Fat-App Thesis Could Shift Value to Apps as Solana, Avalanche Languish Against Bitcoin, Report Says

The post Fat-App Thesis Could Shift Value to Apps as Solana, Avalanche Languish Against Bitcoin, Report Says appeared on BitcoinEthereumNews.com. The Fat App thesis argues that applications, not layer‑1 blockchains, will capture most crypto value; recent market data and Hyperliquid’s surge support this view, suggesting investors may increasingly favor application tokens over protocol tokens in the months ahead. Applications may capture more value than base chains. Market ratios show many layer‑1s underperforming application tokens. Hyperliquid (HYPE) up 1,636% year‑over‑year, illustrating app-level demand. Fat App thesis: applications—not blockchains—may capture most crypto value; read expert analysis, key data, and next‑step insights. Learn more now. What is the Fat App thesis and why does it matter? The Fat App thesis proposes that value in crypto ecosystems will concentrate at the application layer rather than at base layer blockchains. This view matters because it can change how investors allocate capital, shifting emphasis from L1 tokens to app tokens that show real user activity and token velocity. ‘, ‘

Sep 11, 2025 - 14:00
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Fat-App Thesis Could Shift Value to Apps as Solana, Avalanche Languish Against Bitcoin, Report Says

The post Fat-App Thesis Could Shift Value to Apps as Solana, Avalanche Languish Against Bitcoin, Report Says appeared on BitcoinEthereumNews.com.

The Fat App thesis argues that applications, not layer‑1 blockchains, will capture most crypto value; recent market data and Hyperliquid’s surge support this view, suggesting investors may increasingly favor application tokens over protocol tokens in the months ahead. Applications may capture more value than base chains. Market ratios show many layer‑1s underperforming application tokens. Hyperliquid (HYPE) up 1,636% year‑over‑year, illustrating app-level demand. Fat App thesis: applications—not blockchains—may capture most crypto value; read expert analysis, key data, and next‑step insights. Learn more now. What is the Fat App thesis and why does it matter? The Fat App thesis proposes that value in crypto ecosystems will concentrate at the application layer rather than at base layer blockchains. This view matters because it can change how investors allocate capital, shifting emphasis from L1 tokens to app tokens that show real user activity and token velocity. ‘, ‘

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