"FAT"

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This article introduces the theory of "Fat App Chains" based on the concepts of "Fat Protocols" and "App Chain." It posits that application chains attempting to build their own ecosystems can become "Fat App Chains," which is a viable path to kickstart a growth flywheel.

The Fat Wallet Thesis suggests that as protocols and applications become "thinner," whoever controls the two most valuable resources—distribution and order flow—will gain more space. This article analyzes the arguments of this theory and examines the two revenue models for wallets: payment for order flow (PFOF) and distribution as a service (DaaS).

As L1 infrastructure becomes commoditized, the debate over the Fat protocol is giving way to the Fat application protocol. This report reveals why applications will dominate value capture, and how projects like Uniswap and Jupiter are reshaping the industry through independent chains and vertical integration.

$LLM, the full name is 'Large Language Model', and its image is a 'fat girl', inspired by ai16z's logo. This article will delve into the concept of $LLM, the Meme culture it represents, community building, and its performance in the market.

This article explores the evolution of the "fat protocol" theory in the blockchain industry, analyzing the impact of commoditization in the blockchain space, infrastructure modularization, and chain abstraction on the future methods of value accumulation. It also discusses how to establish competitive advantages through user experience and branding in the context of new industry dynamics, and predicts how value may accumulate in the future.

This article analyzes the rise of the application layer in the blockchain industry, challenging the common belief that there is a lack of applications and progress. It points out that many applications are now generating more revenue than infrastructure projects and are growing at a significant pace. The article also explores the emergence of "fat applications," the future of modularity, and the shift in blockchain value capture, signaling the arrival of the application era and the true monetary value of blockchain-native assets.

This article analyzes the changes and progress of the NFT industry through cases and data.

The article analyzes the value of user experience for Web3 businesses from multiple perspectives and examines recent trending tracks.

PUSHEEN is a Meme coin based on the Solana chain, inspired by the globally renowned chubby cat image Pusheen. This article analyzes its token economy, market performance, and community ecosystem.

Crypto as a technology is the product. But there’s also an entire ecosystem of applications and use cases where crypto is simply the rails, enabling a better user experience than what might have existed before.

This article explores how blockchain protocols achieve value accumulation through transaction fees, MEV, and token issuance, as well as the trade-offs between incentivizing validators and maintaining protocol security.

Uniswap, the most widely used DEX protocol in crypto, announced its own Layer 2 called Unichain. This OP Stack-based rollup is designed to address key challenges in the DeFi ecosystem, focusing on improving transaction execution environments for DeFi, enhancing user experience, and solving liquidity fragmentation.

A deep dive into the latest developments and competitive landscape of two major blockchain platforms, Ethereum and Solana. The article analyzes active user data, transaction volume, fees, and project revenue for both platforms, comparing their respective strengths and challenges. It also references a report from Fidelity Digital Assets, providing a professional evaluation and forecast for these platforms. The discussion explores potential development directions and market positioning under high daily active user conditions, proposing a possible future scenario of "division of labor and collaboration" within the blockchain ecosystem.

The article discusses the evolution of Safe from a multi-signature wallet in 2017 to becoming the most trusted smart account infrastructure in the crypto space, as well as its innovations in account abstraction and cross-chain settlement, and how these developments lay the foundation for the future of digital asset ownership.

The narrative of modular blockchains is on the rise, but from the perspective of value accrual, settlement layer projects will hold higher value.