seriously.
Creator commerce: monetization from audience, not just impressions
X has made it clear: creators are a key part of its commerce roadmap. And not just in the promotional sense. The platform is actively building ways for creators to earn from their followings—both through content and, increasingly, through transactions.
Ticketed Spaces and Subscriptions (formerly Super Follows) were early signs of this shift. Hosts can charge for access to live audio or premium tweets, with payouts managed by Stripe. It’s not just content—it’s commerce, layered onto conversation.
Tips and in-app payments have followed, including experiments with crypto via Strike and Bitcoin Lightning. And under the hood, X has been laying groundwork for something more scalable: a native rewards system that would let fans buy coins and tip creators, turning engagement into direct income.
X paid out more than $5 million to eligible users in the first month of its revenue-sharing program. While some of these features are still in early rollout or testing, the intent is clear. X doesn’t want creators to have to link out to monetize. It wants them earning in-platform.
And with payments infrastructure like X Wallet and Visa Direct coming online, those earnings could soon flow faster and farther. For creators who already build their brand inside the timeline, that shift matters.
What’s next: building the everything app from the middle out
What X is building doesn’t look like traditional commerce or trying to recreate an ecomm storefront or mimic a closed-loop shopping tab.
Instead, it’s stitching commerce into the behaviors that already work: conversation, fandom, influence, immediacy. It doesn’t seek to own the entire funnel. Instead, it aims to take control of the most volatile and valuable segment—the space between spark and action.
Payments, partnerships, shoppable content, creator monetization—it’s all moving toward one thing: keeping the transaction closer to where the attention lives.
It might not be clean. It might not be for everyone. But if you’re a marketer thinking in full-funnel terms, it’s getting harder to ignore.
X isn’t just rebuilding. It’s re-architecting what commerce can look like when you start from signal—not shelf.
The takeaway: commerce built for attention, not just action
X might not be the first platform marketers think of when planning shoppable media. But it’s becoming harder to ignore.
From profile shops to product drops to creator-led monetization, X is assembling the pieces of a new kind of commerce stack—one that sits closer to influence than to checkout. It’s not trying to replace your ecomm site. It’s trying to make every moment between discovery and purchase more frictionless, more native, and more connected to real-time behavior.
For marketers building full-funnel strategies, this is the signal to watch. X isn’t just chasing conversions. It’s building around the kinds of attention that lead to them.