Market Trends - Crypto apps are still in the early stages of a supercycle [1] - Prediction markets, like Polymarket, will become a hub for retail speculation on various topics, including sports and politics [1] Competitive Landscape - Polymarket's mobile app is more user-friendly compared to DraftKings [1]

Market Trends & Catalysts - The crypto industry's infrastructure era is ending, and the application era is beginning [1] - Infrastructure maturity, memes as design input, and mobile-first adoption are the three catalysts enabling the app renaissance [1][2][3] - Mobile devices account for 63% of crypto activity, making it a part of daily life [3] App Archetypes & Strategies - Apps built uniquely for memes can calm the chaos of memecoins by removing noise, loss, or degeneracy [4] - Apps unlocking new speculation formats, like prediction markets, offer engaging experiences [6] - Apps making crypto feel multiplayer can foster community by moving away from a zero-sum game [8] Examples of Successful Apps - AxiomExchange is a unified terminal bundling wallets, Twitter feeds, token data, and discovery [4] - Purityfinance lets users batch-close Solana token accounts, reclaiming SOL from inactive wallets [5] - Polymarket makes speculation feel smart by allowing users to bet on outcomes directly [7] - Cryptothegame_ brings Survivor onchain, where players pay 0.1 ETH to join tribes and complete daily challenges [9]

RT ⟠Palis⟠🐍 (@palis)@blknoiz06 Nobody here has a brain. But also if they don’t raise the $1B+ in ICO they’re cooked. But if they do raise it, has a chance to be one of the biggest crypto apps long term along with HL, Aave, Uniswap ...

Market Observation - The crypto industry is surprised that an app like "pump" generated $750 million (three quarters of a billion dollars) using a bonding curve [1] - The industry notes the relative lack of crypto app development, given the potential for financial success [1] Technology & Development - The industry questions why more individuals with moderate computer skills aren't developing crypto applications [1]