Appchain

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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 @BREAD | ∑:
BREAD | ∑:· 2025-07-02 23:33
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. ...
X @BREAD | ∑:
BREAD | ∑:· 2025-07-02 23:13
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]