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Posted: 2025-07-14 02:35:23 UTC
This article contains some claims that remain unverified. While much of the content may be accurate, exercise care when relying on this information.
This article contains some claims that remain unverified. While much of the content may be accurate, exercise care when relying on this information.
Status
Last Updated
2025-07-14 02:35:37 UTC
Verified By
Rollup News
The article discusses the shift in macro trends, Bitcoin consolidation, the anticipation of Alt season, and the debut of tokenized stocks. It argues against the Fat Protocol thesis, suggesting that value will accrue to Fat Apps, similar to web2.
Macro shift
Bitcoin consolidation
Alt season hopes
Tokenized stocks debut
Fat Protocol thesis being challenged
Value accruing to Fat Apps
The Fat Protocol thesis may be incorrect in the current web3 landscape.