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]

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]

RT ALEX | ZKsync ∎ (@gluk64)The appchain thesis. ...

RT Ben Fisch ☕️ (@benafisch)EthCC takeaways:- What AJ said- What Andy said- What binji said- Blackboards are back in style- The birds in Cannes aren’t real- Appchain thesis is real ...

For everyone saying "Hyperliquid is an appchain."It kind of was until it wasn't with HyperEVM and got very little relative usage until HyperEVM was teased and $HYPE was dropped.TLDR composability is underappreciated. ...

Industry Opinion - The industry expresses a negative sentiment towards the concept of appchains [1] - The industry struggles to identify any appchains that can be categorized as "successful" [1]