Fat App Thesis
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X @BREAD | ∑:
BREAD | ∑:· 2025-09-30 13:58
Apps are underpriced. Infra overpriced.https://t.co/yOBDXHlLPYBREAD | ∑: (@0xBreadguy):Fat App Thesis has already played out—the market just hasn't priced it yet.Apps are underpriced. Infra is overpriced.It's literally the picture. https://t.co/BDKic9dxet ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-29 14:49
Fat App Thesis has already played out—the market just hasn't priced it yet.Apps are underpriced. Infra is overpriced.It's literally the picture. https://t.co/BDKic9dxet ...