X @BREAD | ∑:
BREAD | ∑:·2025-10-20 15:56
L1 Premium will become Application Premium.Chains (and their tokens) only accruing value from blockspace sales will be flipped by apps and/or chains with app-like revenue.UnHΞdged (@hedgefunder01):Tempo will probably win at payments but I’m not sure how big that trophy is in a ~0 fee world. It’ll be no greater revenue prize than gas fees which definitely doesn’t support a $5b valuation raise.Next they’ll try to win defi tvl by pumping up APYs with token incentives. ...