The Fat App Thesis: An Inflection Point in Value Accrual - Delphi Digital
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The Fat App Thesis: An Inflection Point in Value Accrual - Delphi Digital
"Fat Protocol Thesis" is dead
"Fat App Thesis" is here to stay
A 🧵 on the biggest paradigm shift in how we will value crypto tokens going forward (x/16) https://t.co/51LKx1e5nN
The Fat App Thesis (a mini-essay):
The damage from the “Fat Protocol Thesis” on this space has been immense and set us back years.
The thing is—I actually love the Fat Protocol Thesis, and if you haven’t read it, you should. I’ll include a link below.
The... See more
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