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X @Ivan on Tech 🍳📈💰
RT Solana (@solana)Solana is the real appchain ...
X @Solana
Solana· 2025-08-15 13:53
Solana is the real appchainCounterParty TV (@counterpartytv):Jito Labs CEO on why Solana is the best place for apps to make revenue“There was a 1 week period where we made over a million dollars a day. Everyone talks about appchains but Solana is the real appchain, apps make a ton of money on Solana” https://t.co/VFtL9GspPs ...
X @Andy
Andy· 2025-07-06 17:56
Appchain Thesis - Appchain 理论正在全面展开 [1] - 所有 L2 需要的可组合性和应用抽象将增长 10 倍 [1]
X @Andy
Andy· 2025-07-06 11:38
Appchain Thesis & Market Dynamics - The appchain thesis is materializing, indicating a shift in the crypto landscape [1] - Top L2 teams are thriving by providing critical infrastructure for appchains [1] - Existing projects have a limited opportunity to demonstrate their advantages over new entrants [1] TradFi & Control - TradFi partners are becoming the new landlords, maintaining full control within the appchain ecosystem [1] - In the absence of a settlement layer, landlords can reverse transactions and exert unchecked control [1] Decentralization & User Impact - Decentralization is eroding beyond L1 settlement, raising concerns about the core cyberpunk ethos [1] - Everyday users are left with limited influence in the evolving appchain environment [1]
X @Andy
Andy· 2025-07-05 10:23
Industry Trend - The appchain thesis is being discussed [1]
X @BREAD | ∑:
BREAD | ∑:· 2025-07-02 23:33
Market Analysis - Composability in decentralized applications is underappreciated [1] - Hyperliquid's usage increased significantly after HyperEVM was teased and $HYPE was dropped, indicating the importance of composability [1]