X @BREAD | ∑:
BREAD | ∑:·2025-09-30 13:58
Apps are underpriced. Infra overpriced.https://t.co/yOBDXHlLPYBREAD | ∑: (@0xBreadguy):Fat App Thesis has already played out—the market just hasn't priced it yet.Apps are underpriced. Infra is overpriced.It's literally the picture. https://t.co/BDKic9dxet ...